Rothschild Capital Partners, LLC

Registered adviser

CIK

1569833

Location

NEW YORK, NY

Portfolio Value

Small $466,376,770

Diversification

Diversified

Filing Date

Global Rank

#4,025 / 8,827 ▲ 3

Top Industry

Internet Content & Information 21.1%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 161688

Roster of Nov 1, 2026

Regulatory AUM

$469,731,208

Main clients

Pooled investment vehicles (54% of AUM)

Private funds

2 funds · Hedge funds

Focus by fund count, roster of Nov 1, 2026

$191,488,116 gross assets

Private funds on Schedule D 7.B.(1)

As filed Sep 9, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$179,911,332 gross assets in 2 funds Hedge funds $179,911,332 (2)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$469,731,208	Pooled investment vehicles (54%)
Apr 2025 to Mar 2026	$467,800,183	Pooled investment vehicles (52%)
Apr 2024 to Mar 2025	$351,295,209	Pooled investment vehicles (51%)
May 2023 to Mar 2024	$317,580,183	Pooled investment vehicles (53%)
Apr 2023	$317,580,183	Pooled investment vehicles (53%)
Apr 2022 to Mar 2023	$379,705,509	Diversified

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 73.7% of the book (60%+)

Turnover

Low turnover

26.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.9 quarters (12+), a floor since 61.0% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 71.1%; sector active share 39.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

15.5%

+0.3 pts

Top 5

50.2%

+1.3 pts

Top 10

73.4%

+0.7 pts

HHI

706

Diversified+23

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	46.5%	$216,859,794	44
Technology	14.5%	$67,719,377	5
Communication Services	11.5%	$53,540,096	5
Financial Services	10.7%	$49,844,972	8
Consumer Cyclical	7.8%	$36,247,246	5
Basic Materials	3.2%	$14,812,010	2
Energy	2.3%	$10,778,518	4
Industrials	1.6%	$7,570,879	7
Healthcare	1.0%	$4,818,531	5
Consumer Defensive	0.8%	$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
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+31,521	225,030	$10,202,860
JCPB	JPMorgan Core Plus Bond ETF	+28,245	57,439	$2,696,186
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+22,500	116,864	$8,578,986
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	+18,667	115,531	$5,086,829
VEA	Vanguard FTSE Developed Markets ETF	+17,364	58,340	$4,156,725
IGOV	iShares International Treasury Bond ETF	+7,604	25,894	$1,062,430
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+6,962	28,810	$1,676,742
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+4,205	14,711	$878,099
COWZ	Pacer US Cash Cows 100 ETF	+3,544	10,335	$642,837
IJH	iShares Core S&P Mid-Cap ETF	+3,096	59,132	$4,559,668
STIP	iShares 0-5 Year TIPS Bond ETF	+2,445	7,698	$786,427
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+2,267	75,349	$14,355,491
BNY	Bank of New York Mellon Corp	+1,591	6,819	$986,095
GOOGL	Alphabet Inc.	+1,570	109,289	$39,056,609
—		+1,382	171,135	$14,216,184
VTV	VANGUARD VALUE INDEX FUND	+1,352	5,459	$1,189,679
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+1,225	17,319	$1,368,720
IJR	iShares Core S&P Small-Cap ETF	+905	3,140	$465,693
—		+886	2,942	$430,738
JPM	Jpmorgan Chase & Co	+808	103,901	$34,009,914
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+639	1,897	$460,952
GLD	Spdr Gold Trust	+612	70,179	$25,852,540
XOM	ExxonMobil Holdings Corp	+559	6,822	$932,703
NVDA	Nvidia Corp	+554	21,152	$4,232,303
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+536	70,030	$12,971,656
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
SH	ProShares Short S&P500	−227,141	21,827	$720,727
NFLX	Netflix Inc	−5,853	5,671	$404,909
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−3,775	167,229	$26,532,553
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
TLT	iShares 20+ Year Treasury Bond ETF	−789	4,021	$347,494
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
PSQ	ProShares Short QQQ	310,033	$7,769,426
TSLA	Tesla, Inc.	7,986	$3,358,911
—		7,395	$1,635,774
UNH	Unitedhealth Group Inc	2,400	$997,512
KO	Coca Cola Co	8,701	$707,130
TJX	Tjx Companies Inc	3,903	$591,304
XLF	State Street Corp	7,023	$376,503
IWO	iShares Russell 2000 Growth ETF	831	$327,380
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	2,461	$288,626
GEV	GE Vernova Inc.	172	$202,075
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	1,885	$201,940
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	8,857	$925,999
IGV	iShares Expanded Tech-Software Sector ETF	9,384	$751,189
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.	1,444	$211,228
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

89 tracked positions · $466,376,770 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

Showing 1–50 of 89 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AAPL	Apple Inc. Technology	Added	141,322	+496	$40,892,933	+14.4%	26+	before history	8.77%
GOOGL	Alphabet Inc. Communication Services	Added	109,289	+1,570	$39,056,609	+26.1%	26+	before history	8.37%
SMH	VanEck Semiconductor ETF	Held	52,533	0	$34,455,869	+71.1%	25	unpriced	7.39%
JPM	Jpmorgan Chase & Co Financial Services	Added	103,901	+808	$34,009,914	+12.1%	26+	before history	7.29%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	127,579	-2,141	$30,407,178	+12.5%	26+	before history	6.52%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	167,229	-3,775	$26,532,553	+5.8%	19	unpriced	5.69%
GLD	Spdr Gold Trust	Added	70,179	+612	$25,852,540	−13.6%	26+	before history	5.54%
MSFT	Microsoft Corp Technology	Reduced	48,932	-1,262	$18,252,614	−1.8%	26+	before history	3.91%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	75,349	+2,267	$14,355,491	+47.8%	26+	before history	3.08%
ECL	Ecolab Inc. Basic Materials	Held	51,152	0	$14,251,458	+4.7%	26+	before history	3.06%
		Added	171,135	+1,382	$14,216,184	+2.2%	26+	before history	3.05%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	70,030	+536	$12,971,656	+15.4%	25	unpriced	2.78%
GOOG	Alphabet Inc. Communication Services	Added	36,081	+178	$12,748,499	+23.8%	26+	before history	2.73%
RSP	Victory Portfolios II	Held	56,802	0	$12,085,761	+10.9%	4	$190.27	2.59%
V	Visa Inc. Financial Services	Added	34,744	+29	$11,920,318	+13.6%	26+	before history	2.56%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	225,030	+31,521	$10,202,860	+14.9%	26+	before history	2.19%
EPD	Enterprise Products Partners L.P. Energy	Added	233,618	+500	$8,587,797	−2.6%	26+	before history	1.84%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	116,864	+22,500	$8,578,986	+23.5%	11	$73.09	1.84%
ACWI	iShares MSCI ACWI ETF	Held	51,937	0	$8,152,550	+13.4%	4	unpriced	1.75%
PSQ	ProShares Short QQQ	NEW	310,033	NEW	$7,769,426	NEW	1	unpriced	1.67%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	30,752	+554	$6,153,167	+16.8%	7	$145.35	1.32%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Added	115,531	+18,667	$5,086,829	+28.6%	26+	before history	1.09%
IJH	iShares Core S&P Mid-Cap ETF	Added	59,132	+3,096	$4,559,668	+20.5%	11	unpriced	0.98%
VEA	Vanguard FTSE Developed Markets ETF	Added	58,340	+17,364	$4,156,725	+58.3%	11	$56.49	0.89%
DCI	DONALDSON Co INC Industrials	Held	41,137	0	$3,692,868	+5.8%	26+	before history	0.79%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	7,986	NEW	$3,358,911	NEW	1	$397.72	0.72%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	52,848	+378	$2,806,757	−12.7%	23	unpriced	0.60%
JCPB	JPMorgan Core Plus Bond ETF	Added	57,439	+28,245	$2,696,186	+96.2%	2	$47.18	0.58%
WMT	Walmart Inc. Consumer Defensive	Added	21,110	+22	$2,390,918	−8.8%	7	$105.13	0.51%
IWM	iShares Russell 2000 ETF	Added	6,389	+1	$1,919,575	+21.2%	2	unpriced	0.41%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	28,810	+6,962	$1,676,742	+31.1%	11	$58.38	0.36%
		NEW	7,395	NEW	$1,635,774	NEW	1	$209.33	0.35%
PAVE	Global X U.S. Infrastructure Development ETF	Held	24,353	0	$1,434,878	+16.0%	2	unpriced	0.31%
AVGO	Broadcom Inc. Technology	Added	3,766	+107	$1,422,606	+25.6%	7	$199.33	0.31%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	17,319	+1,225	$1,368,720	+7.3%	11	$78.46	0.29%
JNJ	Johnson & Johnson Healthcare	Added	5,271	+108	$1,338,675	+6.1%	4	$206.45	0.29%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	6,250	+4	$1,330,312	−1.7%	2	$199.23	0.29%
LLY	ELI LILLY & Co Healthcare	Added	1,030	+193	$1,235,413	+60.5%	7	$885.45	0.26%
VTV	VANGUARD VALUE INDEX FUND	Added	5,459	+1,352	$1,189,679	+47.6%	11	unpriced	0.26%
IGOV	iShares International Treasury Bond ETF	Added	25,894	+7,604	$1,062,430	+41.5%	6	unpriced	0.23%
CAT	Caterpillar Inc Industrials	Added	996	+2	$1,060,640	+50.6%	3	$604.80	0.23%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,471	+3	$1,034,613	+14.3%	9	$550.43	0.22%
		Held	24,512	0	$1,026,807	+22.3%	2	$33.30	0.22%
SPY	Spdr S&P 500 ETF Trust	Added	1,344	+3	$1,003,658	+15.1%	11	$450.28	0.22%
CSCO	Cisco Systems, Inc. Technology	Added	8,497	+19	$998,057	+51.7%	2	$78.34	0.21%
UNH	Unitedhealth Group Inc Healthcare	NEW	2,400	NEW	$997,512	NEW	1	$370.65	0.21%
BNY	Bank of New York Mellon Corp Financial Services	Added	6,819	+1,591	$986,095	+59.0%	2	$123.07	0.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,961	+6	$981,264	+4.7%	7	$466.42	0.21%
XOM	ExxonMobil Holdings Corp Energy	Added	6,822	+559	$932,703	−12.2%	7	$121.13	0.20%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	14,711	+4,205	$878,099	+54.6%	11	$48.07	0.19%

Showing the top 50 of 89 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.