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Christopher W. Welch

Welch Capital Partners Llc Ny

Assets Managed
$444.181M
Holdings
26
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-10.97%(2Q avg: -4.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Welch Capital Partners Llc Ny's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Welch Capital Partners Llc Ny over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 444.181M in assets, with a quarterly growth rate of -10.97% and a 2-quarter average growth rate of -4.1%. The portfolio is managed by Christopher W. Welch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -3.7%
46.02%
$204.408M
342,077 shares@ $597.55 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.09%
30.37%
$134.881M
207,400 shares@ $650.35 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -17.62%
5.89%
$26.134M
91,102 shares@ $286.87 avg price
BX
Blackstone Inc
Recent Activity
4.38%
$19.413M
168,826 shares@ $114.99 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
4.29%
$19.055M
27,310 shares@ $697.73 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -19.07%
2.07%
$9.18M
119,937 shares@ $76.55 avg price
STE
Steris Plc
Recent Activity
Decreased -0.21%
1.71%
$7.592M
34,332 shares@ $221.14 avg price
BA
Boeing Co The
Recent Activity
1.34%
$5.936M
29,823 shares@ $199.05 avg price
HSIC
Henry Schein Inc
Recent Activity
Decreased -57.06%
1.07%
$4.709M
63,897 shares@ $73.7 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
0.54%
$2.397M
12,488 shares@ $191.95 avg price

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