SEC Form 13F

WELCH CAPITAL PARTNERS LLC/NY 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$510,257,000
Positions26

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$234,261,000341,085
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$154,877,000207,396
ALPHABET INCGOOGCAP STK CL A$32,189,00091,102
VANGUARD WORLD FDVGTINF TECH ETF$26,113,000218,480
BLACKSTONE GROUP INCBXCOM$19,585,000166,437
SPDR SERIES TRUSTSPYMST STR P500ETF$10,349,000117,765
STERIS PLCSTESHS USD$7,112,00033,777
BOEING COBACOM$6,144,00028,384
SCHEIN HENRY INCHSICCOM$4,781,00057,246
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$2,657,00012,488

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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