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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 15 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VB VANGUARD INDEX FDS 860.0 $225K 0.01% $261.92 +10.4%
282 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,076.0 $224K 0.01% NEW $72.69 +6.6%
283 CXT CRANE NXT CO Industrials 5,500.0 $223K 0.01% $40.59 +1.3%
284 JEPQ J P MORGAN EXCHANGE TRADED F 3,950.0 $219K 0.01% $55.52 +8.4%
285 PCAR PACCAR INC Industrials 1,896.0 $219K 0.01% $115.50 -5.3%
286 CASY CASEYS GEN STORES INC Consumer Cyclical 300.0 $218K 0.01% NEW $727.86 +13.3%
287 ITW ILLINOIS TOOL WKS INC Industrials 830.0 $216K 0.01% $260.18 -3.1%
288 FCX FREEPORT MCMORAN INC Basic Materials 3,651.0 $215K 0.01% NEW $58.78 +5.5%
289 EVRG EVERGY INC Utilities 2,601.0 $213K 0.01% NEW $81.92 +2.5%
290 AKRE PROFESIONALLY MANAGED PORTFO 4,018.0 $212K 0.01% $52.85 +3.0%
291 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,292.0 $208K 0.01% NEW $15.65 +1.7%
292 C CITIGROUP INC Financial Services 1,833.0 $208K 0.01% $113.43 +10.3%
293 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,804.0 $207K 0.01% $35.70 -12.4%
294 MWA MUELLER WTR PRODS INC Industrials 7,511.0 $206K 0.01% NEW $27.49 -7.9%
295 SCHD SCHWAB STRATEGIC TR 6,724.0 $206K 0.01% NEW $30.68 +7.0%
296 INGERSOLL RAND INC 2,517.0 $202K 0.01% NEW $80.12
297 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 11,076.0 $167K 0.01% $15.05 -5.5%
298 CRT CROSS TIMBERS RTY TR Energy 14,852.0 $157K 0.01% NEW $10.58 +0.7%
299 SJT SAN JUAN BASIN RTY TR Energy 30,008.0 $144K 0.01% +8K +36.4% $4.80 -14.8%
300 ZDGE ZEDGE INC Communication Services 45,671.0 $134K 0.01% $2.93 +2.4%
Page 15 of 16  ·  310 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%