Rothschild Capital Partners, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Rothschild Capital Partners, LLC disclosed 88 US equity positions worth $405.8m in its Q1 2026 13F filing. The largest position was AAPL at 8.8% of the reported book, followed by GOOGL and JPM.
What did Rothschild Capital Partners, LLC own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AAPL APPLE INC | Technology | 8.8% | $35.7m | 140,826 | – | |
| 2 | GOOGL ALPHABET INC | Communication Services | 7.6% | $31.0m | 107,719 | – | |
| 3 | JPM JPMORGAN CHASE & CO | Financial Services | 7.5% | $30.3m | 103,093 | – | |
| 4 | GLD SPDR GOLD TR | 7.4% | $29.9m | 69,567 | – | ||
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 6.7% | $27.0m | 129,720 | – | |
| 6 | XLV SELECT SECTOR SPDR TR | 6.2% | $25.1m | 171,004 | – | ||
| 7 | SMH VANECK ETF TRUST | 5.0% | $20.1m | 52,533 | – | ||
| 8 | MSFT MICROSOFT CORP | Technology | 4.6% | $18.6m | 50,194 | – | |
| 9 | XLP SELECT SECTOR SPDR TR | 3.4% | $13.9m | 169,753 | – | ||
| 10 | ECL ECOLAB INC | Basic Materials | 3.4% | $13.6m | 51,152 | – | |
| 11 | XLI SELECT SECTOR SPDR TR | 2.8% | $11.2m | 69,494 | – | ||
| 12 | RSP INVESCO EXCHANGE TRADED FD T | 2.7% | $10.9m | 56,802 | – | ||
| 13 | V VISA INC | Financial Services | 2.6% | $10.5m | 34,715 | – | |
| 14 | GOOG ALPHABET INC | Communication Services | 2.5% | $10.3m | 35,903 | – | |
| 15 | XLK SELECT SECTOR SPDR TR | 2.4% | $9.7m | 73,082 | – | ||
| 16 | SH PROSHARES TR | 2.3% | $9.4m | 248,968 | – | ||
| 17 | XLU SELECT SECTOR SPDR TR | 2.2% | $8.9m | 193,509 | – | ||
| 18 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 2.2% | $8.8m | 233,118 | – | |
| 19 | ACWI ISHARES TR | 1.8% | $7.2m | 51,937 | – | ||
| 20 | BND VANGUARD BD INDEX FDS | 1.7% | $6.9m | 94,364 | – | ||
| 21 | XLRE SELECT SECTOR SPDR TR | 1.0% | $4.0m | 96,864 | – | ||
| 22 | IJH ISHARES TR | 0.9% | $3.8m | 56,036 | – | ||
| 23 | NVDA NVIDIA CORPORATION | Technology | 0.9% | $3.6m | 20,598 | – | |
| 24 | DCI DONALDSON INC | Industrials | 0.9% | $3.5m | 41,137 | – | |
| 25 | XLE SELECT SECTOR SPDR TR | 0.8% | $3.2m | 52,470 | – | ||
| 26 | VEA VANGUARD TAX-MANAGED FDS | 0.6% | $2.6m | 40,976 | – | ||
| 27 | WMT WALMART INC | Consumer Defensive | 0.6% | $2.6m | 21,088 | – | |
| 28 | IWM ISHARES TR | 0.4% | $1.6m | 6,388 | – | ||
| 29 | JCPB J P MORGAN EXCHANGE TRADED F | 0.3% | $1.4m | 29,194 | – | ||
| 30 | ROST ROSS STORES INC | Consumer Cyclical | 0.3% | $1.4m | 6,246 | – | |
| 31 | META META PLATFORMS INC | Communication Services | 0.3% | $1.3m | 2,245 | – | |
| 32 | VGSH VANGUARD SCOTTSDALE FDS | 0.3% | $1.3m | 21,848 | – | ||
| 33 | VCSH VANGUARD SCOTTSDALE FDS | 0.3% | $1.3m | 16,094 | – | ||
| 34 | JNJ JOHNSON & JOHNSON | Healthcare | 0.3% | $1.3m | 5,163 | – | |
| 35 | PAVE GLOBAL X FDS | 0.3% | $1.2m | 24,353 | – | ||
| 36 | AVGO BROADCOM INC | Technology | 0.3% | $1.1m | 3,659 | – | |
| 37 | NFLX NETFLIX INC. | Communication Services | 0.3% | $1.1m | 11,524 | – | |
| 38 | EXMOC EXXON MOBIL CORP | 0.3% | $1.1m | 6,263 | – | ||
| 39 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.2% | $936.8k | 1,955 | – | ||
| 40 | NOW SERVICENOW INC | Technology | 0.2% | $926.0k | 8,857 | – | |
| 41 | MDY STATE STR SPDR S&P MIDCAP 40 | 0.2% | $905.1k | 1,468 | – | ||
| 42 | SPY STATE STR SPDR S&P 500 ETF T | 0.2% | $872.3k | 1,341 | – | ||
| 43 | TEMA ETF TRUST | 0.2% | $839.3k | 24,512 | – | ||
| 44 | VTV VANGUARD INDEX FDS | 0.2% | $805.8k | 4,107 | – | ||
| 45 | RTX RTX CORPORATION | Industrials | 0.2% | $788.8k | 4,089 | – | |
| 46 | CVX CHEVRON CORPORATION | Energy | 0.2% | $779.6k | 3,768 | – | |
| 47 | LLY ELI LILLY & CO | Healthcare | 0.2% | $769.8k | 837 | – | |
| 48 | IGV ISHARES TR | 0.2% | $751.2k | 9,384 | – | ||
| 49 | IGOV ISHARES TR | 0.2% | $751.0k | 18,290 | – | ||
| 50 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 0.2% | $746.9k | 6,503 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.