Institutional Fund
Welch Capital Partners LLC/Ny
Harrison, NYCIK 10420635 filings on record
Portfolio Value
$444.2K
Q1 2026
Holdings
26
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-11.0%
from $498.9K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds46.0%
- Spdr S&P 500 ETF Tr30.4%
- Alphabet Inc5.9%
- Blackstone Inc4.4%
- Vanguard World Fd4.3%
- Spdr Series Trust2.1%
- Other7.0%
Portfolio Holdings
26 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 342.1K | $204.4K | 46.0% | −13.2K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 207.4K | $134.9K | 30.4% | −189 | Reduced |
| 3 | Alphabet Inc | 91.1K | $26.1K | 5.9% | −19.5K | Reduced |
| 4 | Blackstone Inc | 168.8K | $19.4K | 4.4% | 0 | Held |
| 5 | Vanguard World Fd | 27.3K | $19.1K | 4.3% | 0 | Held |
| 6 | Spdr Series Trust | 119.9K | $9.2K | 2.1% | −28.3K | Reduced |
| 7 | Steris PLC | 34.3K | $7.6K | 1.7% | −75 | Reduced |
| 8 | Boeing Co | 29.8K | $5.9K | 1.3% | 0 | Held |
| 9 | Henry Schein Inc | 63.9K | $4.7K | 1.1% | −84.9K | Reduced |
| 10 | Invesco Exchange Traded Fd T | 12.5K | $2.4K | 0.5% | 0 | Held |
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