Filed: 5/15/2026ACC: 0001569833-26-000005
📋 What this filing means
ROTHSCHILD CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $407.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$407.66M
Total AUM (reported)
2.84M
Total Shares
Allocation by class
COM$167.64M41.1%
CAP STK CL A$30.98M7.6%
GOLD SHS$29.93M7.3%
STATE STREET HEA$25.07M6.1%
SEMICONDUCTR ETF$20.14M4.9%
STATE STREET CON$13.92M3.4%
STATE STREET IND$11.24M2.8%
Portfolio Concentration
Top 3$97.04M23.8%
4–10$148.27M36.4%
11–25$113.64M27.9%
Rest$48.72M12.0%
Top 3 weight
23.8%
Top 10 weight
60.2%
Voting Authority Distribution
Total shares with voting rights: 2.84M
Sole
Full voting authority
2.84M
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)
Sole88
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings88
Rows:
APPLE INC
SOLEShares140.83K
TypeSH
Market value$35.74M
8.77%
Sole
140.83K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares107.72K
TypeSH
Market value$30.98M
7.60%
Sole
107.72K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares103.09K
TypeSH
Market value$30.33M
7.44%
Sole
103.09K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares69.57K
TypeSH
Market value$29.93M
7.34%
Sole
69.57K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares129.72K
TypeSH
Market value$27.02M
6.63%
Sole
129.72K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares171K
TypeSH
Market value$25.07M
6.15%
Sole
171K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares52.53K
TypeSH
Market value$20.14M
4.94%
Sole
52.53K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares50.19K
TypeSH
Market value$18.58M
4.56%
Sole
50.19K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares169.75K
TypeSH
Market value$13.92M
3.41%
Sole
169.75K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares51.15K
TypeSH
Market value$13.61M
3.34%
Sole
51.15K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares69.49K
TypeSH
Market value$11.24M
2.76%
Sole
69.49K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares56.80K
TypeSH
Market value$10.90M
2.67%
Sole
56.80K
Shared
0.00
None
0.00
VISA INC
SOLEShares34.72K
TypeSH
Market value$10.49M
2.57%
Sole
34.72K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares35.90K
TypeSH
Market value$10.30M
2.53%
Sole
35.90K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares73.08K
TypeSH
Market value$9.71M
2.38%
Sole
73.08K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares248.97K
TypeSH
Market value$9.44M
2.32%
Sole
248.97K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares193.51K
TypeSH
Market value$8.88M
2.18%
Sole
193.51K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares233.12K
TypeSH
Market value$8.82M
2.16%
Sole
233.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.94K
TypeSH
Market value$7.19M
1.76%
Sole
51.94K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares94.36K
TypeSH
Market value$6.95M
1.70%
Sole
94.36K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares30.20K
TypeSH
Market value$5.27M
1.29%
Sole
30.20K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares96.86K
TypeSH
Market value$3.95M
0.97%
Sole
96.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares56.04K
TypeSH
Market value$3.78M
0.93%
Sole
56.04K
Shared
0.00
None
0.00
DONALDSON INC
SOLEShares41.14K
TypeSH
Market value$3.49M
0.86%
Sole
41.14K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares52.47K
TypeSH
Market value$3.21M
0.79%
Sole
52.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 140.83K | SH | $35.74M 8.77% | 140.83K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 107.72K | SH | $30.98M 7.60% | 107.72K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 103.09K | SH | $30.33M 7.44% | 103.09K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 69.57K | SH | $29.93M 7.34% | 69.57K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 129.72K | SH | $27.02M 6.63% | 129.72K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 171K | SH | $25.07M 6.15% | 171K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 52.53K | SH | $20.14M 4.94% | 52.53K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 50.19K | SH | $18.58M 4.56% | 50.19K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 169.75K | SH | $13.92M 3.41% | 169.75K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 51.15K | SH | $13.61M 3.34% | 51.15K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 69.49K | SH | $11.24M 2.76% | 69.49K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 56.80K | SH | $10.90M 2.67% | 56.80K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 34.72K | SH | $10.49M 2.57% | 34.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 35.90K | SH | $10.30M 2.53% | 35.90K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 73.08K | SH | $9.71M 2.38% | 73.08K | 0.00 | 0.00 |
PROSHARES TRSOLE | SHORT S&P 500 NE | 248.97K | SH | $9.44M 2.32% | 248.97K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 193.51K | SH | $8.88M 2.18% | 193.51K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 233.12K | SH | $8.82M 2.16% | 233.12K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 51.94K | SH | $7.19M 1.76% | 51.94K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 94.36K | SH | $6.95M 1.70% | 94.36K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 30.20K | SH | $5.27M 1.29% | 30.20K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 96.86K | SH | $3.95M 0.97% | 96.86K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 56.04K | SH | $3.78M 0.93% | 56.04K | 0.00 | 0.00 |
DONALDSON INCSOLE | COM | 41.14K | SH | $3.49M 0.86% | 41.14K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 52.47K | SH | $3.21M 0.79% | 52.47K | 0.00 | 0.00 |
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