Institutions / Welch Capital Partners LLC/NY
Welch Capital Partners LLC/NY
CIK 1042063 · Institution · as of Mar 31, 2026
Portfolio value
$444.2K
Positions
26
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$444.2K-11.0%Positions
26+0.0%Top holdings
Mar 31, 2026View all 26 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $204.4K | 46.0% |
| SPDR S&P 500 ETF Tr | $134.9K | 30.4% |
| Alphabet Inc. | $26.1K | 5.9% |
| Blackstone Inc | $19.4K | 4.4% |
| Vanguard World Fd | $19.1K | 4.3% |
| SPDR Series Trust | $9.2K | 2.1% |
| STERIS plc | $7.6K | 1.7% |
| The Boeing Company | $5.9K | 1.3% |
| Henry Schein Inc | $4.7K | 1.1% |
| Invesco Exchange Traded Fd T | $2.4K | 0.5% |
| InnovAge Holding Corp.INNV | $1.6K | 0.4% |
| Apple Inc. | $1.4K | 0.3% |
| Builders FirstSource Inc | $1.3K | 0.3% |
| Alphabet Inc. | $1.2K | 0.3% |
| Microsoft Corp | $1.2K | 0.3% |
| Select Sector SPDR Tr | $635 | 0.1% |
| Corning Inc /Ny | $570 | 0.1% |
| Cigna Group | $447 | 0.1% |
| Bank of New York Mellon Corp/The | $439 | 0.1% |
| Exxon Mobil Corp | $308 | 0.1% |
| Home Depot, Inc. | $281 | 0.1% |
| Johnson & Johnson | $266 | 0.1% |
| Rockwell Automation Inc | $250 | 0.1% |
| ConocoPhillips | $248 | 0.1% |
| iShares Tr | $216 | 0.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 922908363 Common stock | $-7.9K | -13K -3.70% | 342,077 46.02% of portfolio | low |
| Q1 2026 as of | Trim | Henry Schein Inc Common stock | $-6.3K | -85K -57.07% | 63,897 1.06% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-5.6K | -19K -17.62% | 91,102 5.88% of portfolio | low |
| Q1 2026 as of | Trim | 78464A854 Common stock | $-2.2K | -28K -19.07% | 119,937 2.07% of portfolio | low |
| Q1 2026 as of | Exit | Bitcoin Depot Inc. Common stock | $-2.1K | -1.6M -100.00% | 0 | low |
| Q1 2026 as of | Trim | INNV InnovAge Holding Corp. Common Stock | $-1.6K | -204K -50.38% | 200,501 0.36% of portfolio | low |
| Q1 2026 as of | Add | Builders FirstSource Inc Common stock | $838 | +10K +166.14% | 16,301 0.30% of portfolio | low |
| Q1 2026 as of | New | ConocoPhillips Common stock | $248 | +2K | 1,877 0.06% of portfolio | low |
| Q1 2026 as of | Exit | JPMorgan Chase & Co Common stock | $-207 | -642 -100.00% | 0 | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-123 | -189 -0.09% | 207,400 30.37% of portfolio | low |