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CIK: 0001042063
Total reported value
$510.3M
$510.3M
26 檔
79.2%
According to the latest 13F quarterly dataset, Welch Capital Partners Llc/ny managed an equity portfolio of $510.3M at the end of Q1 2026, spanning 26 distinct U.S. exchange-listed positions.
In Q1 2026, Welch Capital Partners Llc/ny adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 2 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 | 46.02% | -0.11% | -3.70% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 30.37% | -0.02% | -0.09% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.88% | +0.43% | -17.62% | |
| 4 | BX | Blackstone Inc | Stock-Financials | 4.37% | -0.53% | — | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.29% | +0.83% | — | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | -0.04% | -19.07% | |
| 7 | STE | STERIS plc | Stock-Healthcare | 1.71% | -0.32% | -0.22% | |
| 8 | BA | Boeing Co/the | Stock-Industrials | 1.34% | -0.14% | — | |
| 9 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.06% | -0.12% | -57.07% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -0.02% | — | |
| 11 | INNV | Innovage Holding CORP | Stock-Other | 0.36% | -0.04% | -50.38% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.32% | — | — | |
| 13 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.30% | -0.01% | +166.14% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.02% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.03% | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 0.14% | +0.04% | — | |
| 17 | GLW | Corning Inc | Stock-Tech | 0.13% | +0.08% | — | |
| 18 | CI | THE Cigna Group | Stock-Healthcare | 0.10% | -0.01% | — | |
| 19 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.10% | — | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.07% | -0.07% | EXIT | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.06% | — | — | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.06% | -0.01% | — | |
| 23 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.06% | +0.01% | — | |
| 24 | COP | Conocophillips | Stock-Energy | 0.06% | -0.06% | EXIT | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.05% | — | — | |
| 26 | BTMCQ | Bitcoin Depot Inc | Stock-Other | 0.02% | -0.02% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2% | -0.09% | Trim |
| 2 | VOO | Vanguard S&p 500 ETF | +1.4% | -3.70% | Trim |
| 3 | BLDR | Builders Firstsource Inc | +0.2% | +166.14% | Add |
| 4 | VGT | Vanguard Info Tech ETF | +0.2% | — | Unchanged |
| 5 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.1% | — | Unchanged |
| 7 | BA | Boeing Co/the | 0% | — | Unchanged |
| 8 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 9 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 10 | AAPL | Apple Inc | 0% | — | Unchanged |
| 11 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 12 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
| 13 | CI | THE Cigna Group | 0% | — | Unchanged |
| 14 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 15 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 16 | XLK | Ss Technology Select Sector | — | — | Unchanged |
| 17 | HD | Home Depot Inc | — | — | Unchanged |
| 18 | STE | STERIS plc | 0% | -0.22% | Trim |
| 19 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 20 | INNV | Innovage Holding CORP | -0.1% | -50.38% | Trim |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | -19.07% | Trim |
| 22 | BX | Blackstone Inc | -0.9% | — | Unchanged |
| 23 | GOOG | Alphabet Inc-cl C | -1.1% | -17.62% | Trim |
| 24 | HSIC | Henry Schein Inc | -1.2% | -57.07% | Trim |
| 25 | ✓ | Bitcoin Depot Inc | — | EXIT | Sold out |
| 26 | COP | Conocophillips | — | NEW | New buy |
| 27 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 28 | BTMCQ | Bitcoin Depot 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 Q1 2026.
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, GOOG) accounted for 79.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
COP
市值: $248.0K
Top Position Liquidated / Trimmed
BITCOIN DEPOT INC
前期市值: $2.1M
During Q1 2026, Welch Capital Partners Llc/ny's top holdings by market value included VOO (46.0%)、SPY (30.4%)、GOOG (5.9%). The largest single position, VOO, represented 46.0% of total portfolio value.
In Q1 2026, Welch Capital Partners Llc/ny made 12 total portfolio adjustments, initiating 2 new buys, adding to 1 positions, trimming 7 holdings, and fully liquidating 2 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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