Rothschild Capital Partners, LLC

CIK: 0001569833SEC EDGAR →

Portfolio Value

$425.5M

Holdings

86

As of

Q4 2025

New Positions

11

Closed Positions

7

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

146,095$39.7M
9.33%
2

ALPHABET INC

110,946$34.7M
8.16%
3

JPMORGAN CHASE & CO.

102,170$32.9M
7.74%
4

SELECT SECTOR SPDR TR

198,138$30.7M
7.21%
5

AMAZON COM INC

130,642$30.2M
7.09%
6

SPDR GOLD TR

69,507$27.5M
6.47%
7

MICROSOFT CORP

51,900$25.1M
5.90%
8

SELECT SECTOR SPDR TR

141,985$20.4M
4.80%
9

SELECT SECTOR SPDR TR

121,111$18.8M
4.41%
10

VANECK ETF TRUST

47,844$17.2M
4.05%

Quarterly Changes

Top Buys

XLV↑ Increased
$14.9M
XLK↑ Increased
$7.6M
NVDANEW
$6.8M
BND↑ Increased
$2.7M
WMT↑ Increased
$1.1M

Top Sells

XLI↓ Decreased
$6.0M
NVDACLOSED
$5.0M
GOOGL↓ Decreased
$4.7M
MSFT↓ Decreased
$4.7M
RSP↓ Decreased
$3.4M

New Positions (8)

$6.8M · 36K shares
$504K · 3K shares
$374K · 350 shares
$367K · 642 shares
$246K · 2K shares
$237K · 735 shares
$220K · 380 shares
$215K · 1K shares

Closed Positions (17)

$5.0M · 27K shares
$1.0M · 9K shares
$885K · 24K shares
$647K · 700 shares
$559K · 2K shares
$504K · 3K shares
$482K · 1K shares
$428K · 1K shares
$358K · 5K shares
$336K · 2K shares
$334K · 5K shares
$305K · 3K shares
$269K · 50 shares
$261K · 2K shares
$238K · 490 shares
$209K · 770 shares
$209K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services40$191.8M45.1%
Technology9$75.4M17.7%
Communication Services5$49.0M11.5%
Unknown4$44.5M10.5%
Consumer Cyclical6$31.3M7.4%
Basic Materials1$12.7M3.0%
Energy2$7.6M1.8%
Industrials7$5.7M1.3%
Healthcare10$5.1M1.2%
Consumer Defensive1$1.8M0.4%
Real Estate1$468K0.1%