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CIK: 0001042063
Total reported value
$510.3M
$510.3M
26 檔
87.3%
As reported in its official Q4 2025 Form 13F filing, Welch Capital Partners Llc/ny's tracked investment portfolio stood at $510.3M with 26 total positions.
In Q4 2025, Welch Capital Partners Llc/ny adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 44.65% | -0.11% | -0.15% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 28.37% | -0.02% | -0.28% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.96% | +0.43% | -0.24% | |
| 4 | BX | Blackstone Inc | Stock-Financials | 5.22% | -0.53% | — | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.13% | +0.83% | — | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | -0.04% | -1.48% | |
| 7 | HSIC | Henry Schein Inc | Stock-Healthcare | 2.25% | -0.12% | — | |
| 8 | STE | STERIS plc | Stock-Healthcare | 1.75% | -0.32% | — | |
| 9 | BA | Boeing Co/the | Stock-Industrials | 1.30% | -0.14% | +40.13% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.48% | -0.02% | — | |
| 11 | ✓ | Bitcoin Depot Inc | Stock-Other | 0.42% | — | +10.76% | |
| 12 | INNV | Innovage Holding CORP | Stock-Other | 0.42% | -0.04% | -9.59% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.31% | — | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.03% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.02% | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 0.14% | +0.04% | +100.00% | |
| 17 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.13% | -0.01% | — | |
| 18 | CI | THE Cigna Group | Stock-Healthcare | 0.09% | -0.01% | -6.11% | |
| 19 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.09% | — | — | |
| 20 | GLW | Corning Inc | Stock-Tech | 0.07% | +0.08% | — | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.06% | — | — | |
| 22 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.05% | +0.01% | — | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.05% | -0.01% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.04% | -0.07% | EXIT | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.04% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.04% | +0.04% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.4% | -0.24% | Trim |
| 2 | BA | Boeing Co/the | +0.4% | +40.13% | Add |
| 3 | HSIC | Henry Schein Inc | +0.2% | — | Unchanged |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 5 | AAPL | Apple Inc | 0% | — | Unchanged |
| 6 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 7 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 8 | STE | STERIS plc | — | — | Unchanged |
| 9 | ROK | Rockwell Automation Inc | — | — | Unchanged |
| 10 | GLW | Corning Inc | — | — | Unchanged |
| 11 | XLK | Ss Technology Select Sector | — | +100.00% | Add |
| 12 | XOM | Exxon Mobil CORP | — | — | Unchanged |
| 13 | IEMG | Ishares Core Msci Emerging | — | — | Unchanged |
| 14 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 15 | HD | Home Depot Inc | 0% | — | Unchanged |
| 16 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 17 | CI | THE Cigna Group | 0% | -6.11% | Trim |
| 18 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -1.48% | Trim |
| 20 | INNV | Innovage Holding CORP | -0.1% | -9.59% | Trim |
| 21 | VGT | Vanguard Info Tech ETF | -0.1% | — | Unchanged |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -0.28% | Trim |
| 23 | VOO | Vanguard S&p 500 ETF | -0.2% | -0.15% | Trim |
| 24 | ✓ | Bitcoin Depot Inc | -0.6% | +10.76% | Add |
| 25 | BX | Blackstone Inc | -0.7% | — | Unchanged |
| 26 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 27 | BLDR | Builders Firstsource Inc | — | NEW | New buy |
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 26 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, GOOG) accounted for 87.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
BLDR
市值: $630.0K
Top Position Liquidated / Trimmed
XLV
前期市值: $961.0K
During Q4 2025, Welch Capital Partners Llc/ny's top holdings by market value included VOO (44.6%)、SPY (28.4%)、GOOG (7.0%). The largest single position, VOO, represented 44.6% of total portfolio value.
In Q4 2025, Welch Capital Partners Llc/ny made 11 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 6 holdings, and fully liquidating 1 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.
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