Rothschild Capital Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Rothschild Capital Partners, LLC reported 88 stock positions worth $405.8 million. Its top holding was Apple (AAPL) at 8.8% of the portfolio, followed by Alphabet Class A (GOOGL, 7.6%) and JPMorgan Chase (JPM, 7.5%). Compared with Q4 2025, it opened 23 new positions, sold out of 21, added to 34 and reduced 23. The biggest buy was a new position in Proshares Short S&P500 (SH) and the biggest sale SS Technology Select Sector (XLK, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001569833
- Portfolio Value
- $405.8M (Q1 2026)
- SEC Filing
- 0001569833-26-000005 ↗ filed May 15, 2026
Holdings Value
Holdings 88 stocks · $405.8M
| AAPL Apple Inc. | 8.81% | 140,826 | $35.7M | Reduce -3.6% |
| GOOGL Alphabet Inc. Class A | 7.63% | 107,719 | $31.0M | Reduce -2.9% |
| JPM JPMorgan Chase & Co. | 7.47% | 103,093 | $30.3M | Add +0.9% |
| GLD SPDR Gold Shares | 7.38% | 69,567 | $29.9M | Add +0.1% |
| AMZN Amazon.com Inc. | 6.66% | 129,720 | $27.0M | Reduce -0.7% |
| XLV SS Health Care Select Sector | 6.18% | 171,004 | $25.1M | Reduce -13.7% |
| SMH Vaneck Semiconductor ETF | 4.96% | 52,533 | $20.1M | Add +9.8% |
| MSFT Microsoft Corp. | 4.58% | 50,194 | $18.6M | Reduce -3.3% |
| XLP SS Consumer Staples Sel Sect | 3.43% | 169,753 | $13.9M | Reduce -12.1% |
| ECL Ecolab Inc. | 3.35% | 51,152 | $13.6M | Add +5.5% |
| XLI SS Industrial Select Sector | 2.77% | 69,494 | $11.2M | Reduce -42.6% |
| RSP Invesco S&P 500 Equal Weight | 2.69% | 56,802 | $10.9M | Add +49.8% |
| V Visa Inc. Class A | 2.59% | 34,715 | $10.5M | Reduce -6.8% |
| GOOG Alphabet Inc. Class C | 2.54% | 35,903 | $10.3M | No change |
| XLK SS Technology Select Sector | 2.39% | 73,082 | $9.7M | Reduce -48.5% |
| SH Proshares Short S&P500 | 2.33% | 248,968 | $9.4M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.19% | 193,509 | $8.9M | Reduce -19.7% |
| EPD Enterprise Products Partners | 2.17% | 233,118 | $8.8M | Add +7.7% |
| ACWI iShares MSCI Acwi ETF | 1.77% | 51,937 | $7.2M | No change |
| BND Vanguard Total Bond Market | 1.71% | 94,364 | $6.9M | Reduce -10.7% |
| XLRE SS Real Estate Select Sector | 0.97% | 96,864 | $4.0M | Reduce -6.0% |
| IJH iShares Core S&P Midcap ETF | 0.93% | 56,036 | $3.8M | Add +725.5% |
| NVDA Nvidia Corp. | 0.89% | 20,598 | $3.6M | Reduce -22.9% |
| DCI Donaldson Co. Inc. | 0.86% | 41,137 | $3.5M | No change |
| XLE SS Energy Select Sector | 0.79% | 52,470 | $3.2M | Reduce -32.7% |
| VEA Vanguard Ftse Developed ETF | 0.65% | 40,976 | $2.6M | Add +5.6% |
| WMT Walmart Inc. | 0.65% | 21,088 | $2.6M | Add +33.1% |
| IWM iShares Russell 2000 ETF | 0.39% | 6,388 | $1.6M | New |
| JCPB JPMorgan Core Plus Bond ETF | 0.34% | 29,194 | $1.4M | New |
| ROST Ross Stores Inc. | 0.33% | 6,246 | $1.4M | New |
| META Meta Platforms Inc. Class A | 0.32% | 2,245 | $1.3M | No change |
| VGSH Vanguard Short-Term Treasury | 0.32% | 21,848 | $1.3M | Add +19.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 16,094 | $1.3M | Add +23.1% |
| JNJ Johnson & Johnson | 0.31% | 5,163 | $1.3M | Add +127.8% |
| PAVE Global X US Infrastructure | 0.30% | 24,353 | $1.2M | New |
| AVGO Broadcom Inc. | 0.28% | 3,659 | $1.1M | Reduce -33.9% |
| NFLX Netflix Inc. | 0.27% | 11,524 | $1.1M | Reduce -17.9% |
| XOM Exxon Mobil Corp. | 0.26% | 6,263 | $1.1M | Add +13.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 1,955 | $937K | Reduce -40.9% |
| NOW ServiceNow Inc. | 0.23% | 8,857 | $926K | New |
| MDY State Street SPDR S&P Midcap | 0.22% | 1,468 | $905K | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 1,341 | $872K | Add +0.2% |
| VOLT Tema Electrification | 0.21% | 24,512 | $839K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 4,107 | $806K | Add +11.8% |
| RTX RTX Corp. | 0.19% | 4,089 | $789K | Add +104.5% |
| CVX Chevron Corp. | 0.19% | 3,768 | $780K | New |
| LLY Eli Lilly & Co. | 0.19% | 837 | $770K | Reduce -44.7% |
| IGV iShares Expanded Tech-Softwa | 0.19% | 9,384 | $751K | New |
| IGOV iShares International Treasu | 0.19% | 18,290 | $751K | Add +17.7% |
| AKAM Akamai Technologies Inc. | 0.18% | 6,503 | $747K | New |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 1,482 | $728K | Add +290.0% |
| HAL Halliburton Co. | 0.18% | 18,653 | $727K | New |
| CAT Caterpillar Inc. | 0.17% | 994 | $704K | Add +54.8% |
| UBER Uber Technologies Inc. | 0.17% | 9,627 | $692K | Add +47.1% |
| DE Deere & Co. | 0.17% | 1,198 | $675K | Add +73.6% |
| MCK McKesson Corp. | 0.16% | 768 | $665K | Add +195.4% |
| CSCO Cisco Systems Inc. | 0.16% | 8,478 | $658K | New |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.16% | 7,279 | $641K | New |
| STE Steris PLC | 0.16% | 2,877 | $636K | New |
| DGX Quest Diagnostics Inc. | 0.16% | 3,222 | $631K | Reduce -13.9% |
| MCD McDonald's Corp. | 0.15% | 2,016 | $627K | Add +119.1% |
| CL Colgate-Palmolive Co. | 0.15% | 7,351 | $627K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.15% | 5,228 | $620K | New |
| VOO Vanguard S&P 500 ETF | 0.15% | 1,028 | $614K | Reduce -1.8% |
| IDXX Idexx Laboratories Inc. | 0.15% | 1,071 | $602K | New |
| CMI Cummins Inc. | 0.14% | 1,076 | $579K | New |
| LYV Live Nation Entertainment Inc. | 0.14% | 3,759 | $574K | New |
| MLM Martin Marietta Materials | 0.14% | 972 | $572K | New |
| SCHW Schwab (charles) Corp. | 0.14% | 6,070 | $570K | Add +57.3% |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 10,506 | $568K | Add +15.6% |
| GS Goldman Sachs Group Inc. | 0.14% | 659 | $558K | Reduce -20.6% |
| STIP iShares 0-5 Year Tips Bond E | 0.13% | 5,253 | $543K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 5,609 | $541K | Add +166.5% |
| HCA HCA Healthcare Inc. | 0.13% | 1,126 | $533K | Add +125.2% |
| IVV iShares Core S&P 500 ETF | 0.12% | 762 | $498K | Add +24.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.10% | 6,791 | $425K | Add +16.7% |
| IWB iShares Russell 1000 ETF | 0.10% | 1,179 | $420K | Add +0.3% |
| TLT iShares 20+ Year Treasury BD | 0.10% | 4,810 | $417K | Add +8.9% |
| WELL Welltower Inc. | 0.09% | 1,814 | $359K | Reduce -28.1% |
| CGW Invesco S&P Global Water Ind | 0.08% | 5,213 | $333K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 5,980 | $305K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 3,290 | $298K | No change |
| IJR iShares Core S&P Small-Cap E | 0.07% | 2,235 | $278K | Add +9.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 1,258 | $273K | Add +23.8% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 2,056 | $263K | Reduce -9.2% |
| IEUR iShares Core MSCI Europe ETF | 0.06% | 3,469 | $244K | No change |
| VRT Vertiv Holdings Co. Class A | 0.06% | 927 | $232K | New |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 1,444 | $211K | No change |
Options reported separately and not counted above: NVDA puts ($1.7M), PLTR puts ($205K).
Portfolio Sells Q4 2025 → Q1 2026
| XLK SS Technology Select Sector | Reduce -48.5% | 2.39% | −2.43 |
| XLI SS Industrial Select Sector | Reduce -42.6% | 2.77% | −1.67 |
| MSFT Microsoft Corp. | Reduce -3.3% | 4.58% | −1.35 |
| XLV SS Health Care Select Sector | Reduce -13.7% | 6.18% | −1.06 |
| AAPL Apple Inc. | Reduce -3.6% | 8.81% | −0.57 |
| GOOGL Alphabet Inc. Class A | Reduce -2.9% | 7.63% | −0.57 |
| V Visa Inc. Class A | Reduce -6.8% | 2.59% | −0.50 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 6.66% | −0.46 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.44 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.36 |
| NVDA Nvidia Corp. | Reduce -22.9% | 0.89% | −0.29 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -19.7% | 2.19% | −0.24 |
| LLY Eli Lilly & Co. | Reduce -44.7% | 0.19% | −0.19 |
| AVGO Broadcom Inc. | Reduce -33.9% | 0.28% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -40.9% | 0.23% | −0.16 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.14 |
| BND Vanguard Total Bond Market | Reduce -10.7% | 1.71% | −0.14 |
| GE General Electric | Sold out | 0.00% | −0.13 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.13 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.11 |
| XLP SS Consumer Staples Sel Sect | Reduce -12.1% | 3.43% | −0.11 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.09 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.07 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.07 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.06 |
| MMM 3M Co. | Sold out | 0.00% | −0.06 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.06 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.06 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.06 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.05 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.05 |
| COR Cencora Inc. | Sold out | 0.00% | −0.05 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.05 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.05 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.05 |
| NFLX Netflix Inc. | Reduce -17.9% | 0.27% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -20.6% | 0.14% | −0.03 |
| XLE SS Energy Select Sector | Reduce -32.7% | 0.79% | −0.03 |
| WELL Welltower Inc. | Reduce -28.1% | 0.09% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -9.2% | 0.06% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -6.0% | 0.97% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 0.15% | −0.00 |
| DGX Quest Diagnostics Inc. | Reduce -13.9% | 0.16% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SH Proshares Short S&P500 | New | 2.33% | +2.33 |
| RSP Invesco S&P 500 Equal Weight | Add +49.8% | 2.69% | +0.97 |
| SMH Vaneck Semiconductor ETF | Add +9.8% | 4.96% | +0.89 |
| GLD SPDR Gold Shares | Add +0.1% | 7.38% | +0.87 |
| IJH iShares Core S&P Midcap ETF | Add +725.5% | 0.93% | +0.83 |
| EPD Enterprise Products Partners | Add +7.7% | 2.17% | +0.54 |
| IWM iShares Russell 2000 ETF | New | 0.39% | +0.39 |
| ECL Ecolab Inc. | Add +5.5% | 3.35% | +0.35 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.34% | +0.34 |
| ROST Ross Stores Inc. | New | 0.33% | +0.33 |
| PAVE Global X US Infrastructure | New | 0.30% | +0.30 |
| WMT Walmart Inc. | Add +33.1% | 0.65% | +0.23 |
| NOW ServiceNow Inc. | New | 0.23% | +0.23 |
| VOLT Tema Electrification | New | 0.21% | +0.21 |
| JNJ Johnson & Johnson | Add +127.8% | 0.31% | +0.20 |
| CVX Chevron Corp. | New | 0.19% | +0.19 |
| IGV iShares Expanded Tech-Softwa | New | 0.19% | +0.19 |
| AKAM Akamai Technologies Inc. | New | 0.18% | +0.18 |
| HAL Halliburton Co. | New | 0.18% | +0.18 |
| CSCO Cisco Systems Inc. | New | 0.16% | +0.16 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.16% | +0.16 |
| STE Steris PLC | New | 0.16% | +0.16 |
| CL Colgate-Palmolive Co. | New | 0.15% | +0.15 |
| BNY Bank of New York Mellon Corp. | New | 0.15% | +0.15 |
| IDXX Idexx Laboratories Inc. | New | 0.15% | +0.15 |
| CMI Cummins Inc. | New | 0.14% | +0.14 |
| LYV Live Nation Entertainment Inc. | New | 0.14% | +0.14 |
| MLM Martin Marietta Materials | New | 0.14% | +0.14 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.13% | +0.13 |
| TMO Thermo Fisher Scientific Inc. | Add +290.0% | 0.18% | +0.13 |
| MCK McKesson Corp. | Add +195.4% | 0.16% | +0.11 |
| RTX RTX Corp. | Add +104.5% | 0.19% | +0.11 |
| XOM Exxon Mobil Corp. | Add +13.2% | 0.26% | +0.10 |
| DE Deere & Co. | Add +73.6% | 0.17% | +0.09 |
| MCD McDonald's Corp. | Add +119.1% | 0.15% | +0.09 |
| CAT Caterpillar Inc. | Add +54.8% | 0.17% | +0.09 |
| DIS The Walt Disney Co. | Add +166.5% | 0.13% | +0.08 |
| HCA HCA Healthcare Inc. | Add +125.2% | 0.13% | +0.08 |
| JMST JPM Ultra-Short Muni Income | New | 0.08% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +5.6% | 0.65% | +0.07 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +23.1% | 0.31% | +0.07 |
| VGSH Vanguard Short-Term Treasury | Add +19.0% | 0.32% | +0.06 |
| VRT Vertiv Holdings Co. Class A | New | 0.06% | +0.06 |
| SCHW Schwab (charles) Corp. | Add +57.3% | 0.14% | +0.05 |
| UBER Uber Technologies Inc. | Add +47.1% | 0.17% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +11.8% | 0.20% | +0.03 |
| IGOV iShares International Treasu | Add +17.7% | 0.19% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +15.6% | 0.14% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +24.7% | 0.12% | +0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Add +16.7% | 0.10% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 89 | $464.5M | AAPL, GOOGL, SMH, JPM, AMZN |
| Q1 2026 | 88 | $405.8M | AAPL, GOOGL, JPM, GLD, AMZN |
| Q4 2025 | 86 | $423.5M | AAPL, GOOGL, JPM, XLV, AMZN |
| Q3 2025 | 95 | $423.3M | AAPL, JPM, AMZN, GOOGL, MSFT |
| Q2 2025 | 91 | $381.0M | JPM, AMZN, AAPL, MSFT, XLI |
| Q1 2025 | 91 | $382.1M | AAPL, JPM, AMZN, XLI, GLD |
| Q4 2024 | 93 | $412.2M | AAPL, AMZN, JPM, MSFT, GOOGL |
| Q3 2024 | 49 | $358.6M | AAPL, GOOGL, AMZN, JPM, XLI |
| Q2 2024 | 47 | $350.1M | AAPL, GOOGL, XLK, AMZN, JPM |
| Q1 2024 | 44 | $344.2M | AAPL, GOOGL, AMZN, XLK, JPM |