Home › Rothschild Capital Partners, LLC

Rothschild Capital Partners, LLC 13F holdings

Filed 2026-08-14 · Rothschild Capital Partners, LLC · 90 positions · $466.6M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
AAPLAPPLE INC141.3K$40.9M8.8%
GOOGLALPHABET INC109.3K$39.1M8.4%
SMHVANECK ETF TRUST52.5K$34.5M7.4%
JPMJPMORGAN CHASE & CO103.9K$34.0M7.3%
AMZNAMAZON COM INC127.6K$30.4M6.5%
XLVSELECT SECTOR SPDR TR167.2K$26.5M5.7%
GLDSPDR GOLD TR70.2K$25.9M5.5%
MSFTMICROSOFT CORP48.9K$18.3M3.9%
XLKSELECT SECTOR SPDR TR75.3K$14.4M3.1%
ECLECOLAB INC51.2K$14.3M3.1%
XLPSELECT SECTOR SPDR TR171.1K$14.2M3.0%
XLISELECT SECTOR SPDR TR70.0K$13.0M2.8%
GOOGALPHABET INC36.1K$12.7M2.7%
RSPINVESCO EXCHANGE TRADED FD T56.8K$12.1M2.6%
VVISA INC34.7K$11.9M2.6%
XLUSELECT SECTOR SPDR TR225.0K$10.2M2.2%
EPDENTERPRISE PRODS PARTNERS L233.6K$8.6M1.8%
BNDVANGUARD BD INDEX FDS116.9K$8.6M1.8%
ACWIISHARES TR51.9K$8.2M1.7%
PSQPROSHARES TR310.0K$7.8M1.7%
XLRESELECT SECTOR SPDR TR115.5K$5.1M1.1%
IJHISHARES TR59.1K$4.6M1.0%
NVDANVIDIA CORPORATION21.2K$4.2M0.9%
VEAVANGUARD TAX-MANAGED FDS58.3K$4.2M0.9%
DCIDONALDSON INC41.1K$3.7M0.8%
TSLATESLA INC8.0K$3.4M0.7%
XLESELECT SECTOR SPDR TR52.8K$2.8M0.6%
JCPBJ P MORGAN EXCHANGE TRADED F57.4K$2.7M0.6%
WMTWALMART INC21.1K$2.4M0.5%
NVDANVIDIA CORPORATION9.6K$2.2M0.5%
IWMISHARES TR6.4K$1.9M0.4%
VGSHVANGUARD SCOTTSDALE FDS28.8K$1.7M0.4%
IWNISHARES TR7.4K$1.6M0.4%
PAVEGLOBAL X FDS24.4K$1.4M0.3%
AVGOBROADCOM INC3.8K$1.4M0.3%
VCSHVANGUARD SCOTTSDALE FDS17.3K$1.4M0.3%
JNJJOHNSON & JOHNSON5.3K$1.3M0.3%
ROSTROSS STORES INC6.2K$1.3M0.3%
LLYELI LILLY & CO1.0K$1.2M0.3%
VTVVANGUARD INDEX FDS5.5K$1.2M0.3%
IGOVISHARES TR25.9K$1.1M0.2%
CATCATERPILLAR INC996$1.1M0.2%
MDYSTATE STR SPDR S&P MIDCAP 401.5K$1.0M0.2%
VOLTTEMA ETF TRUST24.5K$1.0M0.2%
SPYSTATE STR SPDR S&P 500 ETF T1.3K$1.0M0.2%
CSCOCISCO SYS INC8.5K$998,0580.2%
UNHUNITEDHEALTH GROUP INC2.4K$997,5120.2%
BNYBANK OF NY MELLON CORP6.8K$986,0960.2%
BRK-BBERKSHIRE HATHAWAY INC DEL2.0K$981,2650.2%
EXMOCEXXON MOBIL CORP6.8K$932,7040.2%
VWOVANGUARD INTL EQUITY INDEX F14.7K$878,1000.2%
METAMETA PLATFORMS INC1.4K$789,7330.2%
VOOVANGUARD INDEX FDS1.1K$788,4580.2%
STIPISHARES TR7.7K$786,4280.2%
RTXRTX CORPORATION4.1K$776,9450.2%
CMICUMMINS INC1.1K$767,4140.2%
DEDEERE & CO1.2K$760,5620.2%
SHPROSHARES TR21.8K$720,7280.2%
KOCOCA COLA CO8.7K$707,1310.2%
DGXQUEST DIAGNOSTICS INC3.2K$683,1150.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}