WELCH CAPITAL PARTNERS LLC/NY
CIK 0001042063 · HARRISON, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$510.3K
2026 Q2
Positions
26
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
97.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
45.9%
SPY
STATE STR SPDR S&P 500 ETF T
30.4%
GOOG
ALPHABET INC
6.3%
VGT
VANGUARD WORLD FD
5.1%
BX
BLACKSTONE GROUP INC
3.8%
SPYM
SPDR SERIES TRUST
2.0%
STE
STERIS PLC
1.4%
BA
BOEING CO
1.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.