Welch Capital Partners Llc/ny
Welch Capital Partners LLC is a New York-based SEC-registered investment adviser founded in the late 1990s. The firm focuses on investment management and manages assets on behalf of institutional clients and high-net-worth individuals. With a small team of approximately 4 employees, all of whom are investment professionals, Welch Capital Partners provides portfolio management services and seeks to generate returns through a variety of securities across public markets.
Investment Strategy
Welch Capital Partners LLC primarily manages U.S. equity portfolios using fundamental analysis and discretionary strategies. The firm focuses on constructing diversified portfolios with positions in ETFs, large-cap, and sector-specific securities. Its approach involves active management and research-driven investment ideas designed to maximize risk-adjusted returns for clients.
Latest 13F Filing Activity
Welch Capital Partners Llc/ny filed their most recent 13F report on Jun 30, 2025 disclosing 21 equity positions with a total 13F market value of $449M. The fund increased holdings in Vanguard World FDS, SPDR S&P 500 Etf TR, Bitcoin Depot Inc. among other positions. Welch Capital Partners Llc/ny reduced exposure to Humana Inc., Select Sector SPDR TR, Health Care Select Sector SPDR TR among others.
Top Holdings
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD WORLD FDS | 45.04% | $202.3M | 356,169 | $251.84 | $568.03 | +$15.3M |
S SPY | SPDR S&P 500 ETF TR | 28.64% | $128.6M | 208,177 | $455.27 | $617.85 | +$8.9M |
B BX | BLACKSTONE GROUP INC | 5.62% | $25.3M | 168,826 | $49.80 | $149.58 | +$2.3M |
G GOOG | ALPHABET INC | 4.38% | $19.7M | 110,856 | $42.23 | $177.39 | +$1.9M |
S SPLG | SELECT SECTOR SPDR TR | 4.34% | $19.5M | 268,485 | $65.07 | $72.69 | -$2.7M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
C Chris Welch | Principal | New York, NY , United States |