Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WELCH CAPITAL PARTNERS LLC/NY (CIK 1042063) reported $444.2M across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($204.4M, 46.02%), SPY ($134.9M, 30.37%), GOOG ($26.1M, 5.88%), BX ($19.4M, 4.37%), VGT ($19.1M, 4.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $204.4M | 46.02% | 342,077 | Trimmed |
| 2 | SPY | SPDR S&P 500 ETF TR | $134.9M | 30.37% | 207,400 | Trimmed |
| 3 | GOOG | ALPHABET INC | $26.1M | 5.88% | 91,102 | Trimmed |
| 4 | BX | BLACKSTONE GROUP INC | $19.4M | 4.37% | 168,826 | Hold |
| 5 | VGT | VANGUARD WORLD FD | $19.1M | 4.29% | 27,310 | Hold |
| 6 | SPLG | SPDR SERIES TRUST | $9.2M | 2.07% | 119,937 | Trimmed |
| 7 | STE | STERIS PLC | $7.6M | 1.71% | 34,332 | Trimmed |
| 8 | BA | BOEING CO | $5.9M | 1.34% | 29,823 | Hold |
| 9 | HSIC | HENRY SCHEIN INC | $4.7M | 1.06% | 63,897 | Trimmed |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $2.4M | 0.54% | 12,488 | Hold |
| 11 | INNV | INNOVAGE HLDG CORP | $1.6M | 0.36% | 200,501 | Trimmed |
| 12 | AAPL | APPLE INC | $1.4M | 0.32% | 5,601 | Hold |
| 13 | BLDR | BUILDERS FIRSTSOURCE INC | $1.3M | 0.30% | 16,301 | Added |
| 14 | GOOGL | ALPHABET INC | $1.2M | 0.27% | 4,200 | Hold |
| 15 | MSFT | MICROSOFT CORP | $1.2M | 0.26% | 3,137 | Hold |
| 16 | XLK | SELECT SECTOR SPDR TR | $635,000 | 0.14% | 4,780 | Hold |
| 17 | GLW | CORNING INC | $570,000 | 0.13% | 4,194 | Hold |
| 18 | CI | CIGNA CORP NEW | $447,000 | 0.10% | 1,676 | Hold |
| 19 | BK | BANK NEW YORK MELLON CORP | $439,000 | 0.10% | 3,701 | Hold |
| 20 | XOM | EXXON MOBIL CORP | $308,000 | 0.07% | 1,813 | Hold |
| 21 | HD | HOME DEPOT INC | $281,000 | 0.06% | 854 | Hold |
| 22 | JNJ | JOHNSON & JOHNSON | $266,000 | 0.06% | 1,090 | Hold |
| 23 | ROK | ROCKWELL AUTOMATION INC | $250,000 | 0.06% | 696 | Hold |
| 24 | COP | CONOCOPHILLIPS | $248,000 | 0.06% | 1,877 | New |
| 25 | IEMG | ISHARES TR | $216,000 | 0.05% | 3,096 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31