Welch Investments, LLC 13F 持仓 · 最近申报 2017年Q4
Welch Investments 在 2017年Q4（报告期截至 2017-12-31）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 1.57 亿美元。前几大持仓：ABBV（3.82%）、HD（3.61%）、EMR（3.48%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc Com USD0.01 | $6.0M | 3.82% | 62,165 | 减持 |
| 2 | HD | Home Depot Inc | $5.7M | 3.61% | 30,026 | 减持 |
| 3 | EMR | Emerson Electric Co | $5.5M | 3.48% | 78,706 | 增持 |
| 4 | INTC | Intel Corp | $5.5M | 3.48% | 118,660 | 减持 |
| 5 | SO | The Southern Company | $5.4M | 3.44% | 112,491 | 增持 |
| 6 | PAYX | Paychex Inc | $5.4M | 3.40% | 78,764 | 增持 |
| 7 | CVX | Chevron Corporation | $5.3M | 3.36% | 42,326 | 增持 |
| 8 | MCD | Mc Donalds Corp | $5.3M | 3.35% | 30,652 | 减持 |
| 9 | MSFT | Microsoft Corp | $5.2M | 3.31% | 60,948 | 减持 |
| 10 | RTX | United Technologies Corp | $5.1M | 3.24% | 40,038 | 增持 |
| 11 | MMM | 3m Company | $5.1M | 3.21% | 21,495 | 减持 |
| 12 | VZ | Verizon Communications | $5.1M | 3.21% | 95,430 | 减持 |
| 13 | JNJ | Johnson & Johnson | $5.0M | 3.19% | 35,981 | 增持 |
| 14 | LMT | Lockheed Martin Corp | $5.0M | 3.18% | 15,619 | 减持 |
| 15 | NEE | NextEra Energy Inc | $5.0M | 3.18% | 32,047 | 减持 |
| 16 | AJG | Gallagher Arthur J & Co | $5.0M | 3.15% | 78,287 | 减持 |
| 17 | CL | Colgate-Palmolive Co | $5.0M | 3.15% | 65,681 | 增持 |
| 18 | GIS | General Mills Inc | $5.0M | 3.14% | 83,530 | 增持 |
| 19 | NVS | Novartis A G Spon Adr | $4.9M | 3.10% | 58,113 | 增持 |
| 20 | XOM | Exxon Mobil Corporation | $4.9M | 3.10% | 58,320 | 增持 |
| 21 | PEP | Pepsico Incorporated | $4.8M | 3.08% | 40,418 | 增持 |
| 22 | CINF | Cincinnati Financial Cp | $4.8M | 3.03% | 63,636 | 增持 |
| 23 | PG | Procter & Gamble | $4.7M | 3.01% | 51,516 | 增持 |
| 24 | T | A T & T Inc New | $4.7M | 3.01% | 122,026 | 增持 |
| 25 | UL | Unilever Plc Adr New | $4.7M | 2.99% | 85,002 | 增持 |
来源：SEC 13F 申报文件 · 截至 2017-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR