Rothschild Capital Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Rothschild Capital Partners, LLC reported 91 stock positions worth $381.0 million. Its top holding was JPMorgan Chase (JPM) at 8.7% of the portfolio, followed by Amazon.com (AMZN, 8.4%) and Apple (AAPL, 8.2%). Compared with Q1 2025, it opened 7 new positions, sold out of 7, added to 21 and reduced 16. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale SS Consumer Disc Select Sect (XLY, shares −97%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001569833
Portfolio Value
$381.0M (Q2 2025)
SEC Filing
0001569833-25-000003 ↗ filed Jul 30, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $344.2M Q1 2024 Q2 2024: $350.1M Q2 2024 Q3 2024: $358.6M Q3 2024 Q4 2024: $412.2M Q4 2024 Q1 2025: $382.1M Q1 2025 Q2 2025: $381.0M $381.0M Q2 2025 Q3 2025: $423.3M Q3 2025 Q4 2025: $423.5M Q4 2025 Q1 2026: $405.8M Q1 2026 Q2 2026: $464.5M Q2 2026

Holdings 91 stocks · $381.0M
JPM JPMorgan Chase & Co. 8.71% 114,468 $33.2M No change
AMZN Amazon.com Inc. 8.36% 145,178 $31.9M Add +0.1%
AAPL Apple Inc. 8.23% 152,863 $31.4M Reduce -3.2%
MSFT Microsoft Corp. 7.51% 57,555 $28.6M Add +0.1%
XLI SS Industrial Select Sector 6.67% 172,270 $25.4M Reduce -2.5%
GLD SPDR Gold Shares 6.21% 77,669 $23.7M Add +0.3%
GOOGL Alphabet Inc. Class A 5.71% 123,436 $21.8M No change
XLP SS Consumer Staples Sel Sect 4.75% 223,520 $18.1M Add +2.7%
SH Proshares Short S&P500 4.56% 437,736 $17.4M Add +79.1%
XLV SS Health Care Select Sector 4.08% 115,265 $15.5M Add +0.0%
SMH Vaneck Semiconductor ETF 4.00% 54,664 $15.2M No change
V Visa Inc. Class A 3.89% 41,766 $14.8M No change
ECL Ecolab Inc. 3.89% 54,960 $14.8M No change
XLU St Sr Utl SL SE SPDR ETF-Usd 3.08% 143,921 $11.8M Add +5.3%
XLK SS Technology Select Sector 2.46% 36,947 $9.4M Reduce -60.0%
EPD Enterprise Products Partners 2.04% 250,936 $7.8M No change
GOOG Alphabet Inc. Class C 1.95% 41,983 $7.4M No change
XLRE SS Real Estate Select Sector 1.25% 115,255 $4.8M Reduce -0.9%
BND Vanguard Total Bond Market 1.08% 55,692 $4.1M Add +61.9%
DCI Donaldson Co. Inc. 0.99% 54,353 $3.8M No change
NVDA Nvidia Corp. 0.93% 22,400 $3.5M No change
XLE SS Energy Select Sector 0.89% 40,175 $3.4M Add +0.1%
META Meta Platforms Inc. Class A 0.50% 2,570 $1.9M No change
VEA Vanguard Ftse Developed ETF 0.42% 28,388 $1.6M Reduce -26.2%
BRK.B Berkshire Hathaway Inc. Class B 0.42% 3,310 $1.6M No change
AVGO Broadcom Inc. 0.37% 5,150 $1.4M No change
NFLX Netflix Inc. 0.32% 920 $1.2M Add +16.5%
XLF SS Financial Select Sector 0.28% 20,320 $1.1M Reduce -53.6%
LLY Eli Lilly & Co. 0.25% 1,214 $946K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.22% 1,341 $829K Add +1.9%
MDY State Street SPDR S&P Midcap 0.22% 1,449 $821K Add +0.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.22% 4,639 $820K Add +3.5%
VOO Vanguard S&P 500 ETF 0.20% 1,359 $772K Reduce -4.8%
DGX Quest Diagnostics Inc. 0.18% 3,742 $672K No change
WMT Walmart Inc. 0.17% 6,670 $652K No change
VCSH Vanguard S/T Corp. Bond ETF 0.17% 8,164 $649K Add +31.3%
VGSH Vanguard Short-Term Treasury 0.17% 10,783 $634K Add +28.9%
IVV iShares Core S&P 500 ETF 0.16% 986 $612K Add +4.2%
COST Costco Wholesale Corp. 0.14% 550 $544K No change
BSX Boston Scientific Corp. 0.14% 5,066 $544K No change
MA Mastercard Inc. Class A 0.14% 960 $539K No change
PG The Procter & Gamble Co. 0.13% 3,063 $488K No change
ABBV Abbvie Inc. 0.13% 2,590 $481K No change
XOM Exxon Mobil Corp. 0.12% 4,305 $464K Add +29.1%
SYK Stryker Corp. 0.12% 1,160 $459K No change
GE General Electric filed as GE AEROSPACE 0.12% 1,780 $458K No change
UBER Uber Technologies Inc. 0.11% 4,560 $425K No change
XLC SS Comm Select Sector SPDR 0.11% 3,770 $409K No change
IWB iShares Russell 1000 ETF 0.10% 1,170 $397K Add +0.2%
VWO Vanguard Ftse Emerging Marke 0.10% 8,013 $396K Reduce -36.2%
WELL Welltower Inc. 0.10% 2,524 $388K No change
IGOV iShares International Treasu 0.10% 8,699 $375K Add +57.8%
CSCO Cisco Systems Inc. 0.10% 5,240 $364K No change
KO The Coca-Cola Co. 0.09% 5,040 $357K No change
ORCL Oracle Corp. 0.09% 1,620 $354K No change
SCHW Schwab (charles) Corp. 0.09% 3,860 $352K No change
DE Deere & Co. 0.09% 690 $351K No change
XLY SS Consumer Disc Select Sect 0.09% 1,584 $344K Reduce -97.5%
CRM Salesforce Inc. 0.09% 1,220 $333K No change
MDT Medtronic PLC 0.08% 3,710 $323K No change
CGW Invesco S&P Global Water Ind 0.08% 5,139 $321K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 1,070 $315K No change
IJH iShares Core S&P Midcap ETF 0.08% 4,871 $302K Reduce -20.0%
MRSH Marsh & McLennan Cos 0.08% 1,380 $302K No change
UNH Unitedhealth Group Inc. 0.08% 960 $299K Reduce -94.3%
ABT Abbott Laboratories 0.08% 2,150 $292K New
RTX RTX Corp. 0.08% 2,000 $292K No change
BKNG Booking Holdings Inc. 0.08% 50 $289K No change
HD Home Depot Inc. 0.07% 770 $282K No change
IEFA iShares Core MSCI Eafe ETF 0.07% 3,233 $270K Add +1.7%
MCD McDonald's Corp. 0.07% 920 $269K No change
COWZ Pacer US Cash Cows 100 ETF 0.07% 4,862 $268K Reduce -29.0%
NOW ServiceNow Inc. 0.07% 260 $267K Reduce -27.8%
FISV Fiserv Inc. 0.07% 1,540 $266K No change
SPGI S&P Global Inc. 0.07% 490 $258K No change
IWP iShares Russell Mid-Cap Grow 0.07% 1,809 $251K Reduce -39.2%
MMM 3M Co. 0.07% 1,640 $250K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.07% 2,010 $248K No change
GS Goldman Sachs Group Inc. 0.07% 350 $248K New
TLT iShares 20+ Year Treasury BD 0.06% 2,708 $239K New
TXN Texas Instruments Inc. 0.06% 1,140 $237K No change
ETN Eaton Corp. PLC 0.06% 645 $230K Reduce -29.5%
IEUR iShares Core MSCI Europe ETF 0.06% 3,431 $227K Add +1.8%
ICE Intercontinental Exchange Inc. 0.06% 1,220 $224K New
VZ Verizon Communications Inc. 0.06% 5,160 $223K No change
AZO AutoZone Inc. 0.06% 60 $223K No change
ORLY O'reilly Automotive Inc. 0.06% 2,400 $216K No change
CAH Cardinal Health Inc. 0.06% 1,270 $213K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 1,660 $206K Reduce -23.1%
T AT&T Inc. 0.05% 7,070 $205K New
CME Cme Group Inc. 0.05% 740 $204K New

Portfolio Sells Q1 2025 → Q2 2025
XLY SS Consumer Disc Select Sect Reduce -97.5% 0.09% −3.15
XLK SS Technology Select Sector Reduce -60.0% 2.46% −2.54
UNH Unitedhealth Group Inc. Reduce -94.3% 0.08% −2.22
BLK BlackRock Inc. Sold out 0.00% −1.10
AAPL Apple Inc. Reduce -3.2% 8.23% −0.95
XLF SS Financial Select Sector Reduce -53.6% 0.28% −0.29
TSLA Tesla Inc. Sold out 0.00% −0.14
VEA Vanguard Ftse Developed ETF Reduce -26.2% 0.42% −0.09
IJR iShares Core S&P Small-Cap E Sold out 0.00% −0.09
IWO iShares Russell 2000 Growth Sold out 0.00% −0.07
VBR Vngrd Mrngst SL-CP Val ETF-U Sold out 0.00% −0.06
HON Honeywell International Inc. Sold out 0.00% −0.06
OKE Oneok Inc. Sold out 0.00% −0.05
VWO Vanguard Ftse Emerging Marke Reduce -36.2% 0.10% −0.04
COWZ Pacer US Cash Cows 100 ETF Reduce -29.0% 0.07% −0.03
IWP iShares Russell Mid-Cap Grow Reduce -39.2% 0.07% −0.03
XLRE SS Real Estate Select Sector Reduce -0.9% 1.25% −0.02
IJH iShares Core S&P Midcap ETF Reduce -20.0% 0.08% −0.01
NOW ServiceNow Inc. Reduce -27.8% 0.07% −0.00
ETN Eaton Corp. PLC Reduce -29.5% 0.06% −0.00
DIS The Walt Disney Co. Reduce -23.1% 0.05% −0.00
VOO Vanguard S&P 500 ETF Reduce -4.8% 0.20% +0.01
XLI SS Industrial Select Sector Reduce -2.5% 6.67% +0.61

Portfolio Buys Q1 2025 → Q2 2025
MSFT Microsoft Corp. Add +0.1% 7.51% +1.86
SH Proshares Short S&P500 Add +79.1% 4.56% +1.71
AMZN Amazon.com Inc. Add +0.1% 8.36% +1.14
BND Vanguard Total Bond Market Add +61.9% 1.08% +0.42
GLD SPDR Gold Shares Add +0.3% 6.21% +0.37
XLU St Sr Utl SL SE SPDR ETF-Usd Add +5.3% 3.08% +0.26
NFLX Netflix Inc. Add +16.5% 0.32% +0.13
XLP SS Consumer Staples Sel Sect Add +2.7% 4.75% +0.10
ABT Abbott Laboratories New 0.08% +0.08
GS Goldman Sachs Group Inc. New 0.07% +0.07
TLT iShares 20+ Year Treasury BD New 0.06% +0.06
ICE Intercontinental Exchange Inc. New 0.06% +0.06
CAH Cardinal Health Inc. New 0.06% +0.06
T AT&T Inc. New 0.05% +0.05
CME Cme Group Inc. New 0.05% +0.05
VCSH Vanguard S/T Corp. Bond ETF Add +31.3% 0.17% +0.04
IGOV iShares International Treasu Add +57.8% 0.10% +0.04
VGSH Vanguard Short-Term Treasury Add +28.9% 0.17% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +1.9% 0.22% +0.02
IVV iShares Core S&P 500 ETF Add +4.2% 0.16% +0.02
XOM Exxon Mobil Corp. Add +29.1% 0.12% +0.02
MDY State Street SPDR S&P Midcap Add +0.3% 0.22% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +3.5% 0.22% +0.01
IWB iShares Russell 1000 ETF Add +0.2% 0.10% +0.01
IEFA iShares Core MSCI Eafe ETF Add +1.7% 0.07% +0.01
IEUR iShares Core MSCI Europe ETF Add +1.8% 0.06% +0.01
XLE SS Energy Select Sector Add +0.1% 0.89% −0.09
XLV SS Health Care Select Sector Add +0.0% 4.08% −0.33

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 89$464.5MAAPL, GOOGL, SMH, JPM, AMZN
Q1 2026 88$405.8MAAPL, GOOGL, JPM, GLD, AMZN
Q4 2025 86$423.5MAAPL, GOOGL, JPM, XLV, AMZN
Q3 2025 95$423.3MAAPL, JPM, AMZN, GOOGL, MSFT
Q2 2025 91$381.0MJPM, AMZN, AAPL, MSFT, XLI
Q1 2025 91$382.1MAAPL, JPM, AMZN, XLI, GLD
Q4 2024 93$412.2MAAPL, AMZN, JPM, MSFT, GOOGL
Q3 2024 49$358.6MAAPL, GOOGL, AMZN, JPM, XLI
Q2 2024 47$350.1MAAPL, GOOGL, XLK, AMZN, JPM
Q1 2024 44$344.2MAAPL, GOOGL, AMZN, XLK, JPM