WELCH CAPITAL PARTNERS LLC/NY Diversified Active

CIK: 0001042063 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 14, 2013

Total Value ($000): $285,914 (100.0% shares, 0.0% debt)

Holdings (59)

VWO VANGUARD MSCI EMERGING MARKE 7.7%
Value ($000) $21,989 Shares 566,796 Est. Cost $38.80 Unrealized
DUNKIN DONUTS 4.2%
Value ($000) $12,131 Shares 283,300 Est. Cost $42.82 Unrealized
BAC BANK OF AMERICA CORP 4.2%
Value ($000) $11,887 Shares 924,374 Est. Cost $10.03 Unrealized 0.0%
WILLIS GROUP HOLDINGS 4.1%
Value ($000) $11,648 Shares 285,627 Est. Cost $40.78 Unrealized
EBAY EBAY INC. 4.0%
Value ($000) $11,348 Shares 219,410 Est. Cost $20.18 Unrealized 0.0%
NEWS CORPORATION 3.9%
Value ($000) $11,256 Shares 345,484 Est. Cost $32.58 Unrealized
QCOM QUALCOMM 3.8%
Value ($000) $10,964 Shares 179,474 Est. Cost $45.06 Unrealized 0.0%
WRB WR BERKLEY CORP 3.6%
Value ($000) $10,203 Shares 249,699 Est. Cost $9.58 Unrealized 0.0%
CITIGROUP 3.5%
Value ($000) $10,022 Shares 208,920 Est. Cost $47.97 Unrealized
NSRGY NESTLE SA ADR 3.5%
Value ($000) $10,017 Shares 152,280 Est. Cost $65.78 Unrealized
EXPRESS SCRIPTS INC 3.5%
Value ($000) $9,990 Shares 161,808 Est. Cost $61.74 Unrealized
HCP INC 3.4%
Value ($000) $9,652 Shares 212,410 Est. Cost $45.44 Unrealized
MS MORGAN STANLEY 3.4%
Value ($000) $9,617 Shares 393,640 Est. Cost $17.33 Unrealized 0.0%
SBUX STARBUCKS CORP. 3.4%
Value ($000) $9,580 Shares 146,242 Est. Cost $24.37 Unrealized 0.0%
LEN LENNAR CORP 3.3%
Value ($000) $9,530 Shares 264,433 Est. Cost $34.18 Unrealized 0.0%
KO COCA COLA 3.1%
Value ($000) $8,920 Shares 222,380 Est. Cost $27.85 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC. 3.1%
Value ($000) $8,853 Shares 58,533 Est. Cost $120.06 Unrealized 0.0%
GM GENERAL MOTORS 3.1%
Value ($000) $8,737 Shares 262,280 Est. Cost $23.62 Unrealized 0.0%
AMERICAN INTL GROUP 3.0%
Value ($000) $8,709 Shares 194,830 Est. Cost $44.70 Unrealized
ALTERA CORPORATION 3.0%
Value ($000) $8,545 Shares 259,030 Est. Cost $32.99 Unrealized
AXP AMERICAN EXPRESS 3.0%
Value ($000) $8,474 Shares 113,352 Est. Cost $59.62 Unrealized 0.0%
PEP PEPSICO 3.0%
Value ($000) $8,442 Shares 103,212 Est. Cost $56.00 Unrealized 0.0%
EMC CORP. 2.9%
Value ($000) $8,293 Shares 351,088 Est. Cost $23.62 Unrealized
GOOGLE INC-CL A 2.3%
Value ($000) $6,513 Shares 7,398 Est. Cost $880.37 Unrealized
HUM HUMANA INC 2.2%
Value ($000) $6,191 Shares 73,375 Est. Cost $71.14 Unrealized 0.0%
CVS CVS CORP 1.8%
Value ($000) $5,042 Shares 88,173 Est. Cost $41.44 Unrealized 0.0%
LQDT LIQUIDITY SERVICES INC 1.6%
Value ($000) $4,697 Shares 135,470 Est. Cost $34.41 Unrealized 0.0%
STANDARD PACIFIC CORP 1.6%
Value ($000) $4,575 Shares 549,255 Est. Cost $8.33 Unrealized
BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC 1.4%
Value ($000) $4,032 Shares 116,165 Est. Cost $33.75 Unrealized 0.0%
COBALT INTERNATIONAL ENERGY 1.2%
Value ($000) $3,334 Shares 125,470 Est. Cost $26.57 Unrealized
DCH AMERICAN AXLE AND MFG HOLDINGS 1.0%
Value ($000) $2,946 Shares 158,110 Est. Cost $15.63 Unrealized 0.0%
PG PROCTOR AND GAMBLE 0.8%
Value ($000) $2,307 Shares 29,960 Est. Cost $55.00 Unrealized 0.0%
CVX CHEVRON TEXACO CORP 0.6%
Value ($000) $1,714 Shares 14,484 Est. Cost $71.30 Unrealized 0.0%
SUPERVALU INC 0.5%
Value ($000) $1,300 Shares 209,040 Est. Cost $6.22 Unrealized
TECO ENERGY 0.4%
Value ($000) $1,252 Shares 72,816 Est. Cost $17.19 Unrealized
MERCK AND CO. 0.2%
Value ($000) $693 Shares 14,927 Est. Cost $46.43 Unrealized
PFE PFIZER 0.2%
Value ($000) $677 Shares 24,156 Est. Cost $16.46 Unrealized 0.0%
UNITED TECHNOLOGIES 0.2%
Value ($000) $456 Shares 4,908 Est. Cost $92.91 Unrealized
FOREST OIL CORP 0.2%
Value ($000) $442 Shares 107,970 Est. Cost $4.09 Unrealized
SPY SPIDERS INDEX 0.1%
Value ($000) $202 Shares 1,260 Est. Cost $160.32 Unrealized
DUPONT 0.1%
Value ($000) $201 Shares 3,820 Est. Cost $52.62 Unrealized
COST COSTCO 0.0%
Value ($000) $121 Shares 1,093 Est. Cost $86.56 Unrealized 0.0%
RRC RANGE RESOURCES CORP 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $76.33 Unrealized 0.0%
BK BANK OF NEW YORK MELLON 0.0%
Value ($000) $56 Shares 2,000 Est. Cost $21.22 Unrealized 0.0%
MONSANTO CO. 0.0%
Value ($000) $45 Shares 460 Est. Cost $97.83 Unrealized
CIGNA CORP 0.0%
Value ($000) $41 Shares 570 Est. Cost $71.93 Unrealized
EUO PROSHARES ULTRASHORT EURO 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $19.50 Unrealized
BUNGE CORP 0.0%
Value ($000) $35 Shares 500 Est. Cost $70.00 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $20 Shares 50 Est. Cost $13.16 Unrealized 0.0%
FXI ISHARES FTSE CHINA 25 INDEX 0.0%
Value ($000) $20 Shares 600 Est. Cost $33.33 Unrealized
STILLWATER MINING COMPANY 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $10.67 Unrealized
XOM EXXON MOBIL 0.0%
Value ($000) $14 Shares 150 Est. Cost $53.69 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.00 Unrealized
DENBURY RESOURCES INC 0.0%
Value ($000) $11 Shares 620 Est. Cost $17.74 Unrealized
BROADCOM COMMUNICATIONS 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
VODAFONE AIRTOUCH 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
CSCO CISCO SYSTEMS 0.0%
Value ($000) $5 Shares 200 Est. Cost $15.24 Unrealized 0.0%
XLF FINANCIAL SELECT SECT SPDR 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
WELLS FARGO 0.0%
Value ($000) $4 Shares 99 Est. Cost $40.40 Unrealized