Welch Group, LLC

Q4 2025 13F-HR Holdings

Location
Birmingham, AL
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
309
Total value ($000)
$2,594,089
Net value change ($000)
+32,618 (1.3%)
New positions
26
Sold out positions
17
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AEP 36,575 3966.9%
PYLD 19,610 NEW
MU 9,452 1184.5%
CSCO 8,305 12.6%
JNJ 7,568 10.6%
XLP 6,733 NEW
AAPL 5,907 6.1%
SPY 5,319 142.8%
TFC 5,175 8.6%
RTX 5,152 5.9%
Top Reduces (Value $000, Stocks/ETFs)
GIS -39,346 -94.9%
KMB -14,024 -30.0%
AJG -10,839 -15.4%
HD -9,337 -12.9%
MSFT -7,286 -6.8%
SFBS -7,182 -9.1%
CL -6,369 -11.6%
PAYX -5,880 -11.4%
ORCL -5,649 -29.8%
SO -5,266 -7.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 925 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type