Welch Capital Partners LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Welch Capital Partners LLC disclosed 26 US equity positions worth $444.2m in its Q1 2026 13F filing. The largest position was VOO at 46.0% of the reported book, followed by SPY and GOOG.
What did Welch Capital Partners LLC own in Q1 2026? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | 46.0% | $204.4m | 342,077 | – | ||
| 2 | SPY SPDR S&P 500 ETF TR | 30.4% | $134.9m | 207,400 | – | ||
| 3 | GOOG ALPHABET INC | Communication Services | 5.9% | $26.1m | 91,102 | – | |
| 4 | BX BLACKSTONE GROUP INC | Financial Services | 4.4% | $19.4m | 168,826 | – | |
| 5 | VGT VANGUARD WORLD FD | 4.3% | $19.1m | 27,310 | – | ||
| 6 | SPYM SPDR SERIES TRUST | 2.1% | $9.2m | 119,937 | – | ||
| 7 | STE STERIS PLC | Healthcare | 1.7% | $7.6m | 34,332 | – | |
| 8 | BA BOEING CO | Industrials | 1.3% | $5.9m | 29,823 | – | |
| 9 | HSIC HENRY SCHEIN INC | Healthcare | 1.1% | $4.7m | 63,897 | – | |
| 10 | RSP INVESCO EXCHANGE TRADED FD T | 0.5% | $2.4m | 12,488 | – | ||
| 11 | INNV INNOVAGE HLDG CORP | 0.4% | $1.6m | 200,501 | – | ||
| 12 | AAPL APPLE INC | Technology | 0.3% | $1.4m | 5,601 | – | |
| 13 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 0.3% | $1.3m | 16,301 | – | |
| 14 | GOOGL ALPHABET INC | Communication Services | 0.3% | $1.2m | 4,200 | – | |
| 15 | MSFT MICROSOFT CORP | Technology | 0.3% | $1.2m | 3,137 | – | |
| 16 | XLK SELECT SECTOR SPDR TR | 0.1% | $635.0k | 4,780 | – | ||
| 17 | GLW CORNING INC | Technology | 0.1% | $570.0k | 4,194 | – | |
| 18 | CI CIGNA CORP NEW | Healthcare | 0.1% | $447.0k | 1,676 | – | |
| 19 | BNY BANK NEW YORK MELLON CORP | Financial Services | 0.1% | $439.0k | 3,701 | – | |
| 20 | EXMOC EXXON MOBIL CORP | 0.1% | $308.0k | 1,813 | – | ||
| 21 | HD HOME DEPOT INC | Consumer Cyclical | 0.1% | $281.0k | 854 | – | |
| 22 | JNJ JOHNSON & JOHNSON | Healthcare | 0.1% | $266.0k | 1,090 | – | |
| 23 | ROK ROCKWELL AUTOMATION INC | Industrials | 0.1% | $250.0k | 696 | – | |
| 24 | COP CONOCOPHILLIPS | Energy | 0.1% | $248.0k | 1,877 | – | |
| 25 | IEMG ISHARES TR | 0.0% | $216.0k | 3,096 | – | ||
| 26 | BTMCQ BITCOIN DEPOT INC | 0.0% | $76.0k | 35,087 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.