Welch Capital Partners LLC reported 26 holdings worth US$510K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Welch Capital Partners LLC reported 26 holdings worth US$510K as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Blackstone Inc. and Boeing Company (the). Filed Aug 12, 2026 (Form 13F).
- Holdings
- 26
- Value as reported
- US$510K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 94,272 | US$33.7M | 6602.6% |
| Blackstone Inc. | 166K | US$19.6M | 3838.3% |
| Boeing Company (the) | 28,384 | US$6.14M | 1204.1% |
| Henry Schein, Inc. | 57,246 | US$4.78M | 937.0% |
| Apple Inc | 5,601 | US$1.62M | 317.7% |
| Innovage Holding Corp. | 136K | US$1.62M | 316.7% |
| Builders Firstsource, Inc. | 16,301 | US$1.46M | 285.9% |
| Microsoft Corp. | 3,137 | US$1.17M | 229.3% |
| Corning Incorporated | 4,194 | US$1.07M | 209.9% |
| The Bank Of New York Mellon Corporation | 3,701 | US$535K | 104.8% |
| The Cigna Group | 1,676 | US$462K | 90.5% |
| Rockwell Automation, Inc. | 696 | US$345K | 67.6% |
| Home Depot, Inc. (the) | 854 | US$301K | 59.0% |
| Johnson & Johnson | 1,090 | US$277K | 54.3% |
| Jp Morgan Chase & Co. | 642 | US$210K | 41.2% |
| Quaker Houghton | 1,296 | US$206K | 40.4% |
| Bitcoin Depot Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |