StockDriftsStockDriftsTop 25 Welch Capital Partners LLC Ny Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 45.91% | 341.1K | $234.3M | -0.29%(-992) | $270.00(+163.96%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 30.35% | 207.4K | $154.9M | -0.00%(-4) | $289.97(+167.39%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 6.31% | 91.1K | $32.2M | +0.00%(+0) | $35.70(+859.70%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 5.12% | 218.5K | $26.1M | +0.00%(+0) | $23.09(+430.94%) | 2026-06-30 | |
| BX | BLACKSTONE GROUP INC | 3.84% | 166.4K | $19.6M | -1.42%(-2.39K) | $43.21(+223.43%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.03% | 117.8K | $10.3M | -1.81%(-2.17K) | $65.63(+39.04%) | 2026-06-30 | |
| STE | STERIS PLC | 1.39% | 33.8K | $7.1M | -1.62%(-555) | $103.57(+125.23%) | 2026-06-30 | |
| BA | BOEING CO | 1.2% | 28.4K | $6.1M | -4.83%(-1.44K) | $213.77(+6.54%) | 2026-06-30 | |
| HSIC | SCHEIN HENRY INC | 0.94% | 57.2K | $4.8M | -10.41%(-6.65K) | $69.71(+28.78%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 0.52% | 12.5K | $2.7M | +0.00%(+0) | $166.82(+32.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.51% | +66.44% | +9.80% | +59.58% |
| Top 20 Holdings Unweighted | +17.13% | +60.69% | +8.28% | +48.88% |
Welch Capital Partners LLC Ny reports $510.26M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are VOO (45.9%), SPY (30.4%) and GOOG (6.3%). The top 20 holdings account for 99.71% of reported assets. Its disclosed equity book has returned +66.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Welch Capital Partners LLC Ny’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1042063). View Welch Capital Partners LLC Ny’s 13F filings on SEC