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Rothschild Capital Partners Llc

Portfolio Manager
Rothschild Capital Partners LLC
Performance
-4.37% (2026 Q1)
AUM (13F)
$407.66M
# of Holdings
88
Performance Rank
Allocation (Top 20)
83.6%

Rothschild Capital Partners Llc Holdings Map

Top 50 Rothschild Capital Partners Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
8.81%140.8K$35.7M
-3.61%(-5.27K)
2025-Q1: 158.0K shares2025-Q2: 152.9K shares2025-Q3: 152.7K shares2025-Q4: 146.1K shares2026-Q1: 140.8K shares
$67.21(+346.70%)
2026-03-31
GOOGL
ALPHABET INC
7.63%107.7K$31.0M
-2.91%(-3.23K)
2025-Q1: 123.4K shares2025-Q2: 123.4K shares2025-Q3: 123.4K shares2025-Q4: 110.9K shares2026-Q1: 107.7K shares
$27.25(+1356.12%)
2026-03-31
JPM
JPMORGAN CHASE & CO
7.47%103.1K$30.3M
+0.90%(+923)
2025-Q1: 114.5K shares2025-Q2: 114.5K shares2025-Q3: 114.9K shares2025-Q4: 102.2K shares2026-Q1: 103.1K shares
$85.41(+248.69%)
2026-03-31
GLD
SPDR GOLD TR
7.38%69.6K$29.9M
+0.09%(+60)
2025-Q1: 77.5K shares2025-Q2: 77.7K shares2025-Q3: 77.7K shares2025-Q4: 69.5K shares2026-Q1: 69.6K shares
$150.06(+178.09%)
2026-03-31
AMZN
AMAZON COM INC
6.66%129.7K$27.0M
-0.71%(-922)
2025-Q1: 145.0K shares2025-Q2: 145.2K shares2025-Q3: 145.7K shares2025-Q4: 130.6K shares2026-Q1: 129.7K shares
$47.12(+460.61%)
2026-03-31
XLV
SELECT SECTOR SPDR TR
6.18%171.0K$25.1M
-13.69%(-27.13K)
2025-Q1: 115.3K shares2025-Q2: 115.3K shares2025-Q3: 113.3K shares2025-Q4: 198.1K shares2026-Q1: 171.0K shares
$141.02(+2.89%)
2026-03-31
SMH
VANECK ETF TRUST
4.96%52.5K$20.1M
+9.80%(+4.69K)
2025-Q1: 54.7K shares2025-Q2: 54.7K shares2025-Q3: 54.6K shares2025-Q4: 47.8K shares2026-Q1: 52.5K shares
$123.81(+349.35%)
2026-03-31
MSFT
MICROSOFT CORP
4.58%50.2K$18.6M
-3.29%(-1.71K)
2025-Q1: 57.5K shares2025-Q2: 57.6K shares2025-Q3: 57.6K shares2025-Q4: 51.9K shares2026-Q1: 50.2K shares
$204.81(+106.01%)
2026-03-31
XLP
SELECT SECTOR SPDR TR
3.43%169.8K$13.9M
-12.09%(-23.35K)
2025-Q1: 217.6K shares2025-Q2: 223.5K shares2025-Q3: 207.5K shares2025-Q4: 193.1K shares2026-Q1: 169.8K shares
$69.29(+22.16%)
2026-03-31
ECL
ECOLAB INC
3.35%51.2K$13.6M
+5.53%(+2.68K)
2025-Q1: 55.0K shares2025-Q2: 55.0K shares2025-Q3: 54.9K shares2025-Q4: 48.5K shares2026-Q1: 51.2K shares
$88.70(+179.16%)
2026-03-31

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