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Chris Welch — Institutional Investor Profile | Buyside Digest

Chris Welch

Institutional Investor • Diamond Hill Small-Mid Cap Strategy

Value

$1.5B

Stocks

50 Stocks

Turnover

0.0%

CIK

0001144316EDGAR ↗

Website ↗

Top Holdings

AIG(4.86%) ABT(4.68%) BRK.B(4.59%) CL(3.98%) AON(3.86%)

About Investor

The Small-Mid Cap Strategy targets companies with market capitalizations between $500 million and $10 billion at time of purchase, maintaining a concentrated portfolio of 64 equity holdings as of December 31, 2025. With $1.374 billion in assets under management, the strategy demonstrates high conviction through a 99% active share and significant differentiation from benchmark indices. The approach has generated competitive long-term returns since inception in 2005, with 9.33% gross annualized returns compared to 8.97% for the Russell 2500 Index. The strategy is available both as separate accounts and through mutual fund vehicles (DHMAX, DHMIX, DHMYX).

Investor Philosophy

Investment philosophy details pending verification.

Chris Welch Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
AIG	None	American International Group	Financials	$464.5M	4.9%	No Change
ABT	None	Abbott Laboratories	Health Care	$448.0M	4.7%	No Change
BRK.B	None	Berkshire Hathaway, Inc.	General	$438.7M	4.6%	No Change
CL	None	Colgate-Palmolive	Consumer Staples	$380.7M	4.0%	No Change
AON	None	Aon	Financials	$369.6M	3.9%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$309.9M	3.2%	No Change
COF	None	Capital One Financial Corporation	Financials	$290.9M	3.0%	No Change
FANG	None	Diamondback Resources	Energy	$268.9M	2.8%	No Change
WM	None	Waste Management	Industrials	$262.1M	2.7%	No Change
ZTS	None	Zoetis Inc.	Health Care	$255.6M	2.7%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Health Care20.1%

Financials18.4%

Industrials15.9%

Consumer Staples9.4%

Information Technology8.6%

Sector	Stocks	Value	Exposure
Health Care	10	$1919.6M	20.1%
Financials	7	$1765.0M	18.4%
Industrials	10	$1519.9M	15.9%
Consumer Staples	4	$899.5M	9.4%
Information Technology	4	$818.9M	8.6%
Energy	4	$673.4M	7.0%
General	2	$567.1M	5.9%
Real Estate	2	$441.6M	4.6%
Consumer Discretionary	3	$414.8M	4.3%
Communication Services	2	$317.4M	3.3%
Materials	2	$228.8M	2.4%