Welch Capital Partners LLC Portfolio Holdings by Sector

Welch Capital Partners LLC

$486 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SPY VGT SPLG RSP XLV XLK IEMG 8 stocks	$392,915 81.76% of portfolio	1	4	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX BK 2 stocks	$29,247 6.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$28,020 5.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare HSIC 1 stocks	$9,878 2.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare STE 1 stocks	$8,514 1.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$4,594 0.96% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare INNV 1 stocks	$2,306 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,625 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,426 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts

Healthcare Plans \| Healthcare CI 1 stocks	$515 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$346 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$344 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$243 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$204 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$203 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$202 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts

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