Filed: 7/30/2025ACC: 0001569833-25-000003
📋 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 $381.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$381.01M
Total AUM (reported)
2.77M
Total Shares
Allocation by class
COM$171.58M45.0%
INDL$25.41M6.7%
GOLD SHS$23.68M6.2%
CAP STK CL A$21.75M5.7%
SBI CONS STPLS$18.10M4.8%
SHORT S&P 500 NE$17.37M4.6%
SBI HEALTHCARE$15.54M4.1%
Portfolio Concentration
Top 3$96.40M25.3%
4–10$150.48M39.5%
11–25$105.93M27.8%
Rest$28.21M7.4%
Top 3 weight
25.3%
Top 10 weight
64.8%
Voting Authority Distribution
Total shares with voting rights: 2.77M
Sole
Full voting authority
2.77M
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:
JPMORGAN CHASE & CO.
SOLEShares114.47K
TypeSH
Market value$33.19M
8.71%
Sole
114.47K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares145.18K
TypeSH
Market value$31.85M
8.36%
Sole
145.18K
Shared
0.00
None
0.00
APPLE INC
SOLEShares152.86K
TypeSH
Market value$31.36M
8.23%
Sole
152.86K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares57.55K
TypeSH
Market value$28.63M
7.51%
Sole
57.55K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares172.27K
TypeSH
Market value$25.41M
6.67%
Sole
172.27K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares77.67K
TypeSH
Market value$23.68M
6.21%
Sole
77.67K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares123.44K
TypeSH
Market value$21.75M
5.71%
Sole
123.44K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares223.52K
TypeSH
Market value$18.10M
4.75%
Sole
223.52K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares437.74K
TypeSH
Market value$17.37M
4.56%
Sole
437.74K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares115.27K
TypeSH
Market value$15.54M
4.08%
Sole
115.27K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares54.66K
TypeSH
Market value$15.24M
4.00%
Sole
54.66K
Shared
0.00
None
0.00
VISA INC
SOLEShares41.77K
TypeSH
Market value$14.83M
3.89%
Sole
41.77K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares54.96K
TypeSH
Market value$14.81M
3.89%
Sole
54.96K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares143.92K
TypeSH
Market value$11.75M
3.08%
Sole
143.92K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares36.95K
TypeSH
Market value$9.36M
2.46%
Sole
36.95K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares250.94K
TypeSH
Market value$7.78M
2.04%
Sole
250.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares41.98K
TypeSH
Market value$7.45M
1.95%
Sole
41.98K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares115.25K
TypeSH
Market value$4.77M
1.25%
Sole
115.25K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares55.69K
TypeSH
Market value$4.10M
1.08%
Sole
55.69K
Shared
0.00
None
0.00
DONALDSON INC
SOLEShares54.35K
TypeSH
Market value$3.77M
0.99%
Sole
54.35K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares22.40K
TypeSH
Market value$3.54M
0.93%
Sole
22.40K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares40.17K
TypeSH
Market value$3.41M
0.89%
Sole
40.17K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.57K
TypeSH
Market value$1.90M
0.50%
Sole
2.57K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares28.39K
TypeSH
Market value$1.62M
0.42%
Sole
28.39K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.31K
TypeSH
Market value$1.61M
0.42%
Sole
3.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO.SOLE | COM | 114.47K | SH | $33.19M 8.71% | 114.47K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 145.18K | SH | $31.85M 8.36% | 145.18K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 152.86K | SH | $31.36M 8.23% | 152.86K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 57.55K | SH | $28.63M 7.51% | 57.55K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | INDL | 172.27K | SH | $25.41M 6.67% | 172.27K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 77.67K | SH | $23.68M 6.21% | 77.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 123.44K | SH | $21.75M 5.71% | 123.44K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 223.52K | SH | $18.10M 4.75% | 223.52K | 0.00 | 0.00 |
PROSHARES TRSOLE | SHORT S&P 500 NE | 437.74K | SH | $17.37M 4.56% | 437.74K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 115.27K | SH | $15.54M 4.08% | 115.27K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 54.66K | SH | $15.24M 4.00% | 54.66K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 41.77K | SH | $14.83M 3.89% | 41.77K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 54.96K | SH | $14.81M 3.89% | 54.96K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 143.92K | SH | $11.75M 3.08% | 143.92K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 36.95K | SH | $9.36M 2.46% | 36.95K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 250.94K | SH | $7.78M 2.04% | 250.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 41.98K | SH | $7.45M 1.95% | 41.98K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | RL EST SEL SEC | 115.25K | SH | $4.77M 1.25% | 115.25K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 55.69K | SH | $4.10M 1.08% | 55.69K | 0.00 | 0.00 |
DONALDSON INCSOLE | COM | 54.35K | SH | $3.77M 0.99% | 54.35K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 22.40K | SH | $3.54M 0.93% | 22.40K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ENERGY | 40.17K | SH | $3.41M 0.89% | 40.17K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.57K | SH | $1.90M 0.50% | 2.57K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 28.39K | SH | $1.62M 0.42% | 28.39K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.31K | SH | $1.61M 0.42% | 3.31K | 0.00 | 0.00 |
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