§ 13F · FUND PROFILE
WELCH CAPITAL PARTNERS LLC/NY.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $485.5B (13F)Positions · 26Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$630M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 355K | $222.8B | 44.7% | ±0% |
| 2 | SPY | SPDR S&P 500 ETF TR | 208K | $141.6B | 28.4% | ±0% |
| 3 | GOOG | ALPHABET INC | 111K | $34.7B | 7.0% | ±0% |
| 4 | BX | BLACKSTONE GROUP INC | 169K | $26.0B | 5.2% | ±0% |
| 5 | VGT | VANGUARD WORLD FD | 27K | $20.6B | 4.1% | ±0% |
| 6 | SPYM | SPDR SERIES TRUST | 148K | $11.9B | 2.4% | −1% |
| 7 | HSIC | HENRY SCHEIN INC | 149K | $11.2B | 2.3% | ±0% |
| 8 | STE | STERIS PLC | 34K | $8.7B | 1.7% | ±0% |
| 9 | BA | BOEING CO | 30K | $6.5B | 1.3% | +40% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 12K | $2.4B | 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 $485.5 trillion in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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