§ 13F · FUND PROFILE
WELCH CAPITAL PARTNERS LLC/NY.
AUM · $510K (13F)Positions · 26Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 341K | $234K | 45.9% | ±0% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 207K | $155K | 30.4% | ±0% |
| 3 | GOOG | ALPHABET INC | 91K | $32K | 6.3% | ±0% |
| 4 | VGT | VANGUARD WORLD FD | 218K | $26K | 5.1% | +700% |
| 5 | BX | BLACKSTONE GROUP INC | 166K | $20K | 3.8% | −1% |
| 6 | SPYM | SPDR SERIES TRUST | 118K | $10K | 2.0% | −2% |
| 7 | STE | STERIS PLC | 34K | $7K | 1.4% | −2% |
| 8 | BA | BOEING CO | 28K | $6K | 1.2% | −5% |
| 9 | HSIC | SCHEIN HENRY INC | 57K | $5K | 0.9% | −10% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 12K | $3K | 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 $510 thousand in assets. The fund runs a focused portfolio of just 26 positions.
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