Rothschild Capital Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$407.7M
Q ending 2026-03-31
Prior quarter
$425.5M
Q ending 2025-12-31
Change
-4.2% QoQ · +6.7% YoY
Positions
90
reported holdings
Largest positions
All 90 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $35.7M | 141K |
| Alphabet Inc | GOOGL | Shares | $31.0M | 108K |
| Jpmorgan Chase & Co | JPM | Shares | $30.3M | 103K |
| Spdr Gold Tr | GLD | Shares | $29.9M | 70K |
| Amazon Com Inc | AMZN | Shares | $27.0M | 130K |
| Select Sector Spdr Tr | XLV | Shares | $25.1M | 171K |
| Vaneck Etf Trust | SMH | Shares | $20.1M | 53K |
| Microsoft Corp | MSFT | Shares | $18.6M | 50K |
| Select Sector Spdr Tr | XLP | Shares | $13.9M | 170K |
| Ecolab Inc | ECL | Shares | $13.6M | 51K |
| Select Sector Spdr Tr | XLI | Shares | $11.2M | 69K |
| Invesco Exchange Traded Fd T | RSP | Shares | $10.9M | 57K |
| Visa Inc | V | Shares | $10.5M | 35K |
| Alphabet Inc | GOOG | Shares | $10.3M | 36K |
| Select Sector Spdr Tr | XLK | Shares | $9.7M | 73K |
| Proshares Tr | SH | Shares | $9.4M | 249K |
| Select Sector Spdr Tr | XLU | Shares | $8.9M | 194K |
| Enterprise Prods Partners L | EPD | Shares | $8.8M | 233K |
| Ishares Tr | ACWI | Shares | $7.2M | 52K |
| Vanguard Bd Index Fds | BND | Shares | $6.9M | 94K |
| Select Sector Spdr Tr | XLRE | Shares | $4.0M | 97K |
| Ishares Tr | IJH | Shares | $3.8M | 56K |
| Nvidia Corporation | NVDA | Shares | $3.6M | 21K |
| Donaldson Inc | DCI | Shares | $3.5M | 41K |
| Select Sector Spdr Tr | XLE | Shares | $3.2M | 52K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.6M | 41K |
| Walmart Inc | WMT | Shares | $2.6M | 21K |
| Nvidia Corporation | NVDA | Put | $1.7M | 10K |
| Ishares Tr | IWM | Shares | $1.6M | 6K |
| J P Morgan Exchange Traded F | JCPB | Shares | $1.4M | 29K |
| Ross Stores Inc | ROST | Shares | $1.4M | 6K |
| Meta Platforms Inc | META | Shares | $1.3M | 2K |
| Vanguard Scottsdale Fds | VGSH | Shares | $1.3M | 22K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.3M | 16K |
| Johnson & Johnson | JNJ | Shares | $1.3M | 5K |
| Global X Fds | PAVE | Shares | $1.2M | 24K |
| Broadcom Inc | AVGO | Shares | $1.1M | 4K |
| Netflix Inc. | NFLX | Shares | $1.1M | 12K |
| Exxon Mobil Corp | XOM | Shares | $1.1M | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $937K | 2K |
| Servicenow Inc | NOW | Shares | $926K | 9K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $905K | 1K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $872K | 1K |
| Tema Etf Trust | VOLT | Shares | $839K | 25K |
| Vanguard Index Fds | VTV | Shares | $806K | 4K |
| Rtx Corporation | RTX | Shares | $789K | 4K |
| Chevron Corporation | CVX | Shares | $780K | 4K |
| Eli Lilly & Co | LLY | Shares | $770K | 837 |
| Ishares Tr | IGV | Shares | $751K | 9K |
| Ishares Tr | IGOV | Shares | $751K | 18K |
| Akamai Technologies Inc | AKAM | Shares | $747K | 7K |
| Thermo Fisher Scientific Inc | TMO | Shares | $728K | 1K |
| Halliburton Co | HAL | Shares | $727K | 19K |
| Caterpillar Inc | CAT | Shares | $704K | 994 |
| Uber Technologies Inc | UBER | Shares | $692K | 10K |
| Deere & Co | DE | Shares | $675K | 1K |
| Mckesson Corp | MCK | Shares | $665K | 768 |
| Cisco Sys Inc | CSCO | Shares | $658K | 8K |
| Vaneck Etf Trust | REMX | Shares | $641K | 7K |
| Steris Plc | Shares | $636K | 3K | |
| Quest Diagnostics Inc | DGX | Shares | $631K | 3K |
| Mcdonalds Corp | MCD | Shares | $627K | 2K |
| Colgate Palmolive Co | CL | Shares | $627K | 7K |
| Bank New York Mellon Corp | BNY | Shares | $620K | 5K |
| Vanguard Index Fds | VOO | Shares | $614K | 1K |
| Idexx Labs Inc | IDXX | Shares | $602K | 1K |
| Cummins Inc | CMI | Shares | $579K | 1K |
| Live Nation Entertainment In | LYV | Shares | $574K | 4K |
| Martin Marietta Matls Inc | MLM | Shares | $572K | 972 |
| Schwab Charles Corp | SCHW | Shares | $570K | 6K |
| Vanguard Intl Equity Index F | VWO | Shares | $568K | 11K |
| Goldman Sachs Group Inc | GS | Shares | $558K | 659 |
| Ishares Tr | STIP | Shares | $543K | 5K |
| Disney Walt Co | DIS | Shares | $541K | 6K |
| Hca Healthcare Inc | HCA | Shares | $533K | 1K |
| Ishares Tr | IVV | Shares | $498K | 762 |
| Pacer Fds Tr | COWZ | Shares | $425K | 7K |
| Ishares Tr | IWB | Shares | $420K | 1K |
| Ishares Tr | TLT | Shares | $417K | 5K |
| Welltower Inc | WELL | Shares | $359K | 2K |
| Invesco Exch Traded Fd Tr Ii | CGW | Shares | $333K | 5K |
| J P Morgan Exchange Traded F | JMST | Shares | $305K | 6K |
| Ishares Tr | IEFA | Shares | $298K | 3K |
| Ishares Tr | IJR | Shares | $278K | 2K |
| Vanguard Index Fds | VBR | Shares | $273K | 1K |
| Ishares Tr | IWP | Shares | $263K | 2K |
| Ishares Tr | IEUR | Shares | $244K | 3K |
| Vertiv Holdings Co | VRT | Shares | $232K | 927 |
| Palantir Technologies Inc | PLTR | Shares | $211K | 1K |
| Palantir Technologies Inc | PLTR | Put | $205K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.