Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rothschild Capital Partners, LLC (CIK 1569833) reported $407.7M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($35.7M, 8.77%), GOOGL ($31.0M, 7.60%), JPM ($30.3M, 7.44%), GLD ($29.9M, 7.34%), AMZN ($27.0M, 6.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $35.7M | 8.77% | 140,826 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $31.0M | 7.60% | 107,719 | Trimmed |
| 3 | JPM | JPMORGAN CHASE & CO | $30.3M | 7.44% | 103,093 | Added |
| 4 | GLD | SPDR GOLD TR | $29.9M | 7.34% | 69,567 | Added |
| 5 | AMZN | AMAZON COM INC | $27.0M | 6.63% | 129,720 | Trimmed |
| 6 | XLV | SELECT SECTOR SPDR TR | $25.1M | 6.15% | 171,004 | Trimmed |
| 7 | SMH | VANECK ETF TRUST | $20.1M | 4.94% | 52,533 | Added |
| 8 | MSFT | MICROSOFT CORP | $18.6M | 4.56% | 50,194 | Trimmed |
| 9 | XLP | SELECT SECTOR SPDR TR | $13.9M | 3.41% | 169,753 | Trimmed |
| 10 | ECL | ECOLAB INC | $13.6M | 3.34% | 51,152 | Added |
| 11 | XLI | SELECT SECTOR SPDR TR | $11.2M | 2.76% | 69,494 | Trimmed |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $10.9M | 2.67% | 56,802 | Added |
| 13 | V | VISA INC | $10.5M | 2.57% | 34,715 | Trimmed |
| 14 | GOOG | ALPHABET INC | $10.3M | 2.53% | 35,903 | Hold |
| 15 | XLK | SELECT SECTOR SPDR TR | $9.7M | 2.38% | 73,082 | Trimmed |
| 16 | SH | PROSHARES TR | $9.4M | 2.32% | 248,968 | New |
| 17 | XLU | SELECT SECTOR SPDR TR | $8.9M | 2.18% | 193,509 | Trimmed |
| 18 | EPD | ENTERPRISE PRODS PARTNERS L | $8.8M | 2.16% | 233,118 | Added |
| 19 | ACWI | ISHARES TR | $7.2M | 1.76% | 51,937 | Hold |
| 20 | BND | VANGUARD BD INDEX FDS | $6.9M | 1.70% | 94,364 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $5.3M | 1.29% | 30,198 | Trimmed |
| 22 | XLRE | SELECT SECTOR SPDR TR | $4.0M | 0.97% | 96,864 | Trimmed |
| 23 | IJH | ISHARES TR | $3.8M | 0.93% | 56,036 | Added |
| 24 | DCI | DONALDSON INC | $3.5M | 0.86% | 41,137 | Hold |
| 25 | XLE | SELECT SECTOR SPDR TR | $3.2M | 0.79% | 52,470 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31