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 $466.6M across 89 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($40.9M, 8.76%), GOOGL ($39.1M, 8.37%), SMH ($34.5M, 7.38%), JPM ($34.0M, 7.29%), AMZN ($30.4M, 6.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $40.9M | 8.76% | 141,322 | Added |
| 2 | GOOGL | ALPHABET INC | $39.1M | 8.37% | 109,289 | Added |
| 3 | SMH | VANECK ETF TRUST | $34.5M | 7.38% | 52,533 | Hold |
| 4 | JPM | JPMORGAN CHASE & CO | $34.0M | 7.29% | 103,901 | Added |
| 5 | AMZN | AMAZON COM INC | $30.4M | 6.52% | 127,579 | Trimmed |
| 6 | XLV | SELECT SECTOR SPDR TR | $26.5M | 5.69% | 167,229 | Trimmed |
| 7 | GLD | SPDR GOLD TR | $25.9M | 5.54% | 70,179 | Added |
| 8 | MSFT | MICROSOFT CORP | $18.3M | 3.91% | 48,932 | Trimmed |
| 9 | XLK | SELECT SECTOR SPDR TR | $14.4M | 3.08% | 75,349 | Added |
| 10 | ECL | ECOLAB INC | $14.3M | 3.05% | 51,152 | Hold |
| 11 | XLP | SELECT SECTOR SPDR TR | $14.2M | 3.05% | 171,135 | Added |
| 12 | XLI | SELECT SECTOR SPDR TR | $13.0M | 2.78% | 70,030 | Added |
| 13 | GOOG | ALPHABET INC | $12.7M | 2.73% | 36,081 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $12.1M | 2.59% | 56,802 | Hold |
| 15 | V | VISA INC | $11.9M | 2.55% | 34,744 | Added |
| 16 | XLU | SELECT SECTOR SPDR TR | $10.2M | 2.19% | 225,030 | Added |
| 17 | EPD | ENTERPRISE PRODS PARTNERS L | $8.6M | 1.84% | 233,618 | Added |
| 18 | BND | VANGUARD BD INDEX FDS | $8.6M | 1.84% | 116,864 | Added |
| 19 | ACWI | ISHARES TR | $8.2M | 1.75% | 51,937 | Hold |
| 20 | PSQ | PROSHARES TR | $7.8M | 1.67% | 310,033 | New |
| 21 | NVDA | NVIDIA CORPORATION | $6.4M | 1.37% | 30,752 | Added |
| 22 | XLRE | SELECT SECTOR SPDR TR | $5.1M | 1.09% | 115,531 | Added |
| 23 | IJH | ISHARES TR | $4.6M | 0.98% | 59,132 | Added |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $4.2M | 0.89% | 58,340 | Added |
| 25 | DCI | DONALDSON INC | $3.7M | 0.79% | 41,137 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30