Welch Capital Partners LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Welch Capital Partners LLC disclosed 26 US equity positions worth $510.3m in its Q2 2026 13F filing. The largest position was VOO at 45.9% of the reported book, followed by SPY and GOOG. Against the Q1 2026 filing, it opened 3 new positions, added to 1 and reduced 6 among the top 26 holdings.
What did Welch Capital Partners LLC own in Q2 2026? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | 45.9% | $234.3m | 341,085 | -0% | held | |
| 2 | SPY STATE STR SPDR S&P 500 ETF T | 30.4% | $154.9m | 207,396 | -0% | held | |
| 3 | GOOG ALPHABET INC | Communication Services | 6.3% | $32.2m | 91,102 | 0% | held |
| 4 | VGT VANGUARD WORLD FD | 5.1% | $26.1m | 218,480 | 700% | added | |
| 5 | BX BLACKSTONE GROUP INC | Financial Services | 3.8% | $19.6m | 166,437 | -1% | reduced |
| 6 | SPYM SPDR SERIES TRUST | 2.0% | $10.3m | 117,765 | -2% | reduced | |
| 7 | STE STERIS PLC | Healthcare | 1.4% | $7.1m | 33,777 | -2% | reduced |
| 8 | BA BOEING CO | Industrials | 1.2% | $6.1m | 28,384 | -5% | reduced |
| 9 | HSIC SCHEIN HENRY INC | Healthcare | 0.9% | $4.8m | 57,246 | -10% | reduced |
| 10 | RSP INVESCO EXCHANGE TRADED FD T | 0.5% | $2.7m | 12,488 | 0% | held | |
| 11 | AAPL APPLE INC | Technology | 0.3% | $1.6m | 5,601 | 0% | held |
| 12 | INNV INNOVAGE HLDG CORP | 0.3% | $1.6m | 136,408 | -32% | reduced | |
| 13 | GOOGL ALPHABET INC | Communication Services | 0.3% | $1.5m | 4,200 | 0% | held |
| 14 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 0.3% | $1.5m | 16,301 | 0% | held |
| 15 | MSFT MICROSOFT CORP | Technology | 0.2% | $1.2m | 3,137 | 0% | held |
| 16 | GLW CORNING INC | Technology | 0.2% | $1.1m | 4,194 | 0% | held |
| 17 | XLK SELECT SECTOR SPDR TR | 0.2% | $911.0k | 4,780 | 0% | held | |
| 18 | BNY BANK OF NY MELLON CORP | Financial Services | 0.1% | $535.0k | 3,701 | 0% | held |
| 19 | CI THE CIGNA GROUP | Healthcare | 0.1% | $462.0k | 1,676 | 0% | held |
| 20 | ROK ROCKWELL AUTOMATION INC | Industrials | 0.1% | $345.0k | 696 | 0% | held |
| 21 | HD HOME DEPOT INC | Consumer Cyclical | 0.1% | $301.0k | 854 | 0% | held |
| 22 | JNJ JOHNSON & JOHNSON | Healthcare | 0.1% | $277.0k | 1,090 | 0% | held |
| 23 | IEMG ISHARES INC | 0.1% | $256.0k | 3,096 | 0% | held | |
| 24 | EXXON MOBIL CORP | 0.0% | $248.0k | 1,813 | – | new | |
| 25 | JPM JPMORGAN CHASE & CO | Financial Services | 0.0% | $210.0k | 642 | – | new |
| 26 | KWR QUAKER HOUGHTON | Basic Materials | 0.0% | $206.0k | 1,296 | – | new |
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.