WELCH CAPITAL PARTNERS LLC/NY

Q1 2026 13F-HR Holdings

Location
Harrison, NY
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$444,181
Net value change ($000)
-54,745 (-11.0%)
New positions
2
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BLDR 712 113.0%
COP 248 NEW
GLW 203 55.3%
XOM 90 41.3%
BTM 76 NEW
JNJ 40 17.7%
BK 9 2.1%
IEMG 8 3.8%
RSP 5 0.2%
Top Reduces (Value $000, Stocks/ETFs)
VOO -18,368 -8.2%
GOOGL -8,570 -24.7%
SPY -6,678 -4.7%
BX -6,610 -25.4%
HSIC -6,539 -58.1%
SPYM -2,709 -22.8%
BTM -2,099 -100.0%
VGT -1,531 -7.4%
STE -1,131 -13.0%
BA -539 -8.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type