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Portfolio (Quarterly) Guide ↗

Welch Group, LLC

· CIK 0001443095
13F Portfolio $2.7B AUM 310 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 69 Added 84 Reduced 23 Exited
Page 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 STT STATE STR CORP Financial Services 7,635.0 $966K 0.04% -1K -12.1% $126.56 +21.6%
42 DIS DISNEY WALT CO Communication Services 9,675.0 $933K 0.04% -453.0 -4.5% $96.38 +6.9%
43 XLK SELECT SECTOR SPDR TR 6,770.0 $900K 0.03% -1K -16.2% $132.90 +35.7%
44 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 26,047.0 $820K 0.03% -5K -16.2% $31.49 +5.5%
45 XLE SELECT SECTOR SPDR TR 12,937.0 $793K 0.03% -2K -11.5% $61.26 -2.9%
46 GD GENERAL DYNAMICS CORP Industrials 2,295.0 $788K 0.03% -96.0 -4.0% $343.22 -0.1%
47 PTLC PACER FDS TR 13,613.0 $714K 0.03% -3K -16.2% $52.46 +10.6%
48 VO VANGUARD INDEX FDS 2,469.0 $709K 0.03% -473.0 -16.1% $287.22 -72.8%
49 DVY ISHARES TR 4,667.0 $707K 0.03% -9K -66.6% $151.40 +2.9%
50 IVW ISHARES TR 5,857.0 $662K 0.03% -2K -25.6% $113.11 +20.8%
51 VIG VANGUARD SPECIALIZED FUNDS 3,068.0 $660K 0.03% -89.0 -2.8% $215.07 +8.4%
52 VGT VANGUARD WORLD FD 922.0 $643K 0.02% -223.0 -19.5% $697.40 -83.4%
53 PNC PNC FINL SVCS GROUP INC Financial Services 3,015.0 $627K 0.02% -103.0 -3.3% $208.09 +5.4%
54 XLP SELECT SECTOR SPDR TR 6,993.0 $573K 0.02% -80K -91.9% $81.98 +3.4%
55 VWO VANGUARD INTL EQUITY INDEX F 10,227.0 $553K 0.02% -5K -34.5% $54.05 +9.1%
56 FE FIRSTENERGY CORP Utilities 10,209.0 $517K 0.02% -156.0 -1.5% $50.66 -8.6%
57 UNP UNION PAC CORP Industrials 2,068.0 $502K 0.02% -566.0 -21.5% $242.67 +9.6%
58 HAL HALLIBURTON CO Energy 11,941.0 $466K 0.02% -140.0 -1.2% $38.99 +6.4%
59 XLC SELECT SECTOR SPDR TR 3,992.0 $443K 0.02% -1K -21.5% $110.85 +4.2%
60 COF CAPITAL ONE FINL CORP Financial Services 2,412.0 $440K 0.02% -14.0 -0.6% $182.43 +2.9%
Page 3 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.3%
Financial Services 16.8%
Industrials 13.9%
Utilities 10.5%
Healthcare 10.2%
Consumer Defensive 9.7%
Energy 7.3%
Consumer Cyclical 6.6%
Communication Services 3.8%
Basic Materials 0.8%