Rothschild Capital Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Rothschild Capital Partners, LLC 13F Holdings
CIK 0001569833 · NEW YORK, NY
As of Sep 30, 2025, Rothschild Capital Partners, LLC reported
95 positions worth $423.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 152,730 | $38.9M | 9.19% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 114,884 | $36.2M | 8.56% |
| AMAZON.COM INC | AMZN | Equity | 145,739 | $32.0M | 7.56% |
| ALPHABET INC | GOOGL | Equity | 123,366 | $30.0M | 7.08% |
| MICROSOFT CORP | MSFT | Technology | 57,579 | $29.8M | 7.04% |
| SPDR GOLD TRUST | GQ9 | — | 77,733 | $27.6M | 6.53% |
| THE INDUSTRIAL SELECT SECTOR SPDR FUND | XLI | — | 160,521 | $24.8M | 5.85% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 54,612 |
|
7.8M4.21% |
| SS CONSUMER STAPLES SEL SECT | XLP | — | 207,464 |
6.3M | 3.84% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 113,283 |
5.8M | 3.72% |
| ECOLAB INC | ECL | Basic Materials | 54,903 |
5.0M | 3.55% |
| VISA INC-CLASS A SHARES | V | Financial Services | 41,719 |
4.2M | 3.36% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 45,389 |
2.8M | 3.02% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 126,452 |
1.0M | 2.60% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 56,379 |
0.7M | 2.53% |
| ALPHABET INC | GOOG | Equity | 41,863 |
0.2M | 2.41% |
| ISHARES MSCI ACWI ETF | ACWI | — | 63,256 | $8.7M | 2.07% |
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 250,624 | $7.8M | 1.85% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 68,775 | $5.1M | 1.21% |
| NVIDIA CORP | NVDA | Technology | 26,720 | $5.0M | 1.18% |
| THE REAL ESTATE SELECT SECTOR SPDR FUND | XLRE | — | 115,395 | $4.9M | 1.15% |
| DONALDSON CO INC | DCI | Industrials | 54,353 | $4.4M | 1.05% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 38,058 | $3.4M | 0.80% |
| META PLATFORMS INC | META | Communication Services | 3,241 | $2.4M | 0.56% |
| BROADCOM INC | AVGO | Technology | 5,535 |
.8M | 0.43% |