WELCH CAPITAL PARTNERS LLC/NY: 13F holdings
CIK 10420632026Q2
| Positions | 26 |
|---|
| Reported value | $510.3m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 26 (+0 vs prior quarter) |
|---|
| Reported value | $510.3m (+14.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 341,085 | $234.3m | 45.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 207,396 | $154.9m | 30.4% |
| GOOG ALPHABET INC | 91,102 | $32.2m | 6.3% |
| VGT VANGUARD WORLD FD | 218,480 | $26.1m | 5.1% |
| BX BLACKSTONE GROUP INC | 166,437 | $19.6m | 3.8% |
| SPYM SPDR SERIES TRUST | 117,765 | $10.3m | 2.0% |
| STERIS PLC | 33,777 | $7.1m | 1.4% |
| BA BOEING CO | 28,384 | $6.1m | 1.2% |
| JKHY SCHEIN HENRY INC | 57,246 | $4.8m | 0.9% |
| RSP INVESCO EXCHANGE TRADED FD T | 12,488 | $2.7m | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1042063")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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