Welch Capital Partners as of March 31, 2026
Portfolio Holdings for Welch Capital Partners
Welch Capital Partners holds 26 positions in its portfolio as reported in the March 2026 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) | 46.0 | $204M | 342k | 597.55 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 30.4 | $135M | 207k | 650.34 | |
| Alphabet Cap Stk Cl A (GOOG) | 5.9 | $26M | 91k | 286.87 | |
| Blackstone Group Com Cl A (BX) | 4.4 | $19M | 169k | 114.99 | |
| Vanguard World Inf Tech Etf (VGT) | 4.3 | $19M | 27k | 697.73 | |
| Spdr Series Trust State Street Spd (SPYM) | 2.1 | $9.2M | 120k | 76.54 | |
| Steris Shs Usd (STE) | 1.7 | $7.6M | 34k | 221.13 | |
| Boeing Company (BA) | 1.3 | $5.9M | 30k | 199.04 | |
| Henry Schein (HSIC) | 1.1 | $4.7M | 64k | 73.70 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $2.4M | 13k | 191.94 | |
| Innovage Hldg Corp (INNV) | 0.4 | $1.6M | 201k | 8.02 | |
| Apple (AAPL) | 0.3 | $1.4M | 5.6k | 253.70 | |
| Builders FirstSource (BLDR) | 0.3 | $1.3M | 16k | 82.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.2M | 4.2k | 287.62 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.2M | 3.1k | 370.10 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $635k | 4.8k | 132.85 | |
| Corning Incorporated (GLW) | 0.1 | $570k | 4.2k | 135.91 | |
| Cigna Corp (CI) | 0.1 | $447k | 1.7k | 266.71 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $439k | 3.7k | 118.62 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $308k | 1.8k | 169.88 | |
| Home Depot (HD) | 0.1 | $281k | 854.00 | 329.04 | |
| Johnson & Johnson (JNJ) | 0.1 | $266k | 1.1k | 244.04 | |
| Rockwell Automation (ROK) | 0.1 | $250k | 696.00 | 359.20 | |
| ConocoPhillips (COP) | 0.1 | $248k | 1.9k | 132.13 | |
| Ishares Tr Core Msci Emkt (IEMG) | 0.0 | $216k | 3.1k | 69.77 | |
| Bitcoin Depot | 0.0 | $76k | 35k | 2.17 |
