StockDriftsStockDriftsTop 26 Welch Capital Partners Llc/Ny Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 46.02% | 342.1K | $204.4M | -3.70%(-13.15K) | $270.00(+153.65%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 30.37% | 207.4K | $134.9M | -0.09%(-189) | $289.97(+156.85%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.88% | 91.1K | $26.1M | -17.62%(-19.49K) | $35.70(+897.59%) | 2026-03-31 | |
| BX | BLACKSTONE GROUP INC | 4.37% | 168.8K | $19.4M | +0.00%(+0) | $43.21(+184.13%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 4.29% | 27.3K | $19.1M | +0.00%(+0) | $23.09(+396.56%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.07% | 119.9K | $9.2M | -19.07%(-28.27K) | $65.63(+33.58%) | 2026-03-31 | |
| STE | STERIS PLC | 1.71% | 34.3K | $7.6M | -0.22%(-75) | $103.57(+110.67%) | 2026-03-31 | |
| BA | BOEING CO | 1.34% | 29.8K | $5.9M | +0.00%(+0) | $213.77(+5.95%) | 2026-03-31 | |
| HSIC | HENRY SCHEIN INC | 1.06% | 63.9K | $4.7M | -57.07%(-84.93K) | $69.71(+23.99%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 0.54% | 12.5K | $2.4M | +0.00%(+0) | $166.82(+28.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.64% | +54.65% |
| Top 20 Holdings Unweighted | +13.12% | +44.74% |
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