Burton Enright Welch
Net buyer this quarter
$852M
64
+$1.93M
7.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CVX | $13.1M | 1.54% | 0.00% | -1.8% | Q4 2021 |
 AAPL | $9.76M | 1.15% | 0.00% | +2.7% | Q4 2021 |
 MCK | $8.87M | 1.04% | 0.01% | -2.6% | Q4 2021 |
 NVDA | $6.09M | 0.72% | 0.00% | +83.8% | Q4 2021 |
 LECO | $6.04M | 0.71% | 0.04% | Not reported | Q4 2021 |
 AVGO | $3.37M | 0.40% | 0.00% | +1.1% | Q2 2025 |
 AMZN | $3.13M | 0.37% | 0.00% | +3.5% | Q4 2021 |
 MSFT | $3.1M | 0.36% | 0.00% | -1.3% | Q4 2021 |
 BAC | $3.05M | 0.36% | 0.00% | -0.6% | Q4 2021 |
 GOOGL | $2.71M | 0.32% | 0.00% | -9.2% | Q4 2021 |
 TSLA | $2.64M | 0.31% | 0.00% | +1.6% | Q4 2021 |
 CNOB | $2.59M | 0.30% | 0.15% | +0.1% | Q2 2025 |
| GOOG | $2.47M | 0.29% | Not reported | +1.9% | Q4 2021 |
 LLY | $2.37M | 0.28% | 0.00% | -21.9% | Q4 2022 |
 INTC | $2M | 0.24% | 0.00% | +1.6% | Q4 2021 |
 SPY | $1.87M | 0.22% | Not reported | +27.5% | Q4 2021 |
 BRK.B | $1.62M | 0.19% | Not reported | +1.3% | Q4 2021 |
 CAT | $1.59M | 0.19% | 0.00% | -10.5% | Q4 2021 |
 META | $1.38M | 0.16% | Not reported | +19.5% | Q4 2021 |
 COST | $1.35M | 0.16% | 0.00% | -6.5% | Q4 2021 |
 V | $1.3M | 0.15% | 0.00% | -8.2% | Q4 2021 |
 JNJ | $893K | 0.10% | 0.00% | -5.9% | Q3 2022 |
 JPM | $888K | 0.10% | 0.00% | -21.2% | Q4 2021 |
 WSM | $842K | 0.10% | 0.00% | -5.3% | Q4 2021 |
 CDNS | $835K | 0.10% | 0.00% | -12.6% | Q4 2021 |
 CSCO | $719K | 0.08% | 0.00% | +0.2% | Q4 2021 |
 HD | $707K | 0.08% | 0.00% | -10.1% | Q4 2021 |
 EXPD | $686K | 0.08% | 0.00% | +0.1% | Q4 2021 |
 ORCL | $674K | 0.08% | 0.00% | +0.8% | Q4 2021 |
 FTNT | $655K | 0.08% | 0.00% | +35.9% | Q1 2026 |
 WFC | $628K | 0.07% | 0.00% | +8.6% | Q4 2021 |
 ADP | $617K | 0.07% | 0.00% | 0.0% | Q4 2021 |
 AMD | $573K | 0.07% | 0.00% | Not reported | Q4 2025 |
 GE | $550K | 0.06% | 0.00% | +6.4% | Q1 2024 |
 AMAT | $549K | 0.06% | 0.00% | -30.2% | Q3 2025 |
 SYK | $546K | 0.06% | 0.00% | +1.4% | Q4 2021 |
 XOM | $497K | 0.06% | 0.00% | -12.5% | Q4 2021 |
 GEV | $461K | 0.05% | 0.00% | +13.3% | Q3 2025 |
 PG | $445K | 0.05% | 0.00% | -6.9% | Q4 2021 |
 QQQ | $444K | 0.05% | Not reported | -7.7% | Q1 2024 |
 WMT | $440K | 0.05% | 0.00% | -19.6% | Q1 2025 |
 AXP | $427K | 0.05% | 0.00% | -17.1% | Q3 2023 |
 PHYS | $425K | 0.05% | 0.00% | Not reported | Q1 2024 |
 PEP | $422K | 0.05% | 0.00% | -5.5% | Q4 2021 |
 BA | $410K | 0.05% | 0.00% | +6.1% | Q4 2021 |
 DIS | $394K | 0.05% | 0.00% | -2.8% | Q4 2021 |
 MU | $384K | 0.05% | 0.00% | New | Q2 2026 |
 TXN | $366K | 0.04% | 0.00% | +6.1% | Q2 2025 |
 ABBV | $365K | 0.04% | 0.00% | -6.6% | Q4 2023 |
 MCD | $356K | 0.04% | 0.00% | -3.9% | Q4 2021 |
| Q1 2026 | |||||
| CVX | $16.7M | 2.27% | 0.00% | -2.5% | Q4 2021 |
| MCK | $10.4M | 1.42% | 0.01% | -0.8% | Q4 2021 |
| AAPL | $8.33M | 1.13% | 0.00% | -6.4% | Q4 2021 |
| LECO | $5.67M | 0.77% | 0.04% | +9.6% | Q4 2021 |
| MSFT | $3.12M | 0.42% | 0.00% | +2.7% | Q4 2021 |
| NVDA | $2.89M | 0.39% | 0.00% | -1.7% | Q4 2021 |
| AVGO | $2.73M | 0.37% | 0.00% | -21.1% | Q2 2025 |
| AMZN | $2.64M | 0.36% | 0.00% | +4.8% | Q4 2021 |
| BAC | $2.63M | 0.36% | 0.00% | -6.0% | Q4 2021 |
| GOOGL | $2.4M | 0.33% | 0.00% | +9.0% | Q4 2021 |
| LLY | $2.33M | 0.32% | 0.00% | -3.2% | Q4 2022 |
| TSLA | $2.3M | 0.31% | 0.00% | -17.6% | Q4 2021 |
| CNOB | $2.07M | 0.28% | 0.15% | -2.8% | Q2 2025 |
| GOOG | $1.97M | 0.27% | Not reported | -8.0% | Q4 2021 |
| COST | $1.54M | 0.21% | 0.00% | +8.1% | Q4 2021 |
| BRK.B | $1.53M | 0.21% | Not reported | +1.0% | Q4 2021 |
| SPY | $1.27M | 0.17% | Not reported | -5.0% | Q4 2021 |
| V | $1.25M | 0.17% | 0.00% | +6.3% | Q4 2021 |
| CAT | $1.18M | 0.16% | 0.00% | +2.0% | Q4 2021 |
| META | $1.18M | 0.16% | Not reported | -1.9% | Q4 2021 |
| JPM | $1.01M | 0.14% | 0.00% | +13.6% | Q4 2021 |
| JNJ | $913K | 0.12% | 0.00% | -8.0% | Q3 2022 |
| HD | $733K | 0.10% | 0.00% | +12.7% | Q4 2021 |
| CDNS | $707K | 0.10% | 0.00% | +0.2% | Q4 2021 |
| XOM | $705K | 0.10% | 0.00% | +16.5% | Q4 2021 |
| WSM | $695K | 0.09% | 0.00% | -5.9% | Q4 2021 |
| ORCL | $671K | 0.09% | 0.00% | -2.1% | Q4 2021 |
| INTC | $623K | 0.08% | 0.00% | -4.1% | Q4 2021 |
| EXPD | $603K | 0.08% | 0.00% | -2.3% | Q4 2021 |
| WMT | $601K | 0.08% | 0.00% | +11.6% | Q1 2025 |
| SYK | $562K | 0.08% | 0.00% | -0.9% | Q4 2021 |
| ADP | $560K | 0.08% | 0.00% | -1.4% | Q4 2021 |
| WFC | $557K | 0.08% | 0.00% | -2.6% | Q4 2021 |
| PEP | $512K | 0.07% | 0.00% | -7.2% | Q4 2021 |
| PHYS | $499K | 0.07% | 0.00% | Not reported | Q1 2024 |
| CSCO | $474K | 0.06% | 0.00% | -5.2% | Q4 2021 |
| PG | $471K | 0.06% | 0.00% | +6.3% | Q4 2021 |
| AXP | $460K | 0.06% | 0.00% | +13.7% | Q3 2023 |
| MCD | $425K | 0.06% | 0.00% | +0.4% | Q4 2021 |
| DIS | $405K | 0.06% | 0.00% | +0.8% | Q4 2021 |
| GE | $392K | 0.05% | 0.00% | -15.1% | Q1 2024 |
 ISRG | $380K | 0.05% | 0.00% | +7.4% | Q4 2021 |
| QQQ | $377K | 0.05% | Not reported | +8.5% | Q1 2024 |
| AMAT | $372K | 0.05% | 0.00% | -16.5% | Q3 2025 |
| BA | $356K | 0.05% | 0.00% | -3.5% | Q4 2021 |
 T | $338K | 0.05% | 0.00% | -0.1% | Q1 2024 |
| ABBV | $338K | 0.05% | 0.00% | -11.9% | Q4 2023 |
 GS | $331K | 0.04% | 0.00% | +34.8% | Q3 2025 |
| GEV | $302K | 0.04% | 0.00% | -16.2% | Q3 2025 |
 BR | $273K | 0.04% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| CVX | $12.6M | 1.77% | 0.00% | +0.1% | Q4 2021 |
| MCK | $9.97M | 1.40% | 0.01% | -0.8% | Q4 2021 |
| AAPL | $9.54M | 1.34% | 0.00% | -0.2% | Q4 2021 |
| LECO | $4.98M | 0.70% | 0.04% | 0.0% | Q4 2021 |
| MSFT | $3.97M | 0.56% | 0.00% | +4.4% | Q4 2021 |
| AVGO | $3.87M | 0.54% | 0.00% | +1.0% | Q2 2025 |
| TSLA | $3.38M | 0.48% | 0.00% | +47.3% | Q4 2021 |
| BAC | $3.16M | 0.44% | 0.00% | -6.6% | Q4 2021 |
| NVDA | $3.14M | 0.44% | 0.00% | +6.1% | Q4 2021 |
| LLY | $2.81M | 0.40% | 0.00% | -3.4% | Q4 2022 |
| AMZN | $2.8M | 0.39% | 0.00% | +2.5% | Q4 2021 |
| GOOGL | $2.4M | 0.34% | 0.00% | +4.8% | Q4 2021 |
| GOOG | $2.34M | 0.33% | Not reported | +2.7% | Q4 2021 |
| CNOB | $2.09M | 0.29% | 0.16% | Not reported | Q2 2025 |
| BRK.B | $1.59M | 0.22% | Not reported | +6.3% | Q4 2021 |
| SPY | $1.41M | 0.20% | Not reported | +15.1% | Q4 2021 |
| META | $1.38M | 0.19% | Not reported | +2.9% | Q4 2021 |
| V | $1.36M | 0.19% | 0.00% | +1.7% | Q4 2021 |
| COST | $1.23M | 0.17% | 0.00% | -5.9% | Q4 2021 |
| JPM | $977K | 0.14% | 0.00% | +5.7% | Q4 2021 |
| CAT | $940K | 0.13% | 0.00% | +4.2% | Q4 2021 |
| ORCL | $907K | 0.13% | 0.00% | +0.3% | Q4 2021 |
| JNJ | $841K | 0.12% | 0.00% | +5.0% | Q3 2022 |
| CDNS | $794K | 0.11% | 0.00% | -5.1% | Q4 2021 |
| WSM | $723K | 0.10% | 0.00% | +0.2% | Q4 2021 |
| ADP | $719K | 0.10% | 0.00% | -1.3% | Q4 2021 |
| HD | $681K | 0.10% | 0.00% | -1.0% | Q4 2021 |
| WFC | $669K | 0.09% | 0.00% | +1.8% | Q4 2021 |
| EXPD | $642K | 0.09% | 0.00% | -0.1% | Q4 2021 |
| SYK | $607K | 0.09% | 0.00% | +0.6% | Q4 2021 |
| INTC | $544K | 0.08% | 0.00% | +1.2% | Q4 2021 |
| PEP | $509K | 0.07% | 0.00% | +1.3% | Q4 2021 |
| GE | $501K | 0.07% | 0.00% | +9.6% | Q1 2024 |
| CSCO | $497K | 0.07% | 0.00% | -2.1% | Q4 2021 |
| AXP | $495K | 0.07% | 0.00% | -2.0% | Q3 2023 |
| WMT | $483K | 0.07% | 0.00% | +15.9% | Q1 2025 |
| DIS | $475K | 0.07% | 0.00% | +2.8% | Q4 2021 |
| PHYS | $465K | 0.07% | 0.00% | Not reported | Q1 2024 |
| PG | $440K | 0.06% | 0.00% | -0.3% | Q4 2021 |
| ISRG | $435K | 0.06% | 0.00% | +7.7% | Q4 2021 |
| XOM | $429K | 0.06% | 0.00% | +7.8% | Q4 2021 |
| MCD | $416K | 0.06% | 0.00% | +7.3% | Q4 2021 |
| ABBV | $403K | 0.06% | 0.00% | +17.4% | Q4 2023 |
| BA | $402K | 0.06% | 0.00% | +2.8% | Q4 2021 |
 IBM | $392K | 0.06% | 0.00% | -1.3% | Q3 2024 |
| QQQ | $371K | 0.05% | Not reported | -14.0% | Q1 2024 |
| AMAT | $335K | 0.05% | 0.00% | -2.8% | Q3 2025 |
| T | $290K | 0.04% | 0.00% | -2.0% | Q1 2024 |
| GEV | $270K | 0.04% | 0.00% | +12.2% | Q3 2025 |
| GS | $255K | 0.04% | 0.00% | +6.2% | Q3 2025 |
| Q3 2025 | |||||
| CVX | $12.8M | 1.94% | 0.00% | -0.4% | Q4 2021 |
| MCK | $9.47M | 1.43% | 0.01% | -13.0% | Q4 2021 |
| AAPL | $8.95M | 1.35% | 0.00% | +1.6% | Q4 2021 |
| LECO | $4.9M | 0.74% | 0.04% | 0.0% | Q4 2021 |
| MSFT | $4.07M | 0.61% | 0.00% | +4.0% | Q4 2021 |
| AVGO | $3.65M | 0.55% | 0.00% | -11.5% | Q2 2025 |
| BAC | $3.17M | 0.48% | 0.00% | -0.5% | Q4 2021 |
| NVDA | $2.96M | 0.45% | 0.00% | +0.6% | Q4 2021 |
| AMZN | $2.6M | 0.39% | 0.00% | -2.0% | Q4 2021 |
| TSLA | $2.27M | 0.34% | 0.00% | -30.9% | Q4 2021 |
| LLY | $2.07M | 0.31% | 0.00% | -7.0% | Q4 2022 |
| CNOB | $1.98M | 0.30% | 0.16% | Not reported | Q2 2025 |
| GOOGL | $1.78M | 0.27% | 0.00% | +9.8% | Q4 2021 |
| GOOG | $1.77M | 0.27% | Not reported | -8.6% | Q4 2021 |
| META | $1.5M | 0.23% | Not reported | +5.7% | Q4 2021 |
| BRK.B | $1.5M | 0.23% | Not reported | +2.7% | Q4 2021 |
| COST | $1.4M | 0.21% | 0.00% | +1.4% | Q4 2021 |
| V | $1.31M | 0.20% | 0.00% | -1.6% | Q4 2021 |
| ORCL | $1.3M | 0.20% | 0.00% | +0.7% | Q4 2021 |
| SPY | $1.19M | 0.18% | Not reported | Not reported | Q4 2021 |
| CDNS | $940K | 0.14% | 0.00% | +0.3% | Q4 2021 |
| JPM | $904K | 0.14% | 0.00% | +14.0% | Q4 2021 |
| ADP | $831K | 0.13% | 0.00% | +0.7% | Q4 2021 |
| HD | $809K | 0.12% | 0.00% | +4.4% | Q4 2021 |
| WSM | $790K | 0.12% | 0.00% | +0.1% | Q4 2021 |
| CAT | $751K | 0.11% | 0.00% | +1.8% | Q4 2021 |
| JNJ | $717K | 0.11% | 0.00% | +0.1% | Q3 2022 |
| SYK | $634K | 0.10% | 0.00% | +1.7% | Q4 2021 |
| WFC | $592K | 0.09% | 0.00% | -22.7% | Q4 2021 |
| EXPD | $529K | 0.08% | 0.00% | +0.2% | Q4 2021 |
| PEP | $492K | 0.07% | 0.00% | +2.7% | Q4 2021 |
| INTC | $488K | 0.07% | 0.00% | -6.8% | Q4 2021 |
| PG | $473K | 0.07% | 0.00% | +1.5% | Q4 2021 |
| DIS | $465K | 0.07% | 0.00% | +2.1% | Q4 2021 |
| AXP | $453K | 0.07% | 0.00% | +2.3% | Q3 2023 |
| CSCO | $450K | 0.07% | 0.00% | +2.6% | Q4 2021 |
| GE | $447K | 0.07% | 0.00% | +7.1% | Q1 2024 |
| QQQ | $421K | 0.06% | Not reported | +1.3% | Q1 2024 |
| PHYS | $417K | 0.06% | 0.00% | Not reported | Q1 2024 |
| BA | $389K | 0.06% | 0.00% | +5.8% | Q4 2021 |
| MCD | $386K | 0.06% | 0.00% | +4.8% | Q4 2021 |
| WMT | $386K | 0.06% | 0.00% | +10.0% | Q1 2025 |
| IBM | $378K | 0.06% | 0.00% | +4.4% | Q3 2024 |
| XOM | $373K | 0.06% | 0.00% | +9.6% | Q4 2021 |
| ABBV | $348K | 0.05% | 0.00% | +20.9% | Q4 2023 |
| T | $337K | 0.05% | 0.00% | +1.8% | Q1 2024 |
| ISRG | $319K | 0.05% | 0.00% | -2.3% | Q4 2021 |
 SCHW | $299K | 0.05% | 0.00% | +2.2% | Q1 2022 |
 NFLX | $277K | 0.04% | 0.00% | +13.8% | Q2 2025 |
| AMAT | $275K | 0.04% | 0.00% | New | Q3 2025 |