Rothschild Capital Partners, LLC

CIK

1569833

Location

NEW YORK, NY

Portfolio Value

Small $244,325,554

Diversification

Diversified

Filing Date

Global Rank

#3,809 / 8,605 ▲ 1 · as of Mar 2026

Top Industry

Consumer Electronics 16.8%

3Y Alpha vs SPY

-0.3%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+75.3%

SPY

+76.5%

Annualised alpha

-0.3%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

49 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.6%

−0.8 pts

Top 5

63.0%

−1.2 pts

Top 10

86.3%

−3.1 pts

HHI

933

Diversified−69

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.3%	$64,158,736	9
Financial Services	17.8%	$43,503,095	6
Communication Services	14.1%	$34,482,018	5
Unclassified	13.0%	$31,711,492	3
Consumer Cyclical	11.9%	$28,996,406	3
Basic Materials	5.8%	$14,179,651	2
Energy	4.7%	$11,390,644	4
Industrials	2.6%	$6,470,303	6
Healthcare	2.4%	$5,827,223	8
Consumer Defensive	1.3%	$3,247,341	2
Real Estate	0.1%	$358,645	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
EPD	Enterprise Products Partners L.P.	+16,687	233,118	$8,821,185
WMT	Walmart Inc.	+5,248	21,088	$2,620,816
DIS	Walt Disney Co	+3,504	5,609	$540,595
UBER	Uber Technologies, Inc	+3,081	9,627	$692,470
JNJ	Johnson & Johnson	+2,897	5,163	$1,262,043
ECL	Ecolab Inc.	+2,680	51,152	$13,607,455
SCHW	Schwab Charles Corp	+2,210	6,070	$570,458
RTX	RTX Corp	+2,089	4,089	$788,768
TMO	Thermo Fisher Scientific Inc.	+1,102	1,482	$728,447
MCD	Mcdonalds Corp	+1,096	2,016	$626,552
JPM	Jpmorgan Chase & Co	+923	103,093	$30,325,836
XOM	Exxon Mobil Corp	+728	6,263	$1,062,580
HCA	HCA Healthcare, Inc.	+626	1,126	$532,868
MCK	Mckesson Corp	+508	768	$664,596
DE	Deere & Co	+508	1,198	$674,833
CAT	Caterpillar Inc	+352	994	$704,209
GLD	Spdr Gold Trust	+60	69,567	$29,933,984
MDY	Spdr S&P Midcap 400 ETF Trust	+11	1,468	$905,403
SPY	Spdr S&P 500 ETF Trust	+3	1,341	$872,105
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−6,122	30,198	$5,266,531
AAPL	Apple Inc.	−5,269	140,826	$35,740,230
GOOGL	Alphabet Inc.	−3,227	107,719	$30,975,675
V	Visa Inc.	−2,530	34,715	$10,492,261
NFLX	Netflix Inc	−2,516	11,524	$1,108,032
AVGO	Broadcom Inc.	−1,876	3,659	$1,132,497
MSFT	Microsoft Corp	−1,706	50,194	$18,580,312
BRK-B	Berkshire Hathaway Inc	−1,355	1,955	$936,836
AMZN	Amazon Com Inc	−922	129,720	$27,016,784
WELL	Welltower Inc.	−710	1,814	$358,645
LLY	ELI LILLY & Co	−677	837	$769,847
DGX	Quest Diagnostics Inc	−520	3,222	$631,447
GS	Goldman Sachs Group Inc	−171	659	$557,507
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
ROST	Ross Stores, Inc.	6,246	$1,353,070
NOW	ServiceNow, Inc.	8,857	$925,999
CVX	Chevron Corp	3,768	$779,599
AKAM	Akamai Technologies Inc	6,503	$746,869
HAL	Halliburton Co	18,653	$727,280
CSCO	Cisco Systems, Inc.	8,478	$657,808
STE	STERIS plc	2,877	$636,191
CL	Colgate Palmolive Co	7,351	$626,525
BNY	Bank of New York Mellon Corp	5,228	$620,197
IDXX	Idexx Laboratories Inc /De	1,071	$601,784
CMI	Cummins Inc	1,076	$578,909
LYV	Live Nation Entertainment, Inc.	3,759	$573,285
MLM	Martin Marietta Materials Inc	972	$572,196
VRT	Vertiv Holdings Co	927	$232,287
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
ABBV	AbbVie Inc.	2,590	$591,789
GE	General Electric Co	1,780	$548,293
MA	Mastercard Inc	960	$548,044
BSX	Boston Scientific Corp	5,066	$483,043
BLK	BlackRock, Inc.	350	$374,619
MDT	Medtronic plc	3,710	$356,382
IBM	International Business Machines Corp	1,070	$316,944
ABT	Abbott Laboratories	2,150	$269,373
MMM	3M Co	1,640	$262,564
PANW	Palo Alto Networks Inc	1,370	$252,354
CME	Cme Group Inc.	910	$248,502
TJX	Tjx Companies Inc /De/	1,500	$230,415
ORLY	O Reilly Automotive Inc	2,400	$218,904
COR	Cencora, Inc.	640	$216,160
VZ	Verizon Communications Inc	5,160	$210,166
ETN	Eaton Corp plc	645	$205,438
AZO	Autozone Inc	60	$203,490
CRWD	CrowdStrike Holdings, Inc.	678	$79,454
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 positions · $244,325,554 total · as of Mar 31, 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
AAPL	Apple Inc. Technology	Reduced	140,826	-5,269	$35,740,230	−10.0%	14.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	107,719	-3,227	$30,975,675	−10.8%	12.68%
JPM	Jpmorgan Chase & Co Financial Services	Added	103,093	+923	$30,325,836	−7.9%	12.41%
GLD	Spdr Gold Trust	Added	69,567	+60	$29,933,984	+8.7%	12.25%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	129,720	-922	$27,016,784	−10.4%	11.06%
MSFT	Microsoft Corp Technology	Reduced	50,194	-1,706	$18,580,312	−26.0%	7.60%
ECL	Ecolab Inc. Basic Materials	Added	51,152	+2,680	$13,607,455	+6.9%	5.57%
V	Visa Inc. Financial Services	Reduced	34,715	-2,530	$10,492,261	−19.7%	4.29%
EPD	Enterprise Products Partners L.P. Energy	Added	233,118	+16,687	$8,821,185	+27.1%	3.61%
NVDA	Nvidia Corp Technology	Reduced	30,198	-6,122	$5,266,531	−22.3%	2.16%
DCI	DONALDSON Co INC Industrials	Held	41,137	0	$3,491,297	−4.3%	1.43%
WMT	Walmart Inc. Consumer Defensive	Added	21,088	+5,248	$2,620,816	+48.5%	1.07%
ROST	Ross Stores, Inc. Consumer Cyclical	NEW	6,246	NEW	$1,353,070	NEW	0.55%
META	Meta Platforms, Inc. Communication Services	Held	2,245	0	$1,284,431	−13.3%	0.53%
JNJ	Johnson & Johnson Healthcare	Added	5,163	+2,897	$1,262,043	+169.1%	0.52%
AVGO	Broadcom Inc. Technology	Reduced	3,659	-1,876	$1,132,497	−40.9%	0.46%
NFLX	Netflix Inc Communication Services	Reduced	11,524	-2,516	$1,108,032	−15.8%	0.45%
XOM	Exxon Mobil Corp Energy	Added	6,263	+728	$1,062,580	+59.5%	0.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,955	-1,355	$936,836	−43.7%	0.38%
NOW	ServiceNow, Inc. Technology	NEW	8,857	NEW	$925,999	NEW	0.38%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,468	+11	$905,403	+3.0%	0.37%
SPY	Spdr S&P 500 ETF Trust	Added	1,341	+3	$872,105	−4.4%	0.36%
RTX	RTX Corp Industrials	Added	4,089	+2,089	$788,768	+115.0%	0.32%
CVX	Chevron Corp Energy	NEW	3,768	NEW	$779,599	NEW	0.32%
LLY	ELI LILLY & Co Healthcare	Reduced	837	-677	$769,847	−52.7%	0.32%
AKAM	Akamai Technologies Inc Technology	NEW	6,503	NEW	$746,869	NEW	0.31%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,482	+1,102	$728,447	+230.8%	0.30%
HAL	Halliburton Co Energy	NEW	18,653	NEW	$727,280	NEW	0.30%
CAT	Caterpillar Inc Industrials	Added	994	+352	$704,209	+91.5%	0.29%
UBER	Uber Technologies, Inc Technology	Added	9,627	+3,081	$692,470	+29.5%	0.28%
DE	Deere & Co Industrials	Added	1,198	+508	$674,833	+110.1%	0.28%
MCK	Mckesson Corp Healthcare	Added	768	+508	$664,596	+211.6%	0.27%
CSCO	Cisco Systems, Inc. Technology	NEW	8,478	NEW	$657,808	NEW	0.27%
STE	STERIS plc Healthcare	NEW	2,877	NEW	$636,191	NEW	0.26%
DGX	Quest Diagnostics Inc Healthcare	Reduced	3,222	-520	$631,447	−2.8%	0.26%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,016	+1,096	$626,552	+122.8%	0.26%
CL	Colgate Palmolive Co Consumer Defensive	NEW	7,351	NEW	$626,525	NEW	0.26%
BNY	Bank of New York Mellon Corp Financial Services	NEW	5,228	NEW	$620,197	NEW	0.25%
IDXX	Idexx Laboratories Inc /De Healthcare	NEW	1,071	NEW	$601,784	NEW	0.25%
CMI	Cummins Inc Industrials	NEW	1,076	NEW	$578,909	NEW	0.24%
LYV	Live Nation Entertainment, Inc. Communication Services	NEW	3,759	NEW	$573,285	NEW	0.23%
MLM	Martin Marietta Materials Inc Basic Materials	NEW	972	NEW	$572,196	NEW	0.23%
SCHW	Schwab Charles Corp Financial Services	Added	6,070	+2,210	$570,458	+47.9%	0.23%
GS	Goldman Sachs Group Inc Financial Services	Reduced	659	-171	$557,507	−23.6%	0.23%
DIS	Walt Disney Co Communication Services	Added	5,609	+3,504	$540,595	+125.7%	0.22%
HCA	HCA Healthcare, Inc. Healthcare	Added	1,126	+626	$532,868	+128.3%	0.22%
PLTR	Palantir Technologies Inc. Technology	Held	2,844	0	$416,020	−17.7%	0.17%
WELL	Welltower Inc. Real Estate	Reduced	1,814	-710	$358,645	−23.4%	0.15%
VRT	Vertiv Holdings Co Industrials	NEW	927	NEW	$232,287	NEW	0.10%