Welch Capital Partners
Latest statistics and disclosures from Welch Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SPY, BX, GOOG, VGT, and represent 89.13% of Welch Capital Partners's stock portfolio.
- Added to shares of these 8 stocks: HSIC (+$9.9M), BA, STE, BTM, IEMG, XOM, JPM, JNJ.
- Started 6 new stock positions in IEMG, HSIC, BA, JNJ, XOM, JPM.
- Reduced shares in these 6 stocks: SPLG (-$9.2M), XLV (-$7.7M), PYPL, VOO, INNV, SPY.
- Sold out of its position in PYPL.
- Welch Capital Partners was a net seller of stock by $-4.1M.
- Welch Capital Partners has $486M in assets under management (AUM), dropping by 8.10%.
- 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 September 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) | 44.9 | $218M | 356k | 612.38 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 28.6 | $139M | 208k | 666.18 |
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| Blackstone Group Com Cl A (BX) | 5.9 | $29M | 169k | 170.85 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.6 | $27M | 111k | 243.55 |
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| Vanguard World Inf Tech Etf (VGT) | 4.2 | $20M | 27k | 746.61 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 2.4 | $12M | -43% | 150k | 78.34 |
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| Henry Schein (HSIC) | 2.0 | $9.9M | NEW | 149k | 66.37 |
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| Steris Shs Usd (STE) | 1.8 | $8.5M | +27% | 34k | 247.45 |
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| Gsr Ii Meteora Acquisition Corp (BTM) | 1.0 | $4.9M | +14% | 1.5M | 3.36 |
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| Boeing Company (BA) | 0.9 | $4.6M | NEW | 21k | 215.85 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $2.4M | 13k | 189.70 |
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| Innovage Hldg Corp (INNV) | 0.5 | $2.3M | 447k | 5.16 |
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| Microsoft Corporation (MSFT) | 0.3 | $1.6M | 3.1k | 518.01 |
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| Apple (AAPL) | 0.3 | $1.4M | 5.6k | 254.60 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.0M | 4.2k | 243.10 |
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| Health Care Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $961k | -88% | 6.9k | 139.15 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $674k | 2.4k | 282.01 |
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| Cigna Corp (CI) | 0.1 | $515k | 1.8k | 288.52 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $403k | 3.7k | 108.89 |
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| Home Depot (HD) | 0.1 | $346k | 854.00 | 405.15 |
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| Corning Incorporated (GLW) | 0.1 | $344k | 4.2k | 82.02 |
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| Rockwell Automation (ROK) | 0.1 | $243k | 696.00 | 349.14 |
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| Ishares Tr Core Msci Emkt (IEMG) | 0.0 | $204k | NEW | 3.1k | 65.89 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $204k | NEW | 1.8k | 112.52 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $203k | NEW | 642.00 | 316.20 |
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| Johnson & Johnson (JNJ) | 0.0 | $202k | NEW | 1.1k | 185.32 |
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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 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
- Welch Capital Partners 2021 Q4 filed Feb. 8, 2022