WELCH CAPITAL PARTNERS LLC/NY
13F Reported Value
ⓘ$444,181
Holdings
26
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WELCH CAPITAL PARTNERS LLC/NY disclosed 26 positions worth $444,181 in its Form 13F-HR for Q1 2026, followed by $SPY and $GOOGL. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $COP and a full exit from $JPM. The portfolio is most concentrated in Other (82.9% of disclosed assets). All figures are sourced directly from WELCH CAPITAL PARTNERS LLC/NY’s Form 13F-HR filing with the SEC under CIK 1042063.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS
—Quality
$204.4K342,077 sh- —
Quality
$134.9K207,400 sh - 80.2#45
Quality
$26.1K91,102 sh - 68.0
Quality
$19.4K168,826 sh VANGUARD WORLD FD
—Quality
$19.1K27,310 shSPDR SERIES TRUST
—Quality
$9.2K119,937 sh- —
Quality
$7.6K34,332 sh - 51.8
Quality
$5.9K29,823 sh - 52.0
Quality
$4.7K63,897 sh - —
Quality
$2.4K12,488 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $204.4K | 342,077 |
 SPDR S&P 500 ETF TRUST$SPY | — | $134.9K | 207,400 |
 Alphabet Inc.$GOOGL | 80.2#45 | $26.1K | 91,102 |
 Blackstone Inc.$BX | 68.0 | $19.4K | 168,826 |
| VANGUARD WORLD FD | — | $19.1K | 27,310 |
| SPDR SERIES TRUST | — | $9.2K | 119,937 |
 STERIS plc$STE | — | $7.6K | 34,332 |
 BOEING CO$BA | 51.8 | $5.9K | 29,823 |
 HENRY SCHEIN INC$HSIC | 52.0 | $4.7K | 63,897 |
 Invesco Ltd.$IVZ | — | $2.4K | 12,488 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WELCH CAPITAL PARTNERS LLC/NY's 26 positions.
Showing top 10 of 26 holdings.
Sector Allocation
Other
$368,375
Technology
$30,174
Financials
$22,325
Healthcare
$14,622
Industrials
$5,936
Consumer Discretionary
$1,623
Materials
$570
Energy
$556
Full Holdings — WELCH CAPITAL PARTNERS LLC/NY (Q1 2026)
All 26 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $204,408 | 46.0% | -4% | — |
| 2 | $SPY | SPDR S&P 500 ETF TRUST | $134,881 | 30.4% | -0% | — |
| 3 | $GOOGL | Alphabet Inc. | $26,134 | 5.9% | -18% | 80.2 |
| 4 | $BX | Blackstone Inc. | $19,413 | 4.4% | +0% | 68 |
| 5 | — | VANGUARD WORLD FD | $19,055 | 4.3% | +0% | — |
| 6 | — | SPDR SERIES TRUST | $9,180 | 2.1% | -19% | — |
| 7 | $STE | STERIS plc | $7,592 | 1.7% | -0% | — |
| 8 | $BA | BOEING CO | $5,936 | 1.3% | +0% | 51.8 |
| 9 | $HSIC | HENRY SCHEIN INC | $4,709 | 1.1% | -57% | 52 |
| 10 | $IVZ | Invesco Ltd. | $2,397 | 0.5% | +0% | — |
| 11 |  $INNV | InnovAge Holding Corp. | $1,608 | 0.4% | -50% | 46.1 |
| 12 |  $AAPL | Apple Inc. | $1,421 | 0.3% | +0% | 76.1 |
| 13 |  $BLDR | Builders FirstSource, Inc. | $1,342 | 0.3% | +166% | 48.4 |
| 14 |  $GOOG | Alphabet Inc. | $1,208 | 0.3% | +0% | 80.2 |
| 15 |  $MSFT | MICROSOFT CORP | $1,161 | 0.3% | +0% | 83.7 |
| 16 | — | SELECT SECTOR SPDR TR | $635 | 0.1% | +0% | — |
| 17 |  $GLW | CORNING INC /NY | $570 | 0.1% | +0% | 72.7 |
| 18 |  $CI | Cigna Group | $447 | 0.1% | +0% | 66.8 |
| 19 |  $__PARK_1390777 | Bank of New York Mellon Corp | $439 | 0.1% | +0% | 36.7 |
| 20 |  $XOM | EXXON MOBIL CORP | $308 | 0.1% | +0% | 61.8 |
| 21 |  $HD | HOME DEPOT, INC. | $281 | 0.1% | +0% | 69.2 |
| 22 |  $JNJ | JOHNSON & JOHNSON | $266 | 0.1% | +0% | 72.8 |
| 23 |  $ROK | ROCKWELL AUTOMATION, INC | $250 | 0.1% | +0% | 68.2 |
| 24 |  $COP | CONOCOPHILLIPS | $248 | 0.1% | NEW | 74.8 |
| 25 | — | ISHARES TR | $216 | 0.1% | +0% | — |
| 26 |  $BTM | Bitcoin Depot Inc. | $76 | 0.0% | -98% | 46.7 |
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for WELCH CAPITAL PARTNERS LLC/NY including:
Track WELCH CAPITAL PARTNERS LLC/NY's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for WELCH CAPITAL PARTNERS LLC/NY and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: WELCH CAPITAL PARTNERS LLC/NY
13F Pro is an AI hedge fund tracker and stock research platform. For WELCH CAPITAL PARTNERS LLC/NY (SEC CIK: 1042063), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in WELCH CAPITAL PARTNERS LLC/NY's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.