Rothschild Capital Partners, LLC

Est. AUM

$407.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$35.7M	140826	8.77%	SOLE
2	ALPHABET INC	CAP STK CL A	$31.0M	107719	7.60%	SOLE
3	JPMORGAN CHASE & CO	COM	$30.3M	103093	7.44%	SOLE
4	SPDR GOLD TR	GOLD SHS	$29.9M	69567	7.34%	SOLE
5	AMAZON COM INC	COM	$27.0M	129720	6.63%	SOLE
6	SELECT SECTOR SPDR TR	STATE STREET HEA	$25.1M	171004	6.15%	SOLE
7	VANECK ETF TRUST	SEMICONDUCTR ETF	$20.1M	52533	4.94%	SOLE
8	MICROSOFT CORP	COM	$18.6M	50194	4.56%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET CON	$13.9M	169753	3.41%	SOLE
10	ECOLAB INC	COM	$13.6M	51152	3.34%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET IND	$11.2M	69494	2.76%	SOLE
12	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$10.9M	56802	2.67%	SOLE
13	VISA INC	COM CL A	$10.5M	34715	2.57%	SOLE
14	ALPHABET INC	CAP STK CL C	$10.3M	35903	2.53%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET TEC	$9.7M	73082	2.38%	SOLE
16	PROSHARES TR	SHORT S&P 500 NE	$9.4M	248968	2.32%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET UTI	$8.9M	193509	2.18%	SOLE
18	ENTERPRISE PRODS PARTNERS L	COM	$8.8M	233118	2.16%	SOLE
19	ISHARES TR	MSCI ACWI ETF	$7.2M	51937	1.76%	SOLE
20	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.9M	94364	1.70%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET REA	$4.0M	96864	0.97%	SOLE
22	ISHARES TR	CORE S&P MCP ETF	$3.8M	56036	0.93%	SOLE
23	NVIDIA CORPORATION	COM	$3.6M	20598	0.88%	SOLE
24	DONALDSON INC	COM	$3.5M	41137	0.86%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET ENE	$3.2M	52470	0.79%	SOLE
26	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.6M	40976	0.64%	SOLE
27	WALMART INC	COM	$2.6M	21088	0.64%	SOLE
28	NVIDIA CORPORATIONPUT	COM	$1.7M	9600	0.41%	SOLE
29	ISHARES TR	RUSSELL 2000 ETF	$1.6M	6388	0.39%	SOLE
30	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$1.4M	29194	0.34%	SOLE
31	ROSS STORES INC	COM	$1.4M	6246	0.33%	SOLE
32	META PLATFORMS INC	CL A	$1.3M	2245	0.31%	SOLE
33	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.3M	21848	0.31%	SOLE
34	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.3M	16094	0.31%	SOLE
35	JOHNSON & JOHNSON	COM	$1.3M	5163	0.31%	SOLE
36	GLOBAL X FDS	US INFR DEV ETF	$1.2M	24353	0.30%	SOLE
37	BROADCOM INC	COM	$1.1M	3659	0.28%	SOLE
38	NETFLIX INC.	COM	$1.1M	11524	0.27%	SOLE
39	EXXON MOBIL CORP	COM	$1.1M	6263	0.26%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$937K	1955	0.23%	SOLE
41	SERVICENOW INC	COM	$926K	8857	0.23%	SOLE
42	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$905K	1468	0.22%	SOLE
43	STATE STR SPDR S&P 500 ETF T	TR UNIT	$872K	1341	0.21%	SOLE
44	TEMA ETF TRUST	ELECTRIFICATION	$839K	24512	0.21%	SOLE
45	VANGUARD INDEX FDS	VALUE ETF	$806K	4107	0.20%	SOLE
46	RTX CORPORATION	COM	$789K	4089	0.19%	SOLE
47	CHEVRON CORPORATION	COM	$780K	3768	0.19%	SOLE
48	ELI LILLY & CO	COM	$770K	837	0.19%	SOLE
49	ISHARES TR	EXPANDED TECH	$751K	9384	0.18%	SOLE
50	ISHARES TR	INTL TREA BD ETF	$751K	18290	0.18%	SOLE

1–50 of 90

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.