CIK 1042063
WELCH CAPITAL PARTNERS LLC/NY
Institutional 13F holdings & portfolio
Holdings
26
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–26 of 26
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 355K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 208K | $1M+ | SH |
| GOOG | ALPHABET INC | 111K | $1M+ | SH |
| BX | BLACKSTONE GROUP INC | 169K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 27K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 148K | $1M+ | SH |
| HSIC | HENRY SCHEIN INC | 149K | $1M+ | SH |
| STE | STERIS PLC | 34K | $1M+ | SH |
| BA | BOEING CO | 30K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 12K | $1M+ | SH |
| BTM | BITCOIN DEPOT INC | 1.6M | $1M+ | SH |
| INNV | INNOVAGE HLDG CORP | 404K | $1M+ | SH |
| AAPL | APPLE INC | 6K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 6K | $500K+ | SH |
| CI | CIGNA CORP NEW | 2K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 4K | $100K–$500K | SH |
| GLW | CORNING INC | 4K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 854 | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 696 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| IEMG | ISHARES TR | 3K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO | 642 | $100K–$500K | SH |