Rothschild Capital Partners, LLC
CIK 0001569833 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$466.6M
2026 Q2
Positions
90
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
8.8%
GOOGL
ALPHABET INC
8.4%
SMH
VANECK ETF TRUST
7.4%
JPM
JPMORGAN CHASE & CO
7.3%
AMZN
AMAZON COM INC
6.5%
XLV
SELECT SECTOR SPDR TR
5.7%
GLD
SPDR GOLD TR
5.5%
MSFT
MICROSOFT CORP
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.