Welch Capital Partners Llc/Ny
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$444K
Q ending 2026-03-31
Prior quarter
$499K
Q ending 2025-12-31
Change
-11.0% QoQ · +5.7% YoY
Positions
26
reported holdings
Largest positions
All 26 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $204K | 342K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $135K | 207K |
| Alphabet Inc | GOOG | Shares | $26K | 91K |
| Blackstone Group Inc | BX | Shares | $19K | 169K |
| Vanguard World Fd | VGT | Shares | $19K | 27K |
| Spdr Series Trust | SPYM | Shares | $9K | 120K |
| Steris Plc | Shares | $8K | 34K | |
| Boeing Co | BA | Shares | $6K | 30K |
| Henry Schein Inc | HSIC | Shares | $5K | 64K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2K | 12K |
| Innovage Hldg Corp | INNV | Shares | $2K | 201K |
| Apple Inc | AAPL | Shares | $1K | 6K |
| Builders Firstsource Inc | BLDR | Shares | $1K | 16K |
| Alphabet Inc | GOOGL | Shares | $1K | 4K |
| Microsoft Corp | MSFT | Shares | $1K | 3K |
| Select Sector Spdr Tr | XLK | Shares | $635 | 5K |
| Corning Inc | GLW | Shares | $570 | 4K |
| Cigna Corp New | CI | Shares | $447 | 2K |
| Bank New York Mellon Corp | BNY | Shares | $439 | 4K |
| Exxon Mobil Corp | XOM | Shares | $308 | 2K |
| Home Depot Inc | HD | Shares | $281 | 854 |
| Johnson & Johnson | JNJ | Shares | $266 | 1K |
| Rockwell Automation Inc | ROK | Shares | $250 | 696 |
| Conocophillips | COP | Shares | $248 | 2K |
| Ishares Tr | IEMG | Shares | $216 | 3K |
| Bitcoin Depot Inc | BTMCQ | Shares | $76 | 35K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.