Universe · entity
WELCH CAPITAL PARTNERS LLC/NY
Institutional manager (13F) · CIK 1042063
13F holdings · as of 2026-03-31 · top 26 · reported portfolio $444k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $204k | 342,077 |
| 2 | SPDR S&P 500 ETF TR | $135k | 207,400 |
| 3 | ALPHABET INC | $26k | 91,102 |
| 4 | BLACKSTONE GROUP INC | $19k | 168,826 |
| 5 | VANGUARD WORLD FD | $19k | 27,310 |
| 6 | SPDR SERIES TRUST | $9k | 119,937 |
| 7 | STERIS PLC | $8k | 34,332 |
| 8 | BOEING CO | $6k | 29,823 |
| 9 | HENRY SCHEIN INC | $5k | 63,897 |
| 10 | INVESCO EXCHANGE TRADED FD T | $2k | 12,488 |
| 11 | INNOVAGE HLDG CORP | $2k | 200,501 |
| 12 | APPLE INC | $1k | 5,601 |
| 13 | BUILDERS FIRSTSOURCE INC | $1k | 16,301 |
| 14 | ALPHABET INC | $1k | 4,200 |
| 15 | MICROSOFT CORP | $1k | 3,137 |
| 16 | SELECT SECTOR SPDR TR | $635 | 4,780 |
| 17 | CORNING INC | $570 | 4,194 |
| 18 | CIGNA CORP NEW | $447 | 1,676 |
| 19 | BANK NEW YORK MELLON CORP | $439 | 3,701 |
| 20 | EXXON MOBIL CORP | $308 | 1,813 |
| 21 | HOME DEPOT INC | $281 | 854 |
| 22 | JOHNSON & JOHNSON | $266 | 1,090 |
| 23 | ROCKWELL AUTOMATION INC | $250 | 696 |
| 24 | CONOCOPHILLIPS | $248 | 1,877 |
| 25 | ISHARES TR | $216 | 3,096 |
| 26 | BITCOIN DEPOT INC | $76 | 35,087 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.