Institutional Fund
Rothschild Capital Partners, LLC
New York, NYCIK 15698335 filings on record
Portfolio Value
$405.79M
Q1 2026
Holdings
88
Reported positions
New Buys
23
Opened this quarter
QoQ Change
-4.2%
from $423.48M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc8.8%
- Alphabet Inc7.6%
- Jpmorgan Chase & Co.7.5%
- Spdr Gold Tr7.4%
- Amazon Com Inc6.7%
- Select Sector Spdr Tr6.2%
- Other55.9%
Portfolio Holdings
88 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 140.8K | $35.74M | 8.8% | −5.3K | Reduced |
| 2 | Alphabet Inc | 107.7K | $30.98M | 7.6% | −3.2K | Reduced |
| 3 | Jpmorgan Chase & Co. | 103.1K | $30.33M | 7.5% | +923 | Added |
| 4 | Spdr Gold Tr | 69.6K | $29.93M | 7.4% | +60 | Added |
| 5 | Amazon Com Inc | 129.7K | $27.02M | 6.7% | −922 | Reduced |
| 6 | Select Sector Spdr Tr | 171.0K | $25.07M | 6.2% | −27.1K | Reduced |
| 7 | Vaneck ETF Trust | 52.5K | $20.14M | 5.0% | +4.7K | Added |
| 8 | Microsoft Corp | 50.2K | $18.58M | 4.6% | −1.7K | Reduced |
| 9 | Select Sector Spdr Tr | 169.8K | $13.92M | 3.4% | −23.4K | Reduced |
| 10 | Ecolab Inc | 51.2K | $13.61M | 3.4% | +2.7K | Added |
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