機関投資家の保有一覧

Welch Group, LLC

持ち方

分散型

広く薄く持つ持ち方

上位5銘柄の比重

19%

保有

247銘柄

概算評価額 $2.8B

多い業種:情報技術 25%金融 18%資本財 14%

247銘柄を抱え、首位のApple (AAPL)でも4%。上位にはMicrosoft (MSFT)とCisco Systems (CSCO)が並ぶ。上位5銘柄でも19%どまりで、資金はかなり平らに配られている。重心は情報技術と金融で、二つ合わせて43%になる。概算$2.8Bを、この顔ぶれに配っている。

主力の10銘柄

1
AA
AAPLApple
情報技術・ 375,212 株
$119M
構成比 4.2%
2
MSFTMicrosoft
情報技術・ 214,123 株
$109M
構成比 3.8%
3
CS
CSCOCisco Systems
情報技術・ 946,955 株
$105M
構成比 3.7%
4
JP
JPMJPMorgan Chase
金融・ 277,004 株
$99M
構成比 3.5%
5
RT
RTXRTX
資本財・ 463,345 株
$96M
構成比 3.4%
6
JN
JNJJohnson & Johnson
ヘルスケア・ 359,007 株
$95M
構成比 3.4%
7
AB
ABBVAbbVie
ヘルスケア・ 365,933 株
$94M
構成比 3.3%
8
CV
CVXChevron
エネルギー・ 430,312 株
$89M
構成比 3.1%
9
XO
XOMExxon Mobil
エネルギー・ 524,383 株
$84M
構成比 3.0%
10
QC
QCOMQualcomm
情報技術・ 417,596 株
$71M
構成比 2.5%

残り 237 銘柄をすべて見る ▾

#	銘柄	保有株数	概算評価額
11	LMTLockheed Martin	126,656	$71M
12	EMREmerson Electric	466,282	$71M
13	NEENextEra Energy	852,934	$70M
14	TXNTexas Instruments	267,292	$70M
15	IBMIBM	294,802	$69M
16	SOSouthern Company	782,791	$69M
17	CINFCincinnati Financial	396,491	$67M
18	AJGArthur J. Gallagher & Co.	253,012	$66M
19	TFCTruist Financial	1,329,163	$66M
20	HDHome Depot	190,518	$62M
21	PAYXPaychex	484,448	$62M
22	PFEPfizer	2,148,091	$61M
23	VZVerizon Communications	1,203,860	$60M
24	MCDMcDonald's	215,074	$57M
25	EDConsolidated Edison	529,096	$57M
26	CLColgate-Palmolive	626,828	$56M
27	PGProcter & Gamble	370,354	$54M
28	KMBKimberly-Clark	447,054	$48M
29	PEPPepsiCo	339,979	$48M
30	AEPAmerican Electric Power	376,452	$46M
31	SFBSServisFirst Bancshares	975,931	$42M
32	NVDANVIDIA	176,675	$39M
33	MUMicron Technology	35,957	$34M
34	AMDAdvanced Micro Devices	66,951	$32M
35	CATCaterpillar	39,108	$31M
36	KOCoca-Cola	273,685	$24M
37	GOOGLAlphabet	63,649	$22M
38	PANWPalo Alto Networks	49,841	$19M
39	DEDeere	27,061	$18M
40	AMZNAmazon	67,464	$18M
41	GSGoldman Sachs	16,006	$16M
42	VVisa	40,998	$16M
43	TGTTarget	79,640	$13M
44	AVGOBroadcom	33,634	$12M
45	BXBlackstone	80,773	$12M
46	ORCLOracle	74,617	$11M
47	MAMastercard	18,305	$11M
48	TJXTJX Companies	75,257	$10M
49	AMATApplied Materials	21,881	$10M
50	METAMeta Platforms	17,407	$10M
51	ABTAbbott Laboratories	88,991	$10M
52	SHWSherwin-Williams	26,902	$9M
53	LLYEli Lilly	7,649	$9M
54	SYKStryker	26,848	$9M
55	CARRCarrier Global	143,179	$8M
56	GLGlobe Life	46,461	$8M
57	VMCVulcan Materials	27,492	$7M
58	AXPAmerican Express	18,908	$6M
59	TSLATesla	16,721	$6M
60	MRKMerck	36,783	$5M
61	AFLAflac	45,336	$5M
62	WMTWalmart	49,889	$5M
63	NSCNorfolk Southern	14,503	$5M
64	RFRegions Financial	150,235	$4M
65	GOOGAlphabet	13,111	$4M
66	GLDMWorld Gold Trust	49,521	$4M
67	SPYSPDR S&P 500 ETF TRUST	5,297	$4M
68	PMPhilip Morris International	21,466	$4M
69	GLDSPDR GOLD TRUST	9,070	$4M
70	QQQINVESCO QQQ TRUST, SERIES 1	4,426	$3M
71	PNFPPinnacle Financial Partners	31,702	$3M
72	MOAltria	42,241	$3M
73	BNYBNY Mellon	16,936	$3M
74	WELLWelltower	10,731	$3M
75	MODModine Manufacturing	13,000	$2M
76	CRCrane Company	11,000	$2M
77	TAT&T	86,777	$2M
78	WFCWells Fargo	24,003	$2M
79	PLTRPalantir Technologies	11,002	$2M
80	WTSWatts Water Technologies	5,400	$2M
81	BBVABBVA	67,195	$2M
82	COSTCostco	2,029	$2M
83	BACBank of America	30,511	$2M
84	GPCGenuine Parts Company	13,556	$2M
85	WMWaste Management	8,216	$2M
86	RSGRepublic Services	8,123	$2M
87	AONAon	5,148	$2M
88	HONHoneywell	7,579	$2M
89	GGGGraco	20,653	$2M
90	DUKDuke Energy	12,807	$2M
91	COPConocoPhillips	11,538	$2M
92	NEMNewmont	12,080	$2M
93	NOCNorthrop Grumman	2,770	$1M
94	STTState Street	7,635	$1M
95	NVSNovartis	9,466	$1M
96	OKEONEOK	14,859	$1M
97	MLIMueller Industries	22,000	$1M
98	GATXGATX Corporation	7,512	$1M
99	RYRoyal Bank of Canada	6,436	$1M
100	SLViShares Silver Trust	21,791	$1M
101	INTCIntel	14,516	$1M
102	BLKBlackRock	1,104	$1M
103	TXTTextron	15,400	$1M
104	NPOEnpro	4,000	$1M
105	ORLYO'Reilly Automotive	13,342	$1M
106	MDLZMondelez International	18,981	$1M
107	URIUnited Rentals	1,129	$1M
108	BATRAAtlanta Braves Holdings（A種株）	20,976	$1M
109	ETNEaton	2,819	$1M
110	FANGDiamondback Energy	5,577	$1M
111	ACAArcosa	7,500	$1M
112	CBChubb	3,204	$1M
113	GEGE Aerospace	3,139	$1M
114	DISWalt Disney	9,675	$1M
115	MSGSMadison Square Garden Sports	2,439	$938K
116	UCBUnited Community Banks	26,047	$907K
117	NFLXNetflix	10,944	$887K
118	HRIHerc Holdings	5,800	$884K
119	XYLXylem	7,802	$859K
120	GDGeneral Dynamics	2,295	$852K
121	IEXIDEX Corporation	3,707	$848K
122	MPCMarathon Petroleum	2,264	$845K
123	NFGNational Fuel Gas	10,108	$840K
124	BABoeing	4,037	$839K
125	YUMYum Brands	5,457	$837K
126	PSXPhillips 66	3,337	$823K
127	BMYBristol Myers Squibb	12,093	$808K
128	FLSFlowserve	9,850	$779K
129	GLWCorning	5,051	$751K
130	UTGREAVES UTILITY INCOME FUND	19,729	$744K
131	KMIKinder Morgan	22,803	$735K
132	ETEnergy Transfer	33,823	$728K
133	PNCPNC Financial Services	3,015	$722K
134	GEVGE Vernova	801	$720K
135	CNHCNH Industrial	58,118	$688K
136	REGNRegeneron Pharmaceuticals	849	$678K
137	ETREntergy	6,303	$670K
138	RHPRyman Hospitality Properties	5,250	$665K
139	CRGYCrescent Energy	48,396	$663K
140	SPGSimon Property Group	3,120	$662K
141	TMOThermo Fisher Scientific	1,070	$660K
142	PBTPERMIAN BASIN ROYALTY TRUST	19,298	$652K
143	LRCXLam Research	2,132	$643K
144	NUENucor	2,537	$633K
145	CAHCardinal Health	2,693	$632K
146	DDominion Energy	9,490	$626K
147	UNPUnion Pacific	2,068	$622K
148	SONYSony Group	25,156	$618K
149	GILDGilead Sciences	4,184	$612K
150	NTRSNorthern Trust Corporation	3,153	$585K
151	IRMIron Mountain	5,069	$585K
152	ZBHZimmer Biomet Holdings	5,550	$555K
153	ADPAutomatic Data Processing	1,927	$551K
154	DEODiageo	5,934	$545K
155	TRVTravelers Companies	1,467	$537K
156	GPNGlobal Payments	5,835	$531K
157	MLMMartin Marietta Materials	1,015	$526K
158	COFCapital One Financial	2,412	$517K
159	VMIValmont Industries	1,100	$517K
160	AMGNAmgen	1,183	$509K
161	IDAIDACORP	3,656	$498K
162	NDAQNasdaq	5,029	$496K
163	MSMorgan Stanley	2,321	$495K
164	GFFGriffon	5,000	$487K
165	SXTSensient Technologies	3,600	$486K
166	ITTITT Inc	2,402	$481K
167	AZZAZZ	3,500	$480K
168	EPDEnterprise Products Partners	12,242	$475K
169	RNRRenaissanceRe Holdings	1,450	$475K
170	FEFirstEnergy	10,209	$468K
171	HALHalliburton	11,941	$440K
172	TECKTeck Resources	6,266	$427K
173	ESEversource Energy	6,023	$422K
174	MMM3M	2,435	$418K
175	CEGConstellation Energy	1,487	$409K
176	SLBSchlumberger	6,784	$408K
177	ADArray Digital Infrastructure	11,000	$403K
178	ROSTRoss Stores	1,739	$397K
179	ALLAllstate	1,539	$397K
180	APDAir Products and Chemicals	1,281	$396K
181	ULUnilever	5,966	$387K
182	AEMAgnico Eagle Mines	1,892	$384K
183	XELXcel Energy	4,989	$378K
184	SHELShell	4,115	$376K
185	SBUXStarbucks	3,455	$367K
186	TERTeradyne	1,033	$361K
187	KRYSKrystal Biotech	1,000	$359K
188	FBKFB Financial	6,127	$349K
189	CDNSCadence Design Systems	1,013	$343K
190	CHEChemed	660	$342K
191	TRNTrinity Industries	11,500	$331K
192	SMBKSmartFinancial	6,499	$329K
193	CRMSalesforce	1,251	$322K
194	IAUISHARES GOLD TRUST	3,675	$308K
195	CMCSAComcast	11,062	$294K
196	ADBEAdobe	1,003	$294K
197	TSMTaiwan Semiconductor Manufacturing	705	$293K
198	OBDCBlue Owl Capital Corp	25,346	$292K
199	LOWLowe's	1,413	$289K
200	SHOPShopify	1,957	$288K
201	LINLinde	583	$285K
202	LHXL3Harris Technologies	1,068	$284K
203	POSTPost Holdings	3,400	$283K
204	FCXFreeport-McMoRan	3,651	$277K
205	HWCHancock Whitney	3,643	$271K
206	CXTCrane NXT	5,500	$269K
207	USBU.S. Bancorp	4,367	$269K
208	DGDollar General	2,118	$268K
209	SPHRSphere Entertainment	1,933	$263K
210	KGCKinross Gold	8,499	$261K
211	CLXClorox	2,664	$260K
212	AEEAmeren	2,450	$260K
213	CTVACorteva	2,970	$251K
214	ADMArcher-Daniels-Midland	3,076	$250K
215	PPGPPG Industries	2,181	$245K
216	LNTAlliant Energy	3,552	$241K
217	CCitigroup	1,833	$241K
218	FDXFedEx	728	$238K
219	MCKMcKesson	269	$238K
220	PCARPACCAR	1,896	$235K
221	ITWIllinois Tool Works	830	$229K
222	CASYCasey's General Stores	300	$226K
223	HBANHuntington Bancshares	13,292	$222K
224	ACICAmerican Coastal Insurance	23,288	$221K
225	IPInternational Paper	5,804	$220K
226	PSLVSprott Physical Silver Trust	9,993	$219K
227	EVRGEvergy	2,601	$211K
228	HUBBHubbell Incorporated	464	$210K
229	BSXBoston Scientific	4,287	$207K
230	ISRGIntuitive Surgical	519	$196K
231	MPTMedical Properties Trust	49,222	$195K
232	IRIngersoll Rand	2,517	$194K
233	MWAMueller Water Products	7,511	$181K
234	RIVNRivian Automotive	11,076	$178K
235	CRTCross Timbers Royalty Trust	14,852	$155K
236	ZDGEZedge	45,671	$139K
237	CRWDCrowdStrike	599	$138K
238	ABEVAmbev	45,191	$130K
239	AGNCAGNC Investment	10,064	$108K
240	SJTSAN JUAN BASIN ROYALTY TRUST	30,008	$83K
241	MARPSMARINE PETROLEUM TRUST	15,956	$73K
242	GTNGray Media	12,369	$60K
243	UROYUranium Royalty	14,110	$59K
244	MTRMESA ROYALTY TRUST/TX	16,370	$37K
245	KSCPKnightscope	20,000	$28K
246	WWRWestwater Resources	22,954	$14K
247	CTMCastellum	10,000	$6K

2026年3月31日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。概算評価額と構成比は当サイトの株価で計算した参考値です。届出対象外の資産 (米国外上場株・債券など) は含まれません。

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