WELCH CAPITAL PARTNERS LLC/NY

Est. AUM

$444.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$204.4M	342077	46.02%	SOLE
2	SPDR S&P 500 ETF TR	TR UNIT	$134.9M	207400	30.37%	SOLE
3	ALPHABET INC	CAP STK CL A	$26.1M	91102	5.88%	SOLE
4	BLACKSTONE GROUP INC	COM CL A	$19.4M	168826	4.37%	SOLE
5	VANGUARD WORLD FD	INF TECH ETF	$19.1M	27310	4.29%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$9.2M	119937	2.07%	SOLE
7	STERIS PLC	SHS USD	$7.6M	34332	1.71%	SOLE
8	BOEING CO	COM	$5.9M	29823	1.34%	SOLE
9	HENRY SCHEIN INC	COM	$4.7M	63897	1.06%	SOLE
10	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.4M	12488	0.54%	SOLE
11	INNOVAGE HLDG CORP	COM	$1.6M	200501	0.36%	SOLE
12	APPLE INC	COM	$1.4M	5601	0.32%	SOLE
13	BUILDERS FIRSTSOURCE INC	COM	$1.3M	16301	0.30%	SOLE
14	ALPHABET INC	CAP STK CL A	$1.2M	4200	0.27%	SOLE
15	MICROSOFT CORP	COM	$1.2M	3137	0.26%	SOLE
16	SELECT SECTOR SPDR TR	TECHNOLOGY	$635K	4780	0.14%	SOLE
17	CORNING INC	COM	$570K	4194	0.13%	SOLE
18	CIGNA CORP NEW	COM	$447K	1676	0.10%	SOLE
19	BANK NEW YORK MELLON CORP	COM	$439K	3701	0.10%	SOLE
20	EXXON MOBIL CORP	COM	$308K	1813	0.07%	SOLE
21	HOME DEPOT INC	COM	$281K	854	0.06%	SOLE
22	JOHNSON & JOHNSON	COM	$266K	1090	0.06%	SOLE
23	ROCKWELL AUTOMATION INC	COM	$250K	696	0.06%	SOLE
24	CONOCOPHILLIPS	COM	$248K	1877	0.06%	SOLE
25	ISHARES TR	CORE MSCI EMKT	$216K	3096	0.05%	SOLE
26	BITCOIN DEPOT INC	COM	$76K	35087	0.02%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.