Filed: 5/15/2025ACC: 0001569833-25-000002
📋 What this filing means
ROTHSCHILD CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $382.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$382.08M
Total AUM (reported)
2.71M
Total Shares
Allocation by class
COM$168.35M44.1%
INDL$23.16M6.1%
GOLD SHS$22.32M5.8%
TECHNOLOGY$19.09M5.0%
CAP STK CL A$19.09M5.0%
SBI CONS STPLS$17.77M4.7%
SBI HEALTHCARE$16.83M4.4%
Portfolio Concentration
Top 3$90.76M23.8%
4–10$139.85M36.6%
11–25$119.52M31.3%
Rest$31.95M8.4%
Top 3 weight
23.8%
Top 10 weight
60.4%
Voting Authority Distribution
Total shares with voting rights: 2.71M
Sole
Full voting authority
2.71M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings91
Rows:
APPLE INC
SOLEShares157.96K
TypeSH
Market value$35.09M
9.18%
Sole
157.96K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares114.47K
TypeSH
Market value$28.08M
7.35%
Sole
114.47K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares145.04K
TypeSH
Market value$27.59M
7.22%
Sole
145.04K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares176.71K
TypeSH
Market value$23.16M
6.06%
Sole
176.71K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares77.47K
TypeSH
Market value$22.32M
5.84%
Sole
77.47K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares57.50K
TypeSH
Market value$21.58M
5.65%
Sole
57.50K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares92.45K
TypeSH
Market value$19.09M
5.00%
Sole
92.45K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares123.44K
TypeSH
Market value$19.09M
5.00%
Sole
123.44K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares217.62K
TypeSH
Market value$17.77M
4.65%
Sole
217.62K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares115.25K
TypeSH
Market value$16.83M
4.40%
Sole
115.25K
Shared
0.00
None
0.00
VISA INC
SOLEShares41.77K
TypeSH
Market value$14.64M
3.83%
Sole
41.77K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares54.96K
TypeSH
Market value$13.93M
3.65%
Sole
54.96K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares62.75K
TypeSH
Market value$12.39M
3.24%
Sole
62.75K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares54.66K
TypeSH
Market value$11.56M
3.03%
Sole
54.66K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares244.36K
TypeSH
Market value$10.89M
2.85%
Sole
244.36K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares136.73K
TypeSH
Market value$10.78M
2.82%
Sole
136.73K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares16.77K
TypeSH
Market value$8.78M
2.30%
Sole
16.77K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares250.94K
TypeSH
Market value$8.57M
2.24%
Sole
250.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares41.98K
TypeSH
Market value$6.56M
1.72%
Sole
41.98K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares116.35K
TypeSH
Market value$4.87M
1.27%
Sole
116.35K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares4.44K
TypeSH
Market value$4.21M
1.10%
Sole
4.44K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares40.12K
TypeSH
Market value$3.75M
0.98%
Sole
40.12K
Shared
0.00
None
0.00
DONALDSON INC
SOLEShares54.35K
TypeSH
Market value$3.64M
0.95%
Sole
54.35K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares34.39K
TypeSH
Market value$2.53M
0.66%
Sole
34.39K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares22.40K
TypeSH
Market value$2.43M
0.64%
Sole
22.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 157.96K | SH | $35.09M 9.18% | 157.96K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 114.47K | SH | $28.08M 7.35% | 114.47K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 145.04K | SH | $27.59M 7.22% | 145.04K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | INDL | 176.71K | SH | $23.16M 6.06% | 176.71K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 77.47K | SH | $22.32M 5.84% | 77.47K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 57.50K | SH | $21.58M 5.65% | 57.50K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 92.45K | SH | $19.09M 5.00% | 92.45K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 123.44K | SH | $19.09M 5.00% | 123.44K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 217.62K | SH | $17.77M 4.65% | 217.62K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 115.25K | SH | $16.83M 4.40% | 115.25K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 41.77K | SH | $14.64M 3.83% | 41.77K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 54.96K | SH | $13.93M 3.65% | 54.96K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 62.75K | SH | $12.39M 3.24% | 62.75K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 54.66K | SH | $11.56M 3.03% | 54.66K | 0.00 | 0.00 |
PROSHARES TRSOLE | SHORT S&P 500 NE | 244.36K | SH | $10.89M 2.85% | 244.36K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 136.73K | SH | $10.78M 2.82% | 136.73K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 16.77K | SH | $8.78M 2.30% | 16.77K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 250.94K | SH | $8.57M 2.24% | 250.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 41.98K | SH | $6.56M 1.72% | 41.98K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | RL EST SEL SEC | 116.35K | SH | $4.87M 1.27% | 116.35K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 4.44K | SH | $4.21M 1.10% | 4.44K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ENERGY | 40.12K | SH | $3.75M 0.98% | 40.12K | 0.00 | 0.00 |
DONALDSON INCSOLE | COM | 54.35K | SH | $3.64M 0.95% | 54.35K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 34.39K | SH | $2.53M 0.66% | 34.39K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 22.40K | SH | $2.43M 0.64% | 22.40K | 0.00 | 0.00 |
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