WELCH CAPITAL PARTNERS LLC/NY

Q3 2025 13F-HR Holdings

Location
Harrison, NY
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
26
Total value ($000)
$485,519
Net value change ($000)
+36,361 (8.1%)
New positions
6
Sold out positions
1
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 15,542 7.7%
SPY 10,053 7.8%
HSIC 9,878 NEW
GOOGL 7,334 37.3%
BA 4,594 NEW
BX 3,591 14.2%
VGT 2,276 12.6%
STE 2,034 31.4%
INNV 650 39.3%
GOOGL 281 38.0%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -7,731 -39.6%
XLV -7,402 -88.5%
PYPL -4,642 -100.0%
BTM -1,579 -24.2%
CI -75 -12.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type