13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001042063
Total reported value
$510.3M
$510.3M
21 檔
77.5%
As reported in its official Q2 2025 Form 13F filing, Welch Capital Partners Llc/ny's tracked investment portfolio stood at $510.3M with 21 total positions.
During Q2 2025, Welch Capital Partners Llc/ny's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 45.04% | -0.11% | -2.10% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 28.64% | -0.02% | -2.74% | |
| 3 | BX | Blackstone Inc | Stock-Financials | 5.62% | -0.53% | +2.74% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.38% | +0.43% | -2.72% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.35% | -0.04% | -20.66% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.03% | +0.83% | -2.38% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 1.86% | — | -2.27% | |
| 8 | ✓ | Bitcoin Depot Inc | Stock-Other | 1.45% | — | +33.01% | |
| 9 | STE | STERIS plc | Stock-Healthcare | 1.44% | -0.32% | -2.44% | |
| 10 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.03% | — | -3.12% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.51% | -0.02% | — | |
| 12 | INNV | Innovage Holding CORP | Stock-Other | 0.37% | -0.04% | +22.65% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.03% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.26% | — | -1.48% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.02% | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 0.13% | +0.04% | — | |
| 17 | CI | THE Cigna Group | Stock-Healthcare | 0.13% | -0.01% | — | |
| 18 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.08% | — | — | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.07% | — | — | |
| 20 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.05% | +0.01% | — | |
| 21 | GLW | Corning Inc | Stock-Tech | 0.05% | +0.08% | — |
According to official SEC Form 13F filings, Welch Capital Partners Llc/ny reported a total U.S. public equity portfolio value of $510.3M across 21 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, BX) accounted for 77.5% of total reported equity market value during Q2 2025.
During Q2 2025, Welch Capital Partners Llc/ny's top holdings by market value included VOO (45.0%)、SPY (28.6%)、BX (5.6%). The largest single position, VOO, represented 45.0% of total portfolio value.
In Q2 2025, Welch Capital Partners Llc/ny made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.