Institutional Manager · CIK 0001569833
Rothschild Capital Partners, LLC
NEW YORK, NY · File #028-15426
Latest AUM
$425.5M
Positions
88
Top-10 Concentration
66.9%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202588 pos · $425.5M
- 13F HOLDINGS REPORTQ/E Sep 202595 pos · $423.3M
- 13F HOLDINGS REPORTQ/E Jun 202591 pos · $381.0M
- 13F HOLDINGS REPORTQ/E Mar 202591 pos · $382.1M
- 13F HOLDINGS REPORTQ/E Dec 202493 pos · $412.2M
- 13F HOLDINGS REPORTQ/E Sep 202449 pos · $358.6M
- 13F HOLDINGS REPORTQ/E Jun 202447 pos · $350.1M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20242 pos · $30.4M
- 13F HOLDINGS REPORTQ/E Mar 202444 pos · $344.2M
- 13F HOLDINGS REPORTQ/E Dec 202327 pos · $255.5M
- 13F HOLDINGS REPORTQ/E Sep 202328 pos · $271.3M
- 13F HOLDINGS REPORTQ/E Jun 202329 pos · $243.9M
- 13F HOLDINGS REPORTQ/E Mar 202331 pos · $236.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 146,095 | $39.7M | 9.59% |
| 2 | ALPHABET INC | GOOG | 110,946 | $34.7M | 8.38% |
| 3 | JPMORGAN CHASE & CO. | VYLD | 102,170 | $32.9M | 7.95% |
| 4 | SELECT SECTOR SPDR TR | 81369Y209 | 198,138 | $30.7M | 7.40% |
| 5 | AMAZON COM INC | AMZN | 130,642 | $30.2M | 7.28% |
| 6 | SPDR GOLD TR | GLD | 69,507 | $27.5M | 6.65% |
| 7 | MICROSOFT CORP | MSFT | 51,900 | $25.1M | 6.06% |
| 8 | SELECT SECTOR SPDR TR | 81369Y803 | 141,985 | $20.4M | 4.93% |
| 9 | SELECT SECTOR SPDR TR | 81369Y704 | 121,111 | $18.8M | 4.53% |
| 10 | VANECK ETF TRUST | 92189F676 | 47,844 | $17.2M | 4.16% |
| 11 | SELECT SECTOR SPDR TR | 81369Y308 | 193,104 | $15.0M | 3.62% |
| 12 | VISA INC | V | 37,245 | $13.1M | 3.15% |
| 13 | ECOLAB INC | ECL | 48,472 | $12.7M | 3.07% |
| 14 | ALPHABET INC | GOOG | 35,903 | $11.3M | 2.72% |
| 15 | SELECT SECTOR SPDR TR | 81369Y886 | 240,955 | $10.3M | 2.48% |
| 16 | VANGUARD BD INDEX FDS | 921937835 | 105,710 | $7.8M | 1.89% |
| 17 | ISHARES TR | 464288257 | 51,937 | $7.3M | 1.77% |
| 18 | INVESCO EXCHANGE TRADED FD T | IVZ | 37,923 | $7.3M | 1.75% |
| 19 | ENTERPRISE PRODS PARTNERS L | 293792107 | 216,431 | $6.9M | 1.67% |
| 20 | NVIDIA CORPORATION | NVDA | 26,720 | $5.0M | 1.20% |