Rothschild Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Rothschild Capital Partners, LLC held in its portfolio 87 assets valued at $425,519,154 (i.e. $425.52M).
The most valuable assets in the portfolio included: APPLE INC ($39.72M), ALPHABET INC ($34.73M), and JPMORGAN CHASE & CO. ($32.92M).
The chart below shows the top 10 valuable assets, and the table below shows the top 87 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Rothschild Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 146095 | 39717396 | COM |
| ALPHABET INC | 110946 | 34726108 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 102170 | 32921218 | COM |
| SELECT SECTOR SPDR TR | 198138 | 30671691 | STATE STREET HEA |
| AMAZON COM INC | 130642 | 30154787 | COM |
| SPDR GOLD TR | 69507 | 27546320 | GOLD SHS |
| MICROSOFT CORP | 51900 | 25099891 | COM |
| SELECT SECTOR SPDR TR | 141985 | 20441624 | STATE STREET TEC |
| SELECT SECTOR SPDR TR | 121111 | 18786739 | STATE STREET IND |
| VANECK ETF TRUST | 47844 | 17230060 | SEMICONDUCTR ETF |
| SELECT SECTOR SPDR TR | 208873 | 16883334 | STATE STREET CON |
| VISA INC | 37245 | 13062194 | COM CL A |
| ECOLAB INC | 48472 | 12724870 | COM |
| ALPHABET INC | 35903 | 11266362 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 240955 | 10286369 | STATE STREET UTI |
| VANGUARD BD INDEX FDS | 105710 | 7829940 | TOTAL BND MRKT |
| ISHARES TR | 51937 | 7348567 | MSCI ACWI ETF |
| INVESCO EXCHANGE TRADED FD T | 37923 | 7264530 | S&P500 EQL WGT |
| ENTERPRISE PRODS PARTNERS L | 216431 | 6938778 | COM |
| NVIDIA CORPORATION | 26720 | 4983280 | COM |
| SELECT SECTOR SPDR TR | 103007 | 4156333 | STATE STREET REA |
| DONALDSON INC | 41137 | 3647207 | COM |
| SELECT SECTOR SPDR TR | 77939 | 3484653 | STATE STREET ENE |
| VANGUARD TAX-MANAGED FDS | 38797 | 2423649 | VAN FTSE DEV MKT |
| BROADCOM INC | 5535 | 1915664 | COM |
| NVIDIA CORPORATION | 9600 | 1790400 | PUT |
| WALMART INC | 15840 | 1764735 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3310 | 1663772 | CL B NEW |
| ELI LILLY & CO | 1514 | 1627066 | COM |
| SELECT SECTOR SPDR TR | 27991 | 1533068 | STATE STREET FIN |
| META PLATFORMS INC | 2245 | 1481903 | CL A |
| NETFLIX INC | 14040 | 1316391 | COM |
| VANGUARD SCOTTSDALE FDS | 18355 | 1077990 | SHORT TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 13069 | 1041992 | SHRT TRM CORP BD |
| SPDR S&P 500 ETF TR | 1338 | 912213 | TR UNIT |
| SPDR S&P MIDCAP 400 ETF TR | 1457 | 878892 | UTSER1 S&PDCRP |
| GOLDMAN SACHS GROUP INC | 830 | 729570 | COM |
| VANGUARD INDEX FDS | 3673 | 701507 | VALUE ETF |
| EXXON MOBIL CORP | 5535 | 666082 | COM |
| VANGUARD INDEX FDS | 1047 | 656606 | S&P 500 ETF SHS |
| QUEST DIAGNOSTICS INC | 3742 | 649350 | COM |
| ISHARES TR | 15542 | 647480 | INTL TREA BD ETF |
| ABBVIE INC | 2590 | 591790 | COM |
| GE AEROSPACE | 1780 | 548294 | COM NEW |
| MASTERCARD INCORPORATED | 960 | 548045 | CL A |
| UBER TECHNOLOGIES INC | 6546 | 534874 | COM |
| VANGUARD INTL EQUITY INDEX F | 9092 | 488786 | FTSE EMR MKT ETF |
| BOSTON SCIENTIFIC CORP | 5066 | 483044 | COM |
| JOHNSON & JOHNSON | 2266 | 468949 | COM |
| WELLTOWER INC | 2524 | 468480 | COM |
| ISHARES TR | 6788 | 448008 | CORE S&P MCP ETF |
| ISHARES TR | 1176 | 439345 | RUS 1000 ETF |
| ISHARES TR | 611 | 418499 | CORE S&P500 ETF |
| SCHWAB CHARLES CORP | 3860 | 385653 | COM |
| ISHARES TR | 4417 | 384986 | 20 YR TR BD ETF |
| BLACKROCK INC | 350 | 374619 | COM |
| CATERPILLAR INC | 642 | 367783 | COM |
| RTX CORPORATION | 2000 | 366800 | COM |
| MEDTRONIC PLC | 3710 | 356383 | SHS |
| PACER FDS TR | 5817 | 350009 | US CASH COWS 100 |
| INVESCO EXCH TRADED FD TR II | 5213 | 328455 | S&P GBL WATER |
| DEERE & CO | 690 | 321244 | COM |
| CROWDSTRIKE HLDGS INC | 678 | 317820 | CL A |
| INTERNATIONAL BUSINESS MACHS | 1070 | 316945 | COM |
| ISHARES TR | 2264 | 310033 | RUS MD CP GR ETF |
| ISHARES TR | 3290 | 294335 | CORE MSCI EAFE |
| MCDONALDS CORP | 920 | 281180 | COM |
| ABBOTT LABS | 2150 | 269374 | COM |
| 3M CO | 1640 | 262564 | COM |
| PALANTIR TECHNOLOGIES INC | 1444 | 256671 | CL A |
| PALO ALTO NETWORKS INC | 1370 | 252354 | COM |
| PALANTIR TECHNOLOGIES INC | 1400 | 248850 | PUT |
| CME GROUP INC | 910 | 248503 | COM |
| ISHARES TR | 3469 | 246219 | CORE MSCI EURO |
| ISHARES TR | 2048 | 246129 | CORE S&P SCP ETF |
| DISNEY WALT CO | 2105 | 239486 | COM |
| ISHARES TR | 735 | 237413 | RUS 2000 GRW ETF |
| HCA HEALTHCARE INC | 500 | 233430 | COM |
| TJX COS INC NEW | 1500 | 230415 | COM |
| THERMO FISHER SCIENTIFIC INC | 380 | 220191 | COM |
| OREILLY AUTOMOTIVE INC | 2400 | 218904 | COM |
| CENCORA INC | 640 | 216160 | COM |
| VANGUARD INDEX FDS | 1016 | 215179 | SM CP VAL ETF |
| MCKESSON CORP | 260 | 213276 | COM |
| VERIZON COMMUNICATIONS INC | 5160 | 210167 | COM |
| EATON CORP PLC | 645 | 205439 | SHS |
| AUTOZONE INC | 60 | 203490 | COM |
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