§ 13F · FUND PROFILE
WELCH CAPITAL PARTNERS LLC/NY.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $486K (13F)Positions · 26Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$0K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 342K | $204K | 46.0% | −4% |
| 2 | SPY | SPDR S&P 500 ETF TR | 207K | $135K | 30.4% | ±0% |
| 3 | GOOG | ALPHABET INC | 91K | $26K | 5.9% | −18% |
| 4 | BX | BLACKSTONE GROUP INC | 169K | $19K | 4.4% | ±0% |
| 5 | VGT | VANGUARD WORLD FD | 27K | $19K | 4.3% | ±0% |
| 6 | SPYM | SPDR SERIES TRUST | 120K | $9K | 2.1% | −19% |
| 7 | STE | STERIS PLC | 34K | $8K | 1.7% | ±0% |
| 8 | BA | BOEING CO | 30K | $6K | 1.3% | ±0% |
| 9 | HSIC | HENRY SCHEIN INC | 64K | $5K | 1.1% | −57% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 12K | $2K | 0.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WELCH SIGNAL
AC read
WELCH CAPITAL PARTNERS LLC/NY is a Other fund managing $486 thousand in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed