WELCH CAPITAL PARTNERS LLC/NY
CIK: 0001042063SEC EDGAR →
Portfolio Value
$499K
Holdings
26
As of
Q4 2025
New Positions
6
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 110,594 | $34.7M | 6955.74% |
| 2 | BLACKSTONE GROUP INC | 168,826 | $26.0M | 5215.80% |
| 3 | SPDR SERIES TRUST | 148,207 | $11.9M | 2382.92% |
| 4 | HENRY SCHEIN INC | 148,829 | $11.2M | 2254.44% |
| 5 | STERIS PLC | 34,407 | $8.7M | 1748.36% |
| 6 | BOEING CO | 29,823 | $6.5M | 1297.79% |
| 7 | INVESCO EXCHANGE TRADED FD T | 12,488 | $2.4M | 479.43% |
| 8 | BITCOIN DEPOT INC | 1,627,423 | $2.1M | 420.70% |
| 9 | INNOVAGE HLDG CORP | 404,101 | $2.1M | 420.30% |
| 10 | APPLE INC | 5,601 | $1.5M | 305.26% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $44.3M | 38.7% |
| Communication Services | 2 | $36.0M | 31.5% |
| Healthcare | 5 | $22.8M | 19.9% |
| Industrials | 3 | $7.4M | 6.4% |
| Technology | 3 | $3.4M | 3.0% |
| Consumer Cyclical | 1 | $294K | 0.3% |
| Energy | 1 | $218K | 0.2% |