Welch Group, LLC
Annual return '25
+12.0%
SPY '25
+17.7%
Alpha
-5.7ptsvs SPY
Invested
$2.7B
Holdings
313
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 20.9% (2.7k → 2.2k shares)
3.6%
02
$RTX
RTX CORPORATION
Held since at least Q1 2024
3.4%
03
$CHV
CHEVRON CORPORATION
Held since at least Q1 2024
3.3%
04
$XOM
EXXON MOBIL CORP
Held since at least Q1 2024
3.3%
05
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
3.3%
06
$JPM
JPMORGAN CHASE & CO
Held since at least Q1 2024
3.1%
07
$ABBV
ABBVIE INC
Held since at least Q1 2024
3.0%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 24.7% (1.5k → 1.1k shares)
3.0%
09
$NEE
NEXTERA ENERGY INC
Held since at least Q1 2024
3.0%
10
$LMT
LOCKHEED MARTIN CORP
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:48 UTC.