What is Welch Group, LLC's portfolio value?

As of Q2 2026, Welch Group, LLC manages $648.0B across 320 reported positions in their SEC 13F filing.

What are Welch Group, LLC's top holdings?

Welch Group, LLC's largest 13F positions include SFBS, SO, NEE, representing approximately 36.1% of the reported portfolio.

How many stocks does Welch Group, LLC hold?

Welch Group, LLC holds 320 reported positions as of their Q2 2026 13F filing.

When did Welch Group, LLC last file a 13F?

The most recent 13F filing from Welch Group, LLC reports positions as of Q2 2026. 13F filings are required within 45 days of each calendar quarter end.

Welch Group, LLC

CIK: 1443095SEC EDGAR →

Portfolio Value

$648.0B

Holdings

320

As of

Q2 2026

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	SFBS SERVISFIRST BANCSHARES INC	959,733	$83.3B	12.85%
2	SO SOUTHERN CO	787,841	$75.4B	11.64%
3	NEE NEXTERA ENERGY INC	858,202	$75.3B	11.62%
4	TFC TRUIST FINL CORP	1,339,362	$66.7B	10.30%
5	CL COLGATE PALMOLIVE CO	634,264	$58.1B	8.97%
6	PFE PFIZER INC	2,194,625	$52.8B	8.16%
7	BAC VERIZON COMMUNICATIONS INC	1,201,159	$50.9B	7.85%
8	PAYX PAYCHEX INC	503,577	$49.5B	7.64%
9	PYLD PIMCO ETF TR	913,614	$24.2B	3.74%
10	KO COCA COLA CO	279,984	$22.8B	3.51%

Quarterly Changes

Top Buys

KMB↑ Increased

$43.1B

PFE↑ Increased

$7.5B

TFC↑ Increased

$5.6B

PAYX↑ Increased

$4.9B

CL↑ Increased

$4.7B

Top Sells

CSCO↓ Decreased

$73.4B

SFBS↓ Decreased

$12.2B

BAC↓ Decreased

$9.6B

PNFP↓ Decreased

$2.7B

ABT↓ Decreased

$1.4B

New Positions (29)

$276.5M · 3K shares

$253.7M · 5K shares

$248.4M · 5K shares

$227.1M · 5K shares

$226.8M · 6K shares

$216.7M · 2K shares

$211.3M · 3K shares

$201.8M · 3K shares

$201.5M · 2K shares

$200.5M · 2K shares

KEEL INFRASTRUCTURE CORP

$187.9M · 33K shares

$142.5M · 25K shares

$60.4M · 20K shares

$35.0M · 175K shares

$33.7M · 58K shares

$22.9M · 64K shares

$18.1M · 25K shares

$8.2M · 19K shares

$3.3M · 4K shares

HONEYWELL AEROSPACE INC

$837K · 4K shares

MRVL

$530K · 2K shares

SPACE EXPLORATION TECHN CORP

$345K · 2K shares

$286K · 144 shares

$218K · 903 shares

$211K · 1K shares

$210K · 891 shares

$208K · 690 shares

$204K · 530 shares

$202K · 2K shares

Closed Positions (17)

$361.4M · 15K shares

$269.0M · 4K shares

$259.4M · 8K shares

$214.6M · 4K shares

$206.5M · 8K shares

$83.4M · 20K shares

$63.8M · 33K shares

$30.8M · 177K shares

$18.3M · 64K shares

$13.6M · 67K shares

$7.5M · 22K shares

$6.2M · 17K shares

$2.9M · 5K shares

$1.7M · 8K shares

$281K · 1K shares

$239K · 519 shares

$234K · 1K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	97	$258.3B	39.9%
Utilities	17	$153.3B	23.7%
Consumer Defensive	16	$86.7B	13.4%
Industrials	45	$66.5B	10.3%
Healthcare	21	$56.1B	8.7%
Technology	36	$8.0B	1.2%
Energy	21	$6.7B	1.0%
Communication Services	13	$5.5B	0.9%
Unknown	21	$2.7B	0.4%
Basic Materials	13	$2.1B	0.3%
Consumer Cyclical	14	$1.9B	0.3%
Real Estate	6	$356.4M	0.1%