Rothschild Capital Partners

NEW YORK, NYfiles as Rothschild Capital Partners, LLC

$464m in 89 US stocks at the end of 30 June 2026. The top 10 are 59.9% of the money. It changed about 9.3% of the portfolio this quarter.

Value

$464m

Stocks

Top 10 share

59.9%

Turnover

9.3%

What changed this quarter

New

Bought for the first time this quarter.

Proshares TRPSQ
1.7% of the fund
TeslaTSLA
0.7% of the fund
Ishares TRIWN
0.4% of the fund
UnitedHealth GroupUNH
0.2% of the fund
Coca-ColaKO
0.2% of the fund
TJX CompaniesTJX
0.1% of the fund
Select Sector Spdr TRXLF
<0.1% of the fund
Ishares TRIWO
<0.1% of the fund
Select Sector Spdr TRXLY
<0.1% of the fund
GE VernovaGEV
<0.1% of the fund
Select Sector Spdr TRXLC
<0.1% of the fund

Added

Bought more of a stock they already held.

Select Sector Spdr TRXLK
3.1% of the fund
+3%
Select Sector Spdr TRXLU
2.2% of the fund
+16%
Vanguard BD Index FDSBND
1.8% of the fund
+24%
Select Sector Spdr TRXLRE
1.1% of the fund
+19%
Ishares TRIJH
1.0% of the fund
+6%
NvidiaNVDA
0.9% of the fund
+3%
Vanguard Tax-Managed FDSVEA
0.9% of the fund
+42%
J P Morgan Exchange Traded FJCPB
0.6% of the fund
+97%
Vanguard Scottsdale FDSVGSH
0.4% of the fund
+32%
BroadcomAVGO
0.3% of the fund
+3%
Vanguard Scottsdale FDSVCSH
0.3% of the fund
+8%
Johnson & JohnsonJNJ
0.3% of the fund
+2%
Eli LillyLLY
0.3% of the fund
+23%
Vanguard Index FDSVTV
0.3% of the fund
+33%
Ishares TRIGOV
0.2% of the fund
+42%
Bank of New York MellonBNY
0.2% of the fund
+30%
ExxonMobil HoldingsXOM
0.2% of the fund
+9%
Vanguard Intl Equity Index FVWO
0.2% of the fund
+40%
Vanguard Index FDSVOO
0.2% of the fund
+12%
Ishares TRSTIP
0.2% of the fund
+47%
Ishares TRIVV
0.1% of the fund
+17%
Pacer FDS TRCOWZ
0.1% of the fund
+52%
McDonald'sMCD
0.1% of the fund
+3%
Ishares TRIJR
0.1% of the fund
+40%
Vanguard Index FDSVBR
<0.1% of the fund
+51%

Cut

Sold some of their stake.

Select Sector Spdr TRXLV
5.7% of the fund
-2%
MicrosoftMSFT
3.9% of the fund
-3%
Meta PlatformsMETA
0.2% of the fund
-38%
Proshares TRSH
0.2% of the fund
-91%
NetflixNFLX
<0.1% of the fund
-51%
Ishares TRTLT
<0.1% of the fund
-16%

Sold out

Sold their entire stake.

Holdings

AppleAAPL
Share
8.8%
Value
$41m
Shares
141,322
Held
AlphabetGOOGL
Share
8.4%
Value
$39m
Shares
109,289
Held
Vaneck ETF TrustSMH
Share
7.4%
Value
$34m
Shares
52,533
Held
JPMorgan ChaseJPM
Share
7.3%
Value
$34m
Shares
103,901
Held
Amazon.comAMZN
Share
6.5%
Value
$30m
Shares
127,579
Held
Select Sector Spdr TRXLV
Share
5.7%
Value
$27m
Shares
167,229
-2%
Spdr Gold TRGLD
Share
5.6%
Value
$26m
Shares
70,179
Held
MicrosoftMSFT
Share
3.9%
Value
$18m
Shares
48,932
-3%
Select Sector Spdr TRXLK
Share
3.1%
Value
$14m
Shares
75,349
+3%
EcolabECL
Share
3.1%
Value
$14m
Shares
51,152
Held
Select Sector Spdr TRXLP
Share
3.1%
Value
$14m
Shares
171,135
Held
Select Sector Spdr TRXLI
Share
2.8%
Value
$13m
Shares
70,030
Held
AlphabetGOOG
Share
2.7%
Value
$13m
Shares
36,081
Held
Invesco Exchange Traded FD TRSP
Share
2.6%
Value
$12m
Shares
56,802
Held
VisaV
Share
2.6%
Value
$12m
Shares
34,744
Held
Select Sector Spdr TRXLU
Share
2.2%
Value
$10m
Shares
225,030
+16%
Enterprise Products Partners L.P.EPD
Share
1.8%
Value
$9m
Shares
233,618
Held
Vanguard BD Index FDSBND
Share
1.8%
Value
$9m
Shares
116,864
+24%
Ishares TRACWI
Share
1.8%
Value
$8m
Shares
51,937
Held
Proshares TRPSQ
Share
1.7%
Value
$8m
Shares
310,033
New
Select Sector Spdr TRXLRE
Share
1.1%
Value
$5m
Shares
115,531
+19%
Ishares TRIJH
Share
1.0%
Value
$5m
Shares
59,132
+6%
NvidiaNVDA
Share
0.9%
Value
$4m
Shares
21,152
+3%
Vanguard Tax-Managed FDSVEA
Share
0.9%
Value
$4m
Shares
58,340
+42%
DonaldsonDCI
Share
0.8%
Value
$4m
Shares
41,137
Held
TeslaTSLA
Share
0.7%
Value
$3m
Shares
7,986
New
Select Sector Spdr TRXLE
Share
0.6%
Value
$3m
Shares
52,848
Held
J P Morgan Exchange Traded FJCPB
Share
0.6%
Value
$3m
Shares
57,439
+97%
WalmartWMT
Share
0.5%
Value
$2m
Shares
21,110
Held
Ishares TRIWM
Share
0.4%
Value
$2m
Shares
6,389
Held
Vanguard Scottsdale FDSVGSH
Share
0.4%
Value
$2m
Shares
28,810
+32%
Ishares TRIWN
Share
0.4%
Value
$2m
Shares
7,395
New
Global X FDSPAVE
Share
0.3%
Value
$1m
Shares
24,353
Held
BroadcomAVGO
Share
0.3%
Value
$1m
Shares
3,766
+3%
Vanguard Scottsdale FDSVCSH
Share
0.3%
Value
$1m
Shares
17,319
+8%
Johnson & JohnsonJNJ
Share
0.3%
Value
$1m
Shares
5,271
+2%
Ross StoresROST
Share
0.3%
Value
$1m
Shares
6,250
Held
Eli LillyLLY
Share
0.3%
Value
$1m
Shares
1,030
+23%
Vanguard Index FDSVTV
Share
0.3%
Value
$1m
Shares
5,459
+33%
Ishares TRIGOV
Share
0.2%
Value
$1m
Shares
25,894
+42%
CaterpillarCAT
Share
0.2%
Value
$1m
Shares
996
Held
State STR Spdr S&P Midcap 40MDY
Share
0.2%
Value
$1m
Shares
1,471
Held
Tema ETF TrustVOLT
Share
0.2%
Value
$1m
Shares
24,512
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$1m
Shares
1,344
Held
Cisco SystemsCSCO
Share
0.2%
Value
$998,058
Shares
8,497
Held
UnitedHealth GroupUNH
Share
0.2%
Value
$997,512
Shares
2,400
New
Bank of New York MellonBNY
Share
0.2%
Value
$986,096
Shares
6,819
+30%
Berkshire HathawayBRK-B
Share
0.2%
Value
$981,265
Shares
1,961
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$932,704
Shares
6,822
+9%
Vanguard Intl Equity Index FVWO
Share
0.2%
Value
$878,100
Shares
14,711
+40%
Meta PlatformsMETA
Share
0.2%
Value
$789,733
Shares
1,402
-38%
Vanguard Index FDSVOO
Share
0.2%
Value
$788,458
Shares
1,148
+12%
Ishares TRSTIP
Share
0.2%
Value
$786,428
Shares
7,698
+47%
RTXRTX
Share
0.2%
Value
$776,945
Shares
4,095
Held
CumminsCMI
Share
0.2%
Value
$767,414
Shares
1,076
Held
DeereDE
Share
0.2%
Value
$760,562
Shares
1,199
Held
Proshares TRSH
Share
0.2%
Value
$720,728
Shares
21,827
-91%
Coca-ColaKO
Share
0.2%
Value
$707,131
Shares
8,701
New
Quest DiagnosticsDGX
Share
0.1%
Value
$683,115
Shares
3,223
Held
Colgate-PalmoliveCL
Share
0.1%
Value
$674,215
Shares
7,354
Held
Goldman Sachs GroupGS
Share
0.1%
Value
$667,505
Shares
660
Held
Ishares TRIVV
Share
0.1%
Value
$666,513
Shares
890
+17%
Vaneck ETF TrustREMX
Share
0.1%
Value
$644,192
Shares
7,279
Held
Pacer FDS TRCOWZ
Share
0.1%
Value
$642,837
Shares
10,335
+52%
HalliburtonHAL
Share
0.1%
Value
$633,270
Shares
18,653
Held
ChevronCVX
Share
0.1%
Value
$624,750
Shares
3,769
Held
TJX CompaniesTJX
Share
0.1%
Value
$591,305
Shares
3,903
New
Idexx LaboratoriesIDXX
Share
0.1%
Value
$563,818
Shares
1,071
Held
Charles SchwabSCHW
Share
0.1%
Value
$560,725
Shares
6,077
Held
Martin Marietta MaterialsMLM
Share
0.1%
Value
$560,553
Shares
972
Held
McDonald'sMCD
Share
0.1%
Value
$559,542
Shares
2,070
+3%
Walt DisneyDIS
Share
0.1%
Value
$540,348
Shares
5,614
Held
Ishares TRIWB
Share
0.1%
Value
$483,764
Shares
1,181
Held
Ishares TRIJR
Share
0.1%
Value
$465,694
Shares
3,140
+40%
Vanguard Index FDSVBR
Share
<0.1%
Value
$460,953
Shares
1,897
+51%
Ishares TRIWP
Share
<0.1%
Value
$430,739
Shares
2,942
+43%
WelltowerWELL
Share
<0.1%
Value
$413,086
Shares
1,820
Held
NetflixNFLX
Share
<0.1%
Value
$404,910
Shares
5,671
-51%
Select Sector Spdr TRXLF
Share
<0.1%
Value
$376,504
Shares
7,023
New
Ishares TRTLT
Share
<0.1%
Value
$347,495
Shares
4,021
-16%
Invesco Exch Traded FD TR IICGW
Share
<0.1%
Value
$342,628
Shares
5,213
Held
Ishares TRIWO
Share
<0.1%
Value
$327,381
Shares
831
New
Ishares TRIEFA
Share
<0.1%
Value
$322,525
Shares
3,339
Held
Vertiv HoldingsVRT
Share
<0.1%
Value
$310,379
Shares
927
Held
J P Morgan Exchange Traded FJMST
Share
<0.1%
Value
$304,980
Shares
5,980
Held
Select Sector Spdr TRXLY
Share
<0.1%
Value
$288,627
Shares
2,461
New
Ishares TRIEUR
Share
<0.1%
Value
$265,738
Shares
3,535
Held
GE VernovaGEV
Share
<0.1%
Value
$202,076
Shares
172
New
Select Sector Spdr TRXLC
Share
<0.1%
Value
$201,941
Shares
1,885
New

Company	Share of fund	Value	Shares	Change
AppleAAPL	8.8%	$41m	141,322	Held
AlphabetGOOGL	8.4%	$39m	109,289	Held
Vaneck ETF TrustSMH	7.4%	$34m	52,533	Held
JPMorgan ChaseJPM	7.3%	$34m	103,901	Held
Amazon.comAMZN	6.5%	$30m	127,579	Held
Select Sector Spdr TRXLV	5.7%	$27m	167,229	-2%
Spdr Gold TRGLD	5.6%	$26m	70,179	Held
MicrosoftMSFT	3.9%	$18m	48,932	-3%
Select Sector Spdr TRXLK	3.1%	$14m	75,349	+3%
EcolabECL	3.1%	$14m	51,152	Held
Select Sector Spdr TRXLP	3.1%	$14m	171,135	Held
Select Sector Spdr TRXLI	2.8%	$13m	70,030	Held
AlphabetGOOG	2.7%	$13m	36,081	Held
Invesco Exchange Traded FD TRSP	2.6%	$12m	56,802	Held
VisaV	2.6%	$12m	34,744	Held
Select Sector Spdr TRXLU	2.2%	$10m	225,030	+16%
Enterprise Products Partners L.P.EPD	1.8%	$9m	233,618	Held
Vanguard BD Index FDSBND	1.8%	$9m	116,864	+24%
Ishares TRACWI	1.8%	$8m	51,937	Held
Proshares TRPSQ	1.7%	$8m	310,033	New
Select Sector Spdr TRXLRE	1.1%	$5m	115,531	+19%
Ishares TRIJH	1.0%	$5m	59,132	+6%
NvidiaNVDA	0.9%	$4m	21,152	+3%
Vanguard Tax-Managed FDSVEA	0.9%	$4m	58,340	+42%
DonaldsonDCI	0.8%	$4m	41,137	Held
TeslaTSLA	0.7%	$3m	7,986	New
Select Sector Spdr TRXLE	0.6%	$3m	52,848	Held
J P Morgan Exchange Traded FJCPB	0.6%	$3m	57,439	+97%
WalmartWMT	0.5%	$2m	21,110	Held
Ishares TRIWM	0.4%	$2m	6,389	Held
Vanguard Scottsdale FDSVGSH	0.4%	$2m	28,810	+32%
Ishares TRIWN	0.4%	$2m	7,395	New
Global X FDSPAVE	0.3%	$1m	24,353	Held
BroadcomAVGO	0.3%	$1m	3,766	+3%
Vanguard Scottsdale FDSVCSH	0.3%	$1m	17,319	+8%
Johnson & JohnsonJNJ	0.3%	$1m	5,271	+2%
Ross StoresROST	0.3%	$1m	6,250	Held
Eli LillyLLY	0.3%	$1m	1,030	+23%
Vanguard Index FDSVTV	0.3%	$1m	5,459	+33%
Ishares TRIGOV	0.2%	$1m	25,894	+42%
CaterpillarCAT	0.2%	$1m	996	Held
State STR Spdr S&P Midcap 40MDY	0.2%	$1m	1,471	Held
Tema ETF TrustVOLT	0.2%	$1m	24,512	Held
State STR Spdr S&P 500 ETF TSPY	0.2%	$1m	1,344	Held
Cisco SystemsCSCO	0.2%	$998,058	8,497	Held
UnitedHealth GroupUNH	0.2%	$997,512	2,400	New
Bank of New York MellonBNY	0.2%	$986,096	6,819	+30%
Berkshire HathawayBRK-B	0.2%	$981,265	1,961	Held
ExxonMobil HoldingsXOM	0.2%	$932,704	6,822	+9%
Vanguard Intl Equity Index FVWO	0.2%	$878,100	14,711	+40%
Meta PlatformsMETA	0.2%	$789,733	1,402	-38%
Vanguard Index FDSVOO	0.2%	$788,458	1,148	+12%
Ishares TRSTIP	0.2%	$786,428	7,698	+47%
RTXRTX	0.2%	$776,945	4,095	Held
CumminsCMI	0.2%	$767,414	1,076	Held
DeereDE	0.2%	$760,562	1,199	Held
Proshares TRSH	0.2%	$720,728	21,827	-91%
Coca-ColaKO	0.2%	$707,131	8,701	New
Quest DiagnosticsDGX	0.1%	$683,115	3,223	Held
Colgate-PalmoliveCL	0.1%	$674,215	7,354	Held
Goldman Sachs GroupGS	0.1%	$667,505	660	Held
Ishares TRIVV	0.1%	$666,513	890	+17%
Vaneck ETF TrustREMX	0.1%	$644,192	7,279	Held
Pacer FDS TRCOWZ	0.1%	$642,837	10,335	+52%
HalliburtonHAL	0.1%	$633,270	18,653	Held
ChevronCVX	0.1%	$624,750	3,769	Held
TJX CompaniesTJX	0.1%	$591,305	3,903	New
Idexx LaboratoriesIDXX	0.1%	$563,818	1,071	Held
Charles SchwabSCHW	0.1%	$560,725	6,077	Held
Martin Marietta MaterialsMLM	0.1%	$560,553	972	Held
McDonald'sMCD	0.1%	$559,542	2,070	+3%
Walt DisneyDIS	0.1%	$540,348	5,614	Held
Ishares TRIWB	0.1%	$483,764	1,181	Held
Ishares TRIJR	0.1%	$465,694	3,140	+40%
Vanguard Index FDSVBR	<0.1%	$460,953	1,897	+51%
Ishares TRIWP	<0.1%	$430,739	2,942	+43%
WelltowerWELL	<0.1%	$413,086	1,820	Held
NetflixNFLX	<0.1%	$404,910	5,671	-51%
Select Sector Spdr TRXLF	<0.1%	$376,504	7,023	New
Ishares TRTLT	<0.1%	$347,495	4,021	-16%
Invesco Exch Traded FD TR IICGW	<0.1%	$342,628	5,213	Held
Ishares TRIWO	<0.1%	$327,381	831	New
Ishares TRIEFA	<0.1%	$322,525	3,339	Held
Vertiv HoldingsVRT	<0.1%	$310,379	927	Held
J P Morgan Exchange Traded FJMST	<0.1%	$304,980	5,980	Held
Select Sector Spdr TRXLY	<0.1%	$288,627	2,461	New
Ishares TRIEUR	<0.1%	$265,738	3,535	Held
GE VernovaGEV	<0.1%	$202,076	172	New
Select Sector Spdr TRXLC	<0.1%	$201,941	1,885	New

Options (1)

NvidiaNVDA
Type
Put
Value
$2m
Contracts
9,600

Company	Type	Value	Contracts
NvidiaNVDA	Put	$2m	9,600

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 21.9% since 30 June 2025.

Where the money is

Technology14.2%

Media & telecom11.5%

Financial services10.6%

Retail & consumer7.8%

Materials3.2%

Utilities1.8%

Industrials1.6%

Health care1.0%

Everyday goods0.8%

Energy0.5%

Real estate0.1%

Other46.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.