Rothschild Capital Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Rothschild Capital Partners, LLC reported 95 stock positions worth $423.3 million. Its top holding was Apple (AAPL) at 9.2% of the portfolio, followed by JPMorgan Chase (JPM, 8.6%) and Amazon.com (AMZN, 7.6%). Compared with Q2 2025, it opened 11 new positions, sold out of 7, added to 30 and reduced 21. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale Proshares Short S&P500 (SH, shares −95%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001569833
Portfolio Value
$423.3M (Q3 2025)
SEC Filing
0001569833-25-000006 ↗ filed Nov 6, 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 Q2 2025 Q3 2025: $423.3M $423.3M Q3 2025 Q4 2025: $423.5M Q4 2025 Q1 2026: $405.8M Q1 2026 Q2 2026: $464.5M Q2 2026

Holdings 95 stocks · $423.3M
AAPL Apple Inc. 9.19% 152,730 $38.9M Reduce -0.1%
JPM JPMorgan Chase & Co. 8.56% 114,884 $36.2M Add +0.4%
AMZN Amazon.com Inc. 7.56% 145,739 $32.0M Add +0.4%
GOOGL Alphabet Inc. Class A 7.08% 123,366 $30.0M Reduce -0.1%
MSFT Microsoft Corp. 7.04% 57,579 $29.8M Add +0.0%
GLD SPDR Gold Shares 6.53% 77,733 $27.6M Add +0.1%
XLI SS Industrial Select Sector 5.85% 160,521 $24.8M Reduce -6.8%
SMH Vaneck Semiconductor ETF 4.21% 54,612 $17.8M Reduce -0.1%
XLP SS Consumer Staples Sel Sect 3.84% 207,464 $16.3M Reduce -7.2%
XLV SS Health Care Select Sector 3.72% 113,283 $15.8M Reduce -1.7%
ECL Ecolab Inc. 3.55% 54,903 $15.0M Reduce -0.1%
V Visa Inc. Class A 3.36% 41,719 $14.2M Reduce -0.1%
XLK SS Technology Select Sector 3.02% 45,389 $12.8M Add +22.9%
XLU St Sr Utl SL SE SPDR ETF-Usd 2.60% 126,452 $11.0M Reduce -12.1%
RSP Invesco S&P 500 Equal Weight 2.53% 56,379 $10.7M New
GOOG Alphabet Inc. Class C 2.41% 41,863 $10.2M Reduce -0.3%
ACWI iShares MSCI Acwi ETF 2.07% 63,256 $8.7M New
EPD Enterprise Products Partners 1.85% 250,624 $7.8M Reduce -0.1%
BND Vanguard Total Bond Market 1.21% 68,775 $5.1M Add +23.5%
NVDA Nvidia Corp. 1.18% 26,720 $5.0M Add +19.3%
XLRE SS Real Estate Select Sector 1.15% 115,395 $4.9M Add +0.1%
DCI Donaldson Co. Inc. 1.05% 54,353 $4.4M No change
XLE SS Energy Select Sector 0.80% 38,058 $3.4M Reduce -5.3%
META Meta Platforms Inc. Class A 0.56% 3,241 $2.4M Add +26.1%
AVGO Broadcom Inc. 0.43% 5,535 $1.8M Add +7.5%
VEA Vanguard Ftse Developed ETF 0.41% 29,313 $1.8M Add +3.3%
XLY SS Consumer Disc Select Sect 0.41% 7,164 $1.7M Add +352.3%
NFLX Netflix Inc. 0.40% 1,404 $1.7M Add +52.6%
BRK.B Berkshire Hathaway Inc. Class B 0.39% 3,310 $1.7M No change
XLF SS Financial Select Sector 0.26% 20,320 $1.1M No change
XLC SS Comm Select Sector SPDR 0.25% 8,810 $1.0M Add +133.7%
LLY Eli Lilly & Co. 0.22% 1,214 $926K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.21% 4,879 $910K Add +5.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 1,337 $891K Reduce -0.3%
SH Proshares Short S&P500 0.21% 23,965 $886K Reduce -94.5%
MDY State Street SPDR S&P Midcap 0.20% 1,453 $866K Add +0.3%
VOO Vanguard S&P 500 ETF 0.19% 1,337 $819K Reduce -1.6%
VCSH Vanguard S/T Corp. Bond ETF 0.19% 9,802 $783K Add +20.1%
VGSH Vanguard Short-Term Treasury 0.18% 13,218 $778K Add +22.6%
DGX Quest Diagnostics Inc. 0.17% 3,742 $713K No change
WMT Walmart Inc. 0.16% 6,670 $687K No change
COST Costco Wholesale Corp. 0.15% 700 $648K Add +27.3%
UBER Uber Technologies Inc. 0.15% 6,546 $641K Add +43.5%
IVV iShares Core S&P 500 ETF 0.15% 954 $639K Reduce -3.3%
ABBV Abbvie Inc. 0.14% 2,590 $600K No change
ORCL Oracle Corp. 0.13% 1,990 $560K Add +22.8%
MA Mastercard Inc. Class A 0.13% 960 $546K No change
GE General Electric filed as GE AEROSPACE 0.13% 1,780 $535K No change
PLTR Palantir Technologies Inc. Class A 0.12% 2,764 $504K New
GS Goldman Sachs Group Inc. 0.12% 630 $502K Add +80.0%
BSX Boston Scientific Corp. 0.12% 5,066 $495K No change
XOM Exxon Mobil Corp. 0.11% 4,305 $485K No change
HD Home Depot Inc. 0.11% 1,190 $482K Add +54.5%
IGOV iShares International Treasu 0.11% 10,678 $455K Add +22.8%
WELL Welltower Inc. 0.11% 2,524 $450K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 3,910 $448K Add +135.5%
VWO Vanguard Ftse Emerging Marke 0.10% 7,982 $432K Reduce -0.4%
SYK Stryker Corp. 0.10% 1,160 $429K No change
IWB iShares Russell 1000 ETF 0.10% 1,173 $429K Add +0.3%
JNJ Johnson & Johnson 0.10% 2,266 $420K New
SCHW Schwab (charles) Corp. 0.09% 3,860 $369K No change
CSCO Cisco Systems Inc. 0.08% 5,240 $359K No change
MDT Medtronic PLC 0.08% 3,710 $353K No change
PG The Procter & Gamble Co. 0.08% 2,193 $337K Reduce -28.4%
RTX RTX Corp. 0.08% 2,000 $335K No change
KO The Coca-Cola Co. 0.08% 5,040 $334K No change
CRWD CrowdStrike Holdings Inc. Class A 0.08% 678 $332K New
CGW Invesco S&P Global Water Ind 0.08% 5,139 $330K No change
DE Deere & Co. 0.07% 690 $316K No change
XLB SS Materials Select Sector 0.07% 3,410 $306K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,070 $302K No change
IJH iShares Core S&P Midcap ETF 0.07% 4,580 $299K Reduce -6.0%
TLT iShares 20+ Year Treasury BD 0.07% 3,293 $294K Add +21.6%
COWZ Pacer US Cash Cows 100 ETF 0.07% 5,021 $289K Add +3.3%
ABT Abbott Laboratories 0.07% 2,150 $288K No change
IEFA iShares Core MSCI Eafe ETF 0.07% 3,233 $282K No change
MCD McDonald's Corp. 0.07% 920 $280K No change
PANW Palo Alto Networks Inc. 0.07% 1,370 $279K New
BKNG Booking Holdings Inc. 0.06% 50 $270K No change
ICE Intercontinental Exchange Inc. 0.06% 1,550 $261K Add +27.1%
ORLY O'reilly Automotive Inc. 0.06% 2,400 $259K No change
AZO AutoZone Inc. 0.06% 60 $257K No change
MMM 3M Co. 0.06% 1,640 $254K No change
CME Cme Group Inc. 0.06% 910 $246K Add +23.0%
IWP iShares Russell Mid-Cap Grow 0.06% 1,716 $244K Reduce -5.1%
ETN Eaton Corp. PLC 0.06% 645 $241K No change
SPGI S&P Global Inc. 0.06% 490 $238K No change
IEUR iShares Core MSCI Europe ETF 0.06% 3,431 $234K No change
VZ Verizon Communications Inc. 0.05% 5,160 $227K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.05% 1,500 $217K Reduce -25.4%
HCA HCA Healthcare Inc. 0.05% 500 $213K New
TXN Texas Instruments Inc. 0.05% 1,140 $209K No change
DASH DoorDash Inc. Class A 0.05% 770 $209K New
MCK McKesson Corp. 0.05% 260 $201K New
COR Cencora Inc. 0.05% 640 $200K New

Portfolio Sells Q2 2025 → Q3 2025
SH Proshares Short S&P500 Reduce -94.5% 0.21% −4.35
XLP SS Consumer Staples Sel Sect Reduce -7.2% 3.84% −0.91
XLI SS Industrial Select Sector Reduce -6.8% 5.85% −0.82
V Visa Inc. Class A Reduce -0.1% 3.36% −0.53
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -12.1% 2.60% −0.48
XLV SS Health Care Select Sector Reduce -1.7% 3.72% −0.35
ECL Ecolab Inc. Reduce -0.1% 3.55% −0.33
EPD Enterprise Products Partners Reduce -0.1% 1.85% −0.19
XLE SS Energy Select Sector Reduce -5.3% 0.80% −0.09
CRM Salesforce Inc. Sold out 0.00% −0.09
MRSH Marsh & McLennan Cos Sold out 0.00% −0.08
UNH Unitedhealth Group Inc. Sold out 0.00% −0.08
NOW ServiceNow Inc. Sold out 0.00% −0.07
FISV Fiserv Inc. Sold out 0.00% −0.07
CAH Cardinal Health Inc. Sold out 0.00% −0.06
T AT&T Inc. Sold out 0.00% −0.05
PG The Procter & Gamble Co. Reduce -28.4% 0.08% −0.05
TJX TJX Companies Inc. Reduce -25.4% 0.05% −0.01
IVV iShares Core S&P 500 ETF Reduce -3.3% 0.15% −0.01
VOO Vanguard S&P 500 ETF Reduce -1.6% 0.19% −0.01
IJH iShares Core S&P Midcap ETF Reduce -6.0% 0.07% −0.01
IWP iShares Russell Mid-Cap Grow Reduce -5.1% 0.06% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.3% 0.21% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -0.4% 0.10% −0.00
SMH Vaneck Semiconductor ETF Reduce -0.1% 4.21% +0.21
GOOG Alphabet Inc. Class C Reduce -0.3% 2.41% +0.45
AAPL Apple Inc. Reduce -0.1% 9.19% +0.95
GOOGL Alphabet Inc. Class A Reduce -0.1% 7.08% +1.37

Portfolio Buys Q2 2025 → Q3 2025
RSP Invesco S&P 500 Equal Weight New 2.53% +2.53
ACWI iShares MSCI Acwi ETF New 2.07% +2.07
XLK SS Technology Select Sector Add +22.9% 3.02% +0.57
XLY SS Consumer Disc Select Sect Add +352.3% 0.41% +0.32
GLD SPDR Gold Shares Add +0.1% 6.53% +0.31
NVDA Nvidia Corp. Add +19.3% 1.18% +0.25
XLC SS Comm Select Sector SPDR Add +133.7% 0.25% +0.14
BND Vanguard Total Bond Market Add +23.5% 1.21% +0.13
PLTR Palantir Technologies Inc. Class A New 0.12% +0.12
JNJ Johnson & Johnson New 0.10% +0.10
CRWD CrowdStrike Holdings Inc. Class A New 0.08% +0.08
NFLX Netflix Inc. Add +52.6% 0.40% +0.07
XLB SS Materials Select Sector New 0.07% +0.07
PANW Palo Alto Networks Inc. New 0.07% +0.07
META Meta Platforms Inc. Class A Add +26.1% 0.56% +0.06
AVGO Broadcom Inc. Add +7.5% 0.43% +0.06
GS Goldman Sachs Group Inc. Add +80.0% 0.12% +0.05
DIS The Walt Disney Co. Add +135.5% 0.11% +0.05
HCA HCA Healthcare Inc. New 0.05% +0.05
DASH DoorDash Inc. Class A New 0.05% +0.05
MCK McKesson Corp. New 0.05% +0.05
COR Cencora Inc. New 0.05% +0.05
HD Home Depot Inc. Add +54.5% 0.11% +0.04
UBER Uber Technologies Inc. Add +43.5% 0.15% +0.04
ORCL Oracle Corp. Add +22.8% 0.13% +0.04
VGSH Vanguard Short-Term Treasury Add +22.6% 0.18% +0.02
VCSH Vanguard S/T Corp. Bond ETF Add +20.1% 0.19% +0.01
COST Costco Wholesale Corp. Add +27.3% 0.15% +0.01
IGOV iShares International Treasu Add +22.8% 0.11% +0.01
TLT iShares 20+ Year Treasury BD Add +21.6% 0.07% +0.01
CME Cme Group Inc. Add +23.0% 0.06% +0.00
ICE Intercontinental Exchange Inc. Add +27.1% 0.06% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +5.2% 0.21% −0.00
COWZ Pacer US Cash Cows 100 ETF Add +3.3% 0.07% −0.00
IWB iShares Russell 1000 ETF Add +0.3% 0.10% −0.00
VEA Vanguard Ftse Developed ETF Add +3.3% 0.41% −0.01
MDY State Street SPDR S&P Midcap Add +0.3% 0.20% −0.01
XLRE SS Real Estate Select Sector Add +0.1% 1.15% −0.10
JPM JPMorgan Chase & Co. Add +0.4% 8.56% −0.15
MSFT Microsoft Corp. Add +0.0% 7.04% −0.47
AMZN Amazon.com Inc. Add +0.4% 7.56% −0.80

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