StockDriftsStockDriftsTop 50 Rothschild Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.8% | 141.3K | $40.9M | +0.35%(+496) | $67.92(+349.64%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 8.41% | 109.3K | $39.1M | +1.46%(+1.57K) | $31.39(+998.20%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 7.42% | 52.5K | $34.5M | +0.00%(+0) | $123.81(+374.77%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 7.32% | 103.9K | $34.0M | +0.78%(+808) | $87.12(+318.64%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.55% | 127.6K | $30.4M | -1.65%(-2.14K) | $47.12(+457.21%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 5.71% | 167.2K | $26.5M | -2.21%(-3.77K) | $141.02(+18.64%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 5.57% | 70.2K | $25.9M | +0.88%(+612) | $152.16(+165.63%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.93% | 48.9K | $18.3M | -2.51%(-1.26K) | $204.81(+137.33%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.09% | 75.3K | $14.4M | +3.10%(+2.27K) | $112.09(+70.16%) | 2026-06-30 | |
| ECL | ECOLAB INC | 3.07% | 51.2K | $14.3M | +0.00%(+0) | $88.70(+210.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.87% | +72.22% | +10.78% | +66.85% |
| Top 20 Holdings Unweighted | +18.44% | +66.15% | +10.31% | +63.36% |
Rothschild Capital Partners LLC reports $466.61M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.8%), GOOGL (8.4%) and SMH (7.4%). The top 20 holdings account for 82.96% of reported assets. Its disclosed equity book has returned +72.22% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rothschild Capital Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1569833). View Rothschild Capital Partners LLC’s 13F filings on SEC