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Welch & Forbes Adjusts Portfolio in Q2: Decreases Apple Holdings, Boosts Broadcom Stake
2025-08-05 /
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Author：小编
For the quarter concluding on June 30, Welch & Forbes LLC reported a strategic shift in its investment portfolio, reducing its holdings in Apple Inc. while simultaneously augmenting its stake in Broadcom Inc. The aggregate market value of its disclosed 372 investments surged by 4.8%, amounting to $8.01 billion. Among these, technology stocks emerged as the primary growth driver, with notable new entries into Advanced Micro Devices (AMD) and ASML Holding NV. Conversely, healthcare stocks witnessed the most significant decline, with Agilent Technologies and Humana Inc. being fully divested. NVIDIA Corp. maintained its position as the largest holding, comprising 7% of the portfolio.
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