Welch Capital Partners
Latest statistics and disclosures from Welch Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SPY, GOOG, BX, VGT, and represent 89.32% of Welch Capital Partners's stock portfolio.
- Added to shares of these 4 stocks: BA, BLDR, XLK, BTM.
- Started 1 new stock position in BLDR.
- Reduced shares in these 7 stocks: , SPY, VOO, INNV, SPYM, GOOG, CI.
- Sold out of its position in XLV.
- Welch Capital Partners was a net buyer of stock by $837k.
- Welch Capital Partners has $499M in assets under management (AUM), dropping by 2.76%.
- Central Index Key (CIK): 0001042063
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Portfolio Holdings for Welch Capital Partners
Welch Capital Partners holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 44.7 | $223M | 355k | 627.13 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 28.4 | $142M | 208k | 681.92 |
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| Alphabet Cap Stk Cl C (GOOG) | 7.0 | $35M | 111k | 313.80 |
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| Blackstone Group Com Cl A (BX) | 5.2 | $26M | 169k | 154.14 |
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| Vanguard World Inf Tech Etf (VGT) | 4.1 | $21M | 27k | 753.79 |
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| Spdr Series Trust State Street Spd (SPYM) | 2.4 | $12M | 148k | 80.22 |
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| Henry Schein (HSIC) | 2.3 | $11M | 149k | 75.58 |
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| Steris Shs Usd (STE) | 1.7 | $8.7M | 34k | 253.52 |
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| Boeing Company (BA) | 1.3 | $6.5M | +40% | 30k | 217.11 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $2.4M | 13k | 191.54 |
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| Gsr Ii Meteora Acquisition Corp (BTM) | 0.4 | $2.1M | +10% | 1.6M | 1.29 |
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| Innovage Hldg Corp (INNV) | 0.4 | $2.1M | -9% | 404k | 5.19 |
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| Apple (AAPL) | 0.3 | $1.5M | 5.6k | 271.92 |
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| Microsoft Corporation (MSFT) | 0.3 | $1.5M | 3.1k | 483.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.3M | 4.2k | 313.10 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $688k | +100% | 4.8k | 143.93 |
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| Builders FirstSource (BLDR) | 0.1 | $630k | NEW | 6.1k | 102.86 |
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| Cigna Corp (CI) | 0.1 | $461k | -6% | 1.7k | 275.06 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $430k | 3.7k | 116.18 |
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| Corning Incorporated (GLW) | 0.1 | $367k | 4.2k | 87.51 |
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| Home Depot (HD) | 0.1 | $294k | 854.00 | 344.26 |
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| Rockwell Automation (ROK) | 0.1 | $271k | 696.00 | 389.37 |
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| Johnson & Johnson (JNJ) | 0.0 | $226k | 1.1k | 207.34 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $218k | 1.8k | 120.24 |
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| Ishares Tr Core Msci Emkt (IEMG) | 0.0 | $208k | 3.1k | 67.18 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $207k | 642.00 | 322.43 |
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Past Filings by Welch Capital Partners
SEC 13F filings are viewable for Welch Capital Partners going back to 2010
- Welch Capital Partners 2025 Q4 filed Feb. 12, 2026
- Welch Capital Partners 2025 Q3 filed Nov. 14, 2025
- Welch Capital Partners 2025 Q2 filed Aug. 14, 2025
- Welch Capital Partners 2025 Q1 filed May 9, 2025
- Welch Capital Partners 2024 Q4 filed Feb. 14, 2025
- Welch Capital Partners 2024 Q3 filed Nov. 13, 2024
- Welch Capital Partners 2024 Q2 filed Aug. 7, 2024
- Welch Capital Partners 2024 Q1 filed May 13, 2024
- Welch Capital Partners 2023 Q4 filed Feb. 5, 2024
- Welch Capital Partners 2023 Q3 filed Nov. 6, 2023
- Welch Capital Partners 2023 Q2 filed Aug. 8, 2023
- Welch Capital Partners 2023 Q1 filed May 11, 2023
- Welch Capital Partners 2022 Q4 filed Feb. 2, 2023
- Welch Capital Partners 2022 Q3 filed Nov. 8, 2022
- Welch Capital Partners 2022 Q2 filed Aug. 17, 2022
- Welch Capital Partners 2022 Q1 filed May 13, 2022