WELCH CAPITAL PARTNERS LLC/NY

HARRISON, NY · CIK 1042063 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 1996 · limited liability company

Assets managed$506.2m
Staff4 · 4 in investment roles
Main clients (by assets)Private funds 49%, High net worth individuals 44%, Individuals 4%
Private funds1 (1 hedge) · $249.9m gross assets
Websitewelchcapital.com
Form ADV · 2026-04-30SEC adviser record

Legal entityWelch Capital Partners LLC (US)

Kindhedge funds
Others nearbyHarrison, NY

As an employer

Offices in1 country
Private fundshedge 1

$510.3m reported value +14.9% vs Q1 2026

26positions

97.6%in top 10

3 new 0 added 8 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	341,085	$234.3m45.91%	45.91%	Reduced -992	-992 -0.3%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	207,396	$154.9m30.35%	30.35%	Reduced -4	-4 0.0%
3	ALPHABET INC CAP STK CL C GOOG	GOOG	91,102	$32.2m6.31%	6.31%	Unchanged
4	VANGUARD WORLD FD INF TECH ETF VGT	VGT	218,480	$26.1m5.12%	5.12%	Unchanged
5	BLACKSTONE INC COM BX	BX	166,437	$19.6m3.84%	3.84%	Reduced -2.4k	-2,389 -1.4%
6	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	117,765	$10.3m2.03%	2.03%	Reduced -2.2k	-2,172 -1.8%
7	STERIS PLC SHS USD STE	STE	33,777	$7.1m1.39%	1.39%	Reduced -555	-555 -1.6%
8	BOEING CO COM BA	BA	28,384	$6.1m1.20%	1.20%	Reduced -1.4k	-1,439 -4.8%
9	HENRY SCHEIN INC COM HSIC	HSIC	57,246	$4.8m0.94%	0.94%	Reduced -6.7k	-6,651 -10.4%
10	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	12,488	$2.7m0.52%	0.52%	Unchanged
11	APPLE INC COM AAPL	AAPL	5,601	$1.6m0.32%	0.32%	Unchanged
12	INNOVAGE HLDG CORP COM INNV	INNV	136,408	$1.6m0.32%	0.32%	Reduced -64.1k	-64,093 -32.0%
13	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,200	$1.5m0.29%	0.29%	Unchanged
14	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	16,301	$1.5m0.29%	0.29%	Unchanged
15	MICROSOFT CORP COM MSFT	MSFT	3,137	$1.2m0.23%	0.23%	Unchanged
16	CORNING INC COM GLW	GLW	4,194	$1.1m0.21%	0.21%	Unchanged
17	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	4,780	$911.0k0.18%	0.18%	Unchanged
18	BANK NEW YORK MELLON CORP COM BNY	BNY	3,701	$535.0k0.10%	0.10%	Unchanged
19	THE CIGNA GROUP COM CI	CI	1,676	$462.0k0.09%	0.09%	Unchanged
20	ROCKWELL AUTOMATION INC COM ROK	ROK	696	$345.0k0.07%	0.07%	Unchanged
21	HOME DEPOT INC COM HD	HD	854	$301.0k0.06%	0.06%	Unchanged
22	JOHNSON & JOHNSON COM JNJ	JNJ	1,090	$277.0k0.05%	0.05%	Unchanged
23	ISHARES INC CORE MSCI EMKT IEMG	IEMG	3,096	$256.0k0.05%	0.05%	Unchanged
24	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	1,813	$248.0k0.05%	0.05%	New
25	JPMORGAN CHASE & CO COM JPM	JPM	642	$210.0k0.04%	0.04%	New
26	QUAKER HOUGHTON COM KWR	KWR	1,296	$206.0k0.04%	0.04%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	1,813	$308.0k1.8k shares
CONOCOPHILLIPS COP	COP	1,877	$248.0k1.9k shares
BITCOIN DEPOT INC		35,087	$76.0k35.1k shares