Rothschild Capital Partners, LLC

CIK

1569833

Location

NEW YORK, NY

Portfolio Value

Small $280,845,359

Diversification

Diversified

Filing Date

Global Rank

#3,762 / 8,517 ▲ 98

Top Industry

Internet Content & Information 21.1%

3Y Alpha vs SPY

+3.3%

Period ended 46 days ago

Filed Aug 14, 2026 · 1d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+89.9%

SPY

+75.3%

Annualised alpha

+3.3%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

46 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.4%

+2.4 pts

Top 5

65.1%

+1.3 pts

Top 10

86.2%

+0.3 pts

HHI

1,010

Diversified+55

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.1%	$67,719,377	5
Communication Services	19.1%	$53,540,096	4
Financial Services	17.5%	$49,125,819	6
Consumer Cyclical	12.9%	$36,247,246	5
Unclassified	11.4%	$32,047,536	4
Basic Materials	5.3%	$14,812,010	2
Energy	3.8%	$10,778,518	4
Industrials	2.7%	$7,570,879	7
Healthcare	1.7%	$4,818,531	5
Consumer Defensive	1.3%	$3,772,262	3
Real Estate	0.1%	$413,085	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+17,364	58,340	$4,156,725
GOOGL	Alphabet Inc.	+1,748	145,370	$51,805,108
BNY	Bank of New York Mellon Corp	+1,591	6,819	$986,095
JPM	Jpmorgan Chase & Co	+808	103,901	$34,009,914
GLD	Spdr Gold Trust	+612	70,179	$25,852,540
XOM	ExxonMobil Holdings Corp	+559	6,822	$932,703
NVDA	Nvidia Corp	+554	30,752	$6,153,167
EPD	Enterprise Products Partners L.P.	+500	233,618	$8,587,797
AAPL	Apple Inc.	+496	141,322	$40,892,933
LLY	ELI LILLY & Co	+193	1,030	$1,235,413
JNJ	Johnson & Johnson	+108	5,271	$1,338,675
AVGO	Broadcom Inc.	+107	3,766	$1,422,606
MCD	Mcdonalds Corp	+54	2,070	$559,541
V	Visa Inc.	+29	34,744	$11,920,318
WMT	Walmart Inc.	+22	21,110	$2,390,918
CSCO	Cisco Systems, Inc.	+19	8,497	$998,057
SCHW	Schwab Charles Corp	+7	6,077	$560,724
BRK-B	Berkshire Hathaway Inc	+6	1,961	$981,264
RTX	RTX Corp	+6	4,095	$776,944
WELL	Welltower Inc.	+6	1,820	$413,085
DIS	Walt Disney Co	+5	5,614	$540,347
ROST	Ross Stores, Inc.	+4	6,250	$1,330,312
MDY	Spdr S&P Midcap 400 ETF Trust	+3	1,471	$1,034,613
CL	Colgate Palmolive Co	+3	7,354	$674,214
SPY	Spdr S&P 500 ETF Trust	+3	1,344	$1,003,658
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−5,853	5,671	$404,909
AMZN	Amazon Com Inc	−2,141	127,579	$30,407,178
MSFT	Microsoft Corp	−1,262	48,932	$18,252,614
META	Meta Platforms, Inc.	−843	1,402	$789,732
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	7,986	$3,358,911
UNH	Unitedhealth Group Inc	2,400	$997,512
KO	Coca Cola Co	8,701	$707,130
TJX	Tjx Companies Inc /De/	3,903	$591,304
GEV	GE Vernova Inc.	172	$202,075
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	8,857	$925,999
AKAM	Akamai Technologies Inc	6,503	$746,869
TMO	Thermo Fisher Scientific Inc.	1,482	$728,447
UBER	Uber Technologies, Inc	9,627	$692,470
MCK	Mckesson Corp	768	$664,596
STE	STERIS plc	2,877	$636,191
LYV	Live Nation Entertainment, Inc.	3,759	$573,285
HCA	HCA Healthcare, Inc.	1,126	$532,868
PLTR	Palantir Technologies Inc.	2,844	$416,020
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 tracked positions · $280,845,359 total · filing declares 90 positions · $466,607,486 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	145,370	+1,748	$51,805,108	+25.5%	18.45%
AAPL	Apple Inc. Technology	Added	141,322	+496	$40,892,933	+14.4%	14.56%
JPM	Jpmorgan Chase & Co Financial Services	Added	103,901	+808	$34,009,914	+12.1%	12.11%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	127,579	-2,141	$30,407,178	+12.5%	10.83%
GLD	Spdr Gold Trust	Added	70,179	+612	$25,852,540	−13.6%	9.21%
MSFT	Microsoft Corp Technology	Reduced	48,932	-1,262	$18,252,614	−1.8%	6.50%
ECL	Ecolab Inc. Basic Materials	Held	51,152	0	$14,251,458	+4.7%	5.07%
V	Visa Inc. Financial Services	Added	34,744	+29	$11,920,318	+13.6%	4.24%
EPD	Enterprise Products Partners L.P. Energy	Added	233,618	+500	$8,587,797	−2.6%	3.06%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	30,752	+554	$6,153,167	+16.8%	2.19%
VEA	Vanguard FTSE Developed Markets ETF	Added	58,340	+17,364	$4,156,725	+58.3%	1.48%
DCI	DONALDSON Co INC Industrials	Held	41,137	0	$3,692,868	+5.8%	1.31%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	7,986	NEW	$3,358,911	NEW	1.20%
WMT	Walmart Inc. Consumer Defensive	Added	21,110	+22	$2,390,918	−8.8%	0.85%
AVGO	Broadcom Inc. Technology	Added	3,766	+107	$1,422,606	+25.6%	0.51%
JNJ	Johnson & Johnson Healthcare	Added	5,271	+108	$1,338,675	+6.1%	0.48%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	6,250	+4	$1,330,312	−1.7%	0.47%
LLY	ELI LILLY & Co Healthcare	Added	1,030	+193	$1,235,413	+60.5%	0.44%
CAT	Caterpillar Inc Industrials	Added	996	+2	$1,060,640	+50.6%	0.38%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,471	+3	$1,034,613	+14.3%	0.37%
SPY	Spdr S&P 500 ETF Trust	Added	1,344	+3	$1,003,658	+15.1%	0.36%
CSCO	Cisco Systems, Inc. Technology	Added	8,497	+19	$998,057	+51.7%	0.36%
UNH	Unitedhealth Group Inc Healthcare	NEW	2,400	NEW	$997,512	NEW	0.36%
BNY	Bank of New York Mellon Corp Financial Services	Added	6,819	+1,591	$986,095	+59.0%	0.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,961	+6	$981,264	+4.7%	0.35%
XOM	ExxonMobil Holdings Corp Energy	Added	6,822	+559	$932,703	−12.2%	0.33%
META	Meta Platforms, Inc. Communication Services	Reduced	1,402	-843	$789,732	−38.5%	0.28%
RTX	RTX Corp Industrials	Added	4,095	+6	$776,944	−1.5%	0.28%
CMI	Cummins Inc Industrials	Held	1,076	0	$767,413	+32.6%	0.27%
DE	Deere & Co Industrials	Added	1,199	+1	$760,561	+12.7%	0.27%
KO	Coca Cola Co Consumer Defensive	NEW	8,701	NEW	$707,130	NEW	0.25%
DGX	Quest Diagnostics Inc Healthcare	Added	3,223	+1	$683,114	+8.2%	0.24%
CL	Colgate Palmolive Co Consumer Defensive	Added	7,354	+3	$674,214	+7.6%	0.24%
GS	Goldman Sachs Group Inc Financial Services	Added	660	+1	$667,504	+19.7%	0.24%
HAL	Halliburton Co Energy	Held	18,653	0	$633,269	−12.9%	0.23%
CVX	Chevron Corp Energy	Added	3,769	+1	$624,749	−19.9%	0.22%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	3,903	NEW	$591,304	NEW	0.21%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	1,071	0	$563,817	−6.3%	0.20%
SCHW	Schwab Charles Corp Financial Services	Added	6,077	+7	$560,724	−1.7%	0.20%
MLM	Martin Marietta Materials Inc Basic Materials	Held	972	0	$560,552	−2.0%	0.20%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,070	+54	$559,541	−10.7%	0.20%
DIS	Walt Disney Co Communication Services	Added	5,614	+5	$540,347	−0.0%	0.19%
WELL	Welltower Inc. Real Estate	Added	1,820	+6	$413,085	+15.2%	0.15%
NFLX	Netflix Inc Communication Services	Reduced	5,671	-5,853	$404,909	−63.5%	0.14%
VRT	Vertiv Holdings Co Industrials	Held	927	0	$310,378	+33.6%	0.11%
GEV	GE Vernova Inc. Industrials	NEW	172	NEW	$202,075	NEW	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.