Welch Group, LLC
- SEC CIK
- 0001443095
- Latest filing
- Jul 23, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 21, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 201
- −13 vs. Q1 2022
- Portfolio value
- $1.64B
- −$113.1M (−6.5%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SFBSServisFirst Bancshares, Inc. | COM | 1,386,537 | $109.4M | 6.7% | +14,668+1.1% | Added | History |
Sold out since Q1 2022 (21)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 25,809 | $9.11M | 0.5% | History |
| CRCrane Co | COM | 4,500 | $487.0K | <0.1% | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,356 | $367.0K | <0.1% | History |
| HRIHerc Holdings Inc | COM | 2,055 | $343.0K | <0.1% | History |
| TFINTriumph Financial, Inc. | COM | 2,880 | $271.0K | <0.1% | History |
| NEMNEWMONT Corp | Stock | 3,238 | $257.0K | <0.1% | History |
| CUTRCutera Inc | COM | 3,700 | $255.0K | <0.1% | History |
| GATXGatx Corp | COM | 2,011 | $248.0K | <0.1% | History |
| SPGSimon Property Group Inc. | REIT | 1,809 | $238.0K | <0.1% | History |
| ADBEAdobe Inc. | Stock | 505 | $230.0K | <0.1% | History |
| TECKTeck Resources Ltd | CL B | 5,700 | $230.0K | <0.1% | History |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 2,765 | $226.0K | <0.1% | – |
| URIUnited Rentals, Inc. | COM | 623 | $221.0K | <0.1% | History |
| BNYBank of New York Mellon Corp | Stock | 4,336 | $215.0K | <0.1% | History |
| MDTMedtronic plc | Stock | 1,915 | $212.0K | <0.1% | History |
| BAXBaxter International Inc | Stock | 2,720 | $211.0K | <0.1% | History |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 4,071 | $211.0K | <0.1% | History |
| Paramount Global92556H107 | CL A | 5,210 | $211.0K | <0.1% | – |
| ROSTRoss Stores, Inc. | COM | 2,306 | $209.0K | <0.1% | History |
| TSLATesla, Inc. | Stock | 189 | $204.0K | <0.1% | History |
| UPSUnited Parcel Service Inc | Stock | 934 | $200.0K | <0.1% | History |