Welch Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.66B
Q ending 2026-03-31
Prior quarter
$2.59B
Q ending 2025-12-31
Change
+2.6% QoQ · +17.1% YoY
Positions
310
reported holdings
Largest positions
Top 100 of 310 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $95.2M | 375K |
| Rtx Corporation | RTX | Shares | $89.4M | 463K |
| Chevron Corporation | CVX | Shares | $89.0M | 430K |
| Exxon Mobil Corp | XOM | Shares | $89.0M | 524K |
| Johnson & Johnson | JNJ | Shares | $87.8M | 359K |
| Jpmorgan Chase & Co | JPM | Shares | $81.5M | 277K |
| Abbvie Inc | ABBV | Shares | $79.6M | 366K |
| Microsoft Corp | MSFT | Shares | $79.3M | 214K |
| Nextera Energy Inc | NEE | Shares | $79.2M | 853K |
| Lockheed Martin Corp | LMT | Shares | $76.5M | 127K |
| Southern Co | SO | Shares | $75.6M | 783K |
| Cisco Sys Inc | CSCO | Shares | $73.5M | 947K |
| International Business Machs | IBM | Shares | $71.5M | 295K |
| Servisfirst Bancshares Inc | SFBS | Shares | $71.1M | 976K |
| Mcdonalds Corp | MCD | Shares | $66.8M | 215K |
| Home Depot Inc | HD | Shares | $62.7M | 191K |
| Cincinnati Finl Corp | CINF | Shares | $62.4M | 396K |
| Truist Finl Corp | TFC | Shares | $61.1M | 1.3M |
| Emerson Elec Co | EMR | Shares | $61.1M | 466K |
| Verizon Communications Inc | VZ | Shares | $60.4M | 1.2M |
| Pfizer Inc | PFE | Shares | $60.3M | 2.1M |
| Consolidated Edison Inc | ED | Shares | $59.9M | 529K |
| Gallagher Arthur J & Co | AJG | Shares | $54.8M | 253K |
| Qualcomm Inc | QCOM | Shares | $53.8M | 418K |
| Procter & Gamble Co | PG | Shares | $53.5M | 370K |
| Colgate Palmolive Co | CL | Shares | $53.4M | 627K |
| Pepsico Inc | PEP | Shares | $52.8M | 340K |
| Texas Instrs Inc | TXN | Shares | $51.9M | 267K |
| American Elec Pwr Co Inc | AEP | Shares | $49.3M | 376K |
| Paychex Inc | PAYX | Shares | $44.6M | 484K |
| Kimberly-Clark Corp | KMB | Shares | $43.1M | 447K |
| Nvidia Corporation | NVDA | Shares | $30.8M | 177K |
| Caterpillar Inc | CAT | Shares | $27.7M | 39K |
| Coca Cola Co | KO | Shares | $20.8M | 274K |
| Pimco Etf Tr | PYLD | Shares | $19.9M | 759K |
| Alphabet Inc | GOOGL | Shares | $18.3M | 64K |
| Deere & Co | DE | Shares | $15.2M | 27K |
| Amazon Com Inc | AMZN | Shares | $14.1M | 67K |
| Advanced Micro Devices Inc | AMD | Shares | $13.6M | 67K |
| Goldman Sachs Group Inc | GS | Shares | $13.5M | 16K |
| Visa Inc | V | Shares | $12.4M | 41K |
| Micron Technology Inc | MU | Shares | $12.1M | 36K |
| Tjx Cos Inc New | TJX | Shares | $12.0M | 75K |
| Ishares Tr | IVV | Shares | $11.9M | 18K |
| Oracle Corp | ORCL | Shares | $11.0M | 75K |
| Broadcom Inc | AVGO | Shares | $10.4M | 34K |
| Meta Platforms Inc | META | Shares | $10.0M | 17K |
| Target Corp | TGT | Shares | $9.7M | 80K |
| Blackstone Inc | BX | Shares | $9.3M | 81K |
| Mastercard Incorporated | MA | Shares | $9.1M | 18K |
| Abbott Laboratories | ABT | Shares | $9.1M | 89K |
| Stryker Corporation | SYK | Shares | $8.8M | 27K |
| Sherwin Williams Co | SHW | Shares | $8.6M | 27K |
| Carrier Global Corporation | CARR | Shares | $8.1M | 143K |
| Palo Alto Networks Inc | PANW | Shares | $8.0M | 50K |
| Vulcan Matls Co | VMC | Shares | $7.5M | 27K |
| Applied Matls Inc | AMAT | Shares | $7.5M | 22K |
| Eli Lilly & Co | LLY | Shares | $7.0M | 8K |
| Globe Life Inc | GL | Shares | $6.5M | 46K |
| Tesla Inc | TSLA | Shares | $6.2M | 17K |
| Walmart Inc | WMT | Shares | $6.2M | 50K |
| American Express Co | AXP | Shares | $5.7M | 19K |
| Vanguard Index Fds | VOO | Shares | $5.2M | 9K |
| Aflac Inc | AFL | Shares | $5.0M | 45K |
| World Gold Tr | GLDM | Shares | $4.6M | 50K |
| Merck & Co Inc | MRK | Shares | $4.4M | 37K |
| Norfolk Southn Corp | NSC | Shares | $4.2M | 15K |
| Regions Financial Corp New | RF | Shares | $3.9M | 150K |
| Spdr Gold Tr | GLD | Shares | $3.9M | 9K |
| Vanguard Scottsdale Fds | VGSH | Shares | $3.9M | 66K |
| Alphabet Inc | GOOG | Shares | $3.8M | 13K |
| Philip Morris Intl Inc | PM | Shares | $3.5M | 21K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.4M | 5K |
| Modine Mfg Co | MOD | Shares | $2.8M | 13K |
| Altria Group Inc | MO | Shares | $2.8M | 42K |
| Pinnacle Finl Partners Inc | PNFP | Shares | $2.7M | 32K |
| Invesco Qqq Tr | QQQ | Shares | $2.6M | 4K |
| At&T Inc | T | Shares | $2.5M | 87K |
| Mueller Inds Inc | MLI | Shares | $2.4M | 22K |
| Ishares Tr | SHY | Shares | $2.4M | 29K |
| Welltower Inc | WELL | Shares | $2.1M | 11K |
| Costco Wholesale Corporation | COST | Shares | $2.0M | 2K |
| Bank New York Mellon Corp | BNY | Shares | $2.0M | 17K |
| Wells Fargo & Co | WFC | Shares | $1.9M | 24K |
| Northrop Grumman Corp | NOC | Shares | $1.9M | 3K |
| Waste Mgmt Inc Del | WM | Shares | $1.9M | 8K |
| Crane Company | CR | Shares | $1.9M | 11K |
| Republic Svcs Inc | RSG | Shares | $1.8M | 8K |
| Graco Inc | GGG | Shares | $1.7M | 21K |
| Honeywell Intl Inc | HONGBP | Shares | $1.7M | 8K |
| Duke Energy Corp New | DUK | Shares | $1.7M | 13K |
| Aon Plc | Shares | $1.7M | 5K | |
| Palantir Technologies Inc | PLTR | Shares | $1.6M | 11K |
| Watts Water Technologies Inc | WTS | Shares | $1.6M | 5K |
| Conocophillips | COP | Shares | $1.5M | 12K |
| Bank America Corp | BAC | Shares | $1.5M | 31K |
| Ishares Silver Tr | SLV | Shares | $1.5M | 22K |
| Vanguard Index Fds | VTI | Shares | $1.5M | 5K |
| Ishares Tr | IEI | Shares | $1.5M | 12K |
| Banco Bilbao Vizcaya Argenta | BBVA | Shares | $1.5M | 67K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.