Rothschild Capital Partners, LLC

CIK 0001569833 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Rothschild Capital Partners, LLC reported 90 positions worth $466.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AAPL (8.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$466.6M
2026 Q2
Positions
90
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.6%
Est. Net Flow (Q)
2026 Q2
10 / 90 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$40.9M8.76%141,322
2GOOGLALPHABET INCSH$39.1M8.37%109,289
3SMHVANECK ETF TRUSTSH$34.5M7.38%52,533
4JPMJPMORGAN CHASE & COSH$34.0M7.29%103,901
5AMZNAMAZON COM INCSH$30.4M6.52%127,579
6XLVSELECT SECTOR SPDR TRSH$26.5M5.69%167,229
7GLDSPDR GOLD TRSH$25.9M5.54%70,179
8MSFTMICROSOFT CORPSH$18.3M3.91%48,932
9XLKSELECT SECTOR SPDR TRSH$14.4M3.08%75,349
10ECLECOLAB INCSH$14.3M3.05%51,152

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Rothschild Capital Partners, LLC hold as of Q2 2026?

Rothschild Capital Partners, LLC reported 90 positions worth $466.6M in its Q2 2026 13F filing. Largest positions: AAPL (8.8%), GOOGL (8.4%), SMH (7.4%), JPM (7.3%) and AMZN (6.5%).

What did Rothschild Capital Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Rothschild Capital Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.