WELCH CAPITAL PARTNERS LLC/NY
WELCH CAPITAL PARTNERS LLC/NY reported 26 positions worth $510.3K as of June 30, 2026 (13F filed August 12, 2026). Largest holding: VOO (45.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $234.3K | 45.91% | 341,085 | — | — | |
| ▸ 2 | SPY | SH | $154.9K | 30.35% | 207,396 | — | — | |
| ▸ 3 | GOOG | SH | $32.2K | 6.31% | 91,102 | — | — | |
| ▸ 4 | VGT | SH | $26.1K | 5.12% | 218,480 | — | — | |
| ▸ 5 | BX | SH | $19.6K | 3.84% | 166,437 | — | — | |
| ▸ 6 | SPYM | SH | $10.3K | 2.03% | 117,765 | — | — | |
| ▸ 7 | STE | SH | $7.1K | 1.39% | 33,777 | — | — | |
| ▸ 8 | BA | SH | $6.1K | 1.20% | 28,384 | — | — | |
| ▸ 9 | HSIC | SH | $4.8K | 0.94% | 57,246 | — | — | |
| ▸ 10 | RSP | SH | $2.7K | 0.52% | 12,488 | — | — |
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Frequently Asked Questions
What stocks does WELCH CAPITAL PARTNERS LLC/NY hold as of Q2 2026?
WELCH CAPITAL PARTNERS LLC/NY reported 26 positions worth $510.3K in its Q2 2026 13F filing. Largest positions: VOO (45.9%), SPY (30.4%), GOOG (6.3%), VGT (5.1%) and BX (3.8%).
What did WELCH CAPITAL PARTNERS LLC/NY buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WELCH CAPITAL PARTNERS LLC/NY sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.