Rothschild Capital Partners, LLC

13F filer · CIK 0001569833

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$467MU.S. long equity reported on 13F

Positions495 new · 9 closed

Net flow last quarter+$454KBuys minus sells

Top 10 positions weight56.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202649 positions
AAPLApple Inc.	$40.9M	8.76%	0.00%	+0.4%	Q2 2013
GOOGLAlphabet Inc.	$39.1M	8.37%	0.00%	+1.5%	Q4 2017
SMHMarket Vectors ETF Trust	$34.5M	7.38%	Not reported	Not reported	Q2 2020
JPMJPMorgan Chase & Co	$34M	7.29%	0.00%	+0.8%	Q1 2016
AMZNAmazon Com Inc	$30.4M	6.52%	0.00%	-1.7%	Q2 2013
GLDSPDR Gold Trust	$25.9M	5.54%	0.02%	+0.9%	Q1 2014
MSFTMicrosoft Corp	$18.3M	3.91%	0.00%	-2.5%	Q2 2013
ECLEcolab Inc.	$14.3M	3.05%	0.02%	Not reported	Q2 2013
GOOGAlphabet Inc.	$12.7M	2.73%	Not reported	+0.5%	Q4 2017
VVisa Inc.	$11.9M	2.55%	0.00%	+0.1%	Q1 2016
EPDEnterprise Products Partners L.P.	$8.59M	1.84%	0.01%	+0.2%	Q2 2013
NVDANvidia Corp	$4.23M	0.91%	0.00%	+2.7%	Q4 2024
DCIDONALDSON Co INC	$3.69M	0.79%	0.04%	Not reported	Q2 2013
TSLATesla, Inc.	$3.36M	0.72%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$2.39M	0.51%	0.00%	+0.1%	Q4 2024
AVGOBroadcom Inc.	$1.42M	0.30%	0.00%	+2.9%	Q4 2024
JNJJohnson & Johnson	$1.34M	0.29%	0.00%	+2.1%	Q1 2014
ROSTRoss Stores, Inc.	$1.33M	0.29%	0.00%	+0.1%	Q1 2026
LLYELI LILLY & Co	$1.24M	0.26%	0.00%	+23.1%	Q4 2024
CATCaterpillar Inc	$1.06M	0.23%	0.00%	+0.2%	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.03M	0.22%	Not reported	+0.2%	Q2 2024
VOLTVolt Solar Systems, Inc.	$1.03M	0.22%	Not reported	Not reported	Q1 2026
SPYSPDR S&P 500 ETF Trust	$1M	0.22%	Not reported	+0.2%	Q4 2014
CSCOCisco Systems, Inc.	$998K	0.21%	0.00%	+0.2%	Q4 2024
UNHUnitedhealth Group Inc	$998K	0.21%	0.00%	Not reported	Q4 2017
BNYBank of New York Mellon Corp	$986K	0.21%	0.00%	+30.4%	Q1 2026
BRK.BBerkshire Hathaway Inc	$981K	0.21%	Not reported	+0.3%	Q4 2024
XOMExxonMobil Holdings Corp	$933K	0.20%	0.00%	+8.9%	Q2 2013
METAMeta Platforms, Inc.	$790K	0.17%	Not reported	-37.6%	Q2 2013
RTXRTX Corp	$777K	0.17%	0.00%	+0.2%	Q4 2024
CMICummins Inc	$767K	0.16%	0.00%	Not reported	Q1 2026
DEDeere & Co	$761K	0.16%	0.00%	+0.1%	Q4 2024
KOCoca Cola Co	$707K	0.15%	0.00%	Not reported	Q4 2024
DGXQuest Diagnostics Inc	$683K	0.15%	0.00%	0.0%	Q2 2013
CLColgate Palmolive Co	$674K	0.14%	0.00%	0.0%	Q1 2026
GSGoldman Sachs Group Inc	$668K	0.14%	0.00%	+0.2%	Q4 2017
REMXRemedytemp Inc	$644K	0.14%	Not reported	Not reported	Q1 2026
HALHalliburton Co	$633K	0.14%	0.00%	Not reported	Q1 2026
CVXChevron Corp	$625K	0.13%	0.00%	0.0%	Q2 2013
TJXTJX Companies Inc	$591K	0.13%	0.00%	Not reported	Q1 2016
IDXXIdexx Laboratories Inc	$564K	0.12%	0.00%	Not reported	Q1 2026
SCHWSchwab Charles Corp	$561K	0.12%	0.00%	+0.1%	Q4 2024
MLMMartin Marietta Materials Inc	$561K	0.12%	0.00%	Not reported	Q1 2026
MCDMcdonalds Corp	$560K	0.12%	0.00%	+2.7%	Q1 2025
DISWalt Disney Co	$540K	0.12%	0.00%	+0.1%	Q4 2024
WELLWelltower Inc.	$413K	0.09%	0.00%	+0.3%	Q3 2024
NFLXNetflix Inc	$405K	0.09%	0.00%	-50.8%	Q4 2024
VRTVertiv Holdings Co	$310K	0.07%	0.00%	Not reported	Q1 2026
GEVGE Vernova Inc.	$202K	0.04%	0.00%	New	Q2 2026
Q1 2026Reported May 15, 202653 positions
AAPLApple Inc.	$35.7M	8.77%	0.00%	-3.6%	Q2 2013
GOOGLAlphabet Inc.	$31M	7.60%	0.00%	-2.9%	Q4 2017
JPMJPMorgan Chase & Co	$30.3M	7.44%	0.00%	+0.9%	Q1 2016
GLDSPDR Gold Trust	$29.9M	7.34%	0.02%	+0.1%	Q1 2014
AMZNAmazon Com Inc	$27M	6.63%	0.00%	-0.7%	Q2 2013
SMHMarket Vectors ETF Trust	$20.1M	4.94%	Not reported	+9.8%	Q2 2020
MSFTMicrosoft Corp	$18.6M	4.56%	0.00%	-3.3%	Q2 2013
ECLEcolab Inc.	$13.6M	3.34%	0.02%	+5.5%	Q2 2013
VVisa Inc.	$10.5M	2.57%	0.00%	-6.8%	Q1 2016
GOOGAlphabet Inc.	$10.3M	2.53%	Not reported	Not reported	Q4 2017
EPDEnterprise Products Partners L.P.	$8.82M	2.16%	0.01%	+7.7%	Q2 2013
NVDANvidia Corp	$3.59M	0.88%	0.00%	-22.9%	Q4 2024
DCIDONALDSON Co INC	$3.49M	0.86%	0.04%	Not reported	Q2 2013
WMTWalmart Inc.	$2.62M	0.64%	0.00%	+33.1%	Q4 2024
ROSTRoss Stores, Inc.	$1.35M	0.33%	0.00%	New	Q1 2026
METAMeta Platforms, Inc.	$1.28M	0.32%	Not reported	Not reported	Q2 2013
JNJJohnson & Johnson	$1.26M	0.31%	0.00%	+127.9%	Q1 2014
AVGOBroadcom Inc.	$1.13M	0.28%	0.00%	-33.9%	Q4 2024
NFLXNetflix Inc	$1.11M	0.27%	0.00%	-17.9%	Q4 2024
XOMExxonMobil Holdings Corp	$1.06M	0.26%	0.00%	+13.2%	Q2 2013
BRK.BBerkshire Hathaway Inc	$937K	0.23%	Not reported	-40.9%	Q4 2024
NOWServiceNow, Inc.	$926K	0.23%	0.00%	Not reported	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$905K	0.22%	Not reported	+0.8%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$872K	0.21%	Not reported	+0.2%	Q4 2014
VOLTVolt Solar Systems, Inc.	$839K	0.21%	Not reported	New	Q1 2026
RTXRTX Corp	$789K	0.19%	0.00%	+104.5%	Q4 2024
CVXChevron Corp	$780K	0.19%	0.00%	Not reported	Q2 2013
LLYELI LILLY & Co	$770K	0.19%	0.00%	-44.7%	Q4 2024
AKAMAkamai Technologies Inc	$747K	0.18%	0.00%	New	Q1 2026
TMOThermo Fisher Scientific Inc.	$728K	0.18%	0.00%	+290.0%	Q2 2013
HALHalliburton Co	$727K	0.18%	0.00%	New	Q1 2026
CATCaterpillar Inc	$704K	0.17%	0.00%	+54.8%	Q4 2024
UBERUber Technologies, Inc	$692K	0.17%	0.00%	+47.1%	Q4 2024
DEDeere & Co	$675K	0.17%	0.00%	+73.6%	Q4 2024
MCKMckesson Corp	$665K	0.16%	0.00%	+195.4%	Q3 2025
CSCOCisco Systems, Inc.	$658K	0.16%	0.00%	Not reported	Q4 2024
REMXRemedytemp Inc	$641K	0.16%	Not reported	New	Q1 2026
STESTERIS plc	$636K	0.16%	0.00%	New	Q1 2026
DGXQuest Diagnostics Inc	$631K	0.15%	0.00%	-13.9%	Q2 2013
MCDMcdonalds Corp	$627K	0.15%	0.00%	+119.1%	Q1 2025
CLColgate Palmolive Co	$627K	0.15%	0.00%	New	Q1 2026
BNYBank of New York Mellon Corp	$620K	0.15%	0.00%	New	Q1 2026
IDXXIdexx Laboratories Inc	$602K	0.15%	0.00%	New	Q1 2026
CMICummins Inc	$579K	0.14%	0.00%	New	Q1 2026
LYVLive Nation Entertainment, Inc.	$574K	0.14%	0.00%	New	Q1 2026
MLMMartin Marietta Materials Inc	$572K	0.14%	0.00%	New	Q1 2026
SCHWSchwab Charles Corp	$570K	0.14%	0.00%	+57.3%	Q4 2024
GSGoldman Sachs Group Inc	$558K	0.14%	0.00%	-20.6%	Q4 2017
DISWalt Disney Co	$541K	0.13%	0.00%	+166.5%	Q4 2024
HCAHCA Healthcare, Inc.	$533K	0.13%	0.00%	+125.2%	Q2 2013

Q4 2025Reported Feb 17, 202655 positions
AAPLApple Inc.	$39.7M	9.33%	0.00%	-4.3%	Q2 2013
GOOGLAlphabet Inc.	$34.7M	8.16%	0.00%	-10.1%	Q4 2017
JPMJPMorgan Chase & Co	$32.9M	7.74%	0.00%	-11.1%	Q1 2016
AMZNAmazon Com Inc	$30.2M	7.09%	0.00%	-10.4%	Q2 2013
GLDSPDR Gold Trust	$27.5M	6.47%	0.02%	-10.6%	Q1 2014
MSFTMicrosoft Corp	$25.1M	5.90%	0.00%	-9.9%	Q2 2013
SMHMarket Vectors ETF Trust	$17.2M	4.05%	Not reported	-12.4%	Q2 2020
VVisa Inc.	$13.1M	3.07%	0.00%	-10.7%	Q1 2016
ECLEcolab Inc.	$12.7M	2.99%	0.02%	-11.7%	Q2 2013
GOOGAlphabet Inc.	$11.3M	2.65%	Not reported	-14.2%	Q4 2017
EPDEnterprise Products Partners L.P.	$6.94M	1.63%	0.01%	-13.6%	Q2 2013
NVDANvidia Corp	$4.98M	1.17%	0.00%	Not reported	Q4 2024
DCIDONALDSON Co INC	$3.65M	0.86%	0.04%	-24.3%	Q2 2013
AVGOBroadcom Inc.	$1.92M	0.45%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$1.76M	0.41%	0.00%	+137.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.66M	0.39%	Not reported	Not reported	Q4 2024
LLYELI LILLY & Co	$1.63M	0.38%	0.00%	+24.7%	Q4 2024
METAMeta Platforms, Inc.	$1.48M	0.35%	Not reported	-30.7%	Q2 2013
NFLXNetflix Inc	$1.32M	0.31%	0.00%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$912K	0.21%	Not reported	+0.1%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$879K	0.21%	Not reported	+0.3%	Q2 2024
GSGoldman Sachs Group Inc	$730K	0.17%	0.00%	+31.8%	Q4 2017
XOMExxonMobil Holdings Corp	$666K	0.16%	0.00%	+28.6%	Q2 2013
DGXQuest Diagnostics Inc	$649K	0.15%	0.00%	Not reported	Q2 2013
ABBVAbbVie Inc.	$592K	0.14%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$548K	0.13%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$548K	0.13%	0.00%	Not reported	Q4 2024
UBERUber Technologies, Inc	$535K	0.13%	0.00%	Not reported	Q4 2024
BSXBoston Scientific Corp	$483K	0.11%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$469K	0.11%	0.00%	Not reported	Q1 2014
WELLWelltower Inc.	$468K	0.11%	0.00%	Not reported	Q3 2024
SCHWSchwab Charles Corp	$386K	0.09%	0.00%	Not reported	Q4 2024
BLKBlackRock, Inc.	$375K	0.09%	0.00%	Not reported	Q1 2024
CATCaterpillar Inc	$368K	0.09%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$367K	0.09%	0.00%	Not reported	Q4 2024
MDTMedtronic plc	$356K	0.08%	0.00%	Not reported	Q1 2024
DEDeere & Co	$321K	0.08%	0.00%	Not reported	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$318K	0.07%	0.00%	Not reported	Q3 2025
IBMInternational Business Machines Corp	$317K	0.07%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$281K	0.07%	0.00%	Not reported	Q1 2025
ABTAbbott Laboratories	$269K	0.06%	0.00%	Not reported	Q2 2025
MMM3m Co	$263K	0.06%	0.00%	Not reported	Q1 2025
PLTRPalantir Technologies Inc.	$257K	0.06%	0.00%	-47.8%	Q3 2025
PANWPalo Alto Networks Inc	$252K	0.06%	0.00%	Not reported	Q3 2025
CMECme Group Inc.	$249K	0.06%	0.00%	Not reported	Q2 2025
DISWalt Disney Co	$239K	0.06%	0.00%	-46.2%	Q4 2024
HCAHCA Healthcare, Inc.	$233K	0.05%	0.00%	Not reported	Q2 2013
TJXTJX Companies Inc	$230K	0.05%	0.00%	Not reported	Q1 2016
TMOThermo Fisher Scientific Inc.	$220K	0.05%	0.00%	Not reported	Q2 2013
ORLYO Reilly Automotive Inc	$219K	0.05%	0.00%	Not reported	Q1 2025

Q3 2025Reported Nov 6, 202564 positions
AAPLApple Inc.	$38.9M	9.19%	0.00%	-0.1%	Q2 2013
JPMJPMorgan Chase & Co	$36.2M	8.56%	0.00%	+0.4%	Q1 2016
AMZNAmazon Com Inc	$32M	7.56%	0.00%	+0.4%	Q2 2013
GOOGLAlphabet Inc.	$30M	7.08%	0.00%	-0.1%	Q4 2017
MSFTMicrosoft Corp	$29.8M	7.04%	0.00%	0.0%	Q2 2013
GLDSPDR Gold Trust	$27.6M	6.53%	0.02%	+0.1%	Q1 2014
SMHMarket Vectors ETF Trust	$17.8M	4.21%	Not reported	-0.1%	Q2 2020
ECLEcolab Inc.	$15M	3.55%	0.02%	-0.1%	Q2 2013
VVisa Inc.	$14.2M	3.36%	0.00%	-0.1%	Q1 2016
GOOGAlphabet Inc.	$10.2M	2.41%	Not reported	-0.3%	Q4 2017
EPDEnterprise Products Partners L.P.	$7.84M	1.85%	0.01%	-0.1%	Q2 2013
NVDANvidia Corp	$4.99M	1.18%	0.00%	+19.3%	Q4 2024
DCIDONALDSON Co INC	$4.45M	1.05%	0.05%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$2.38M	0.56%	Not reported	+26.1%	Q2 2013
AVGOBroadcom Inc.	$1.83M	0.43%	0.00%	+7.5%	Q4 2024
NFLXNetflix Inc	$1.68M	0.40%	0.00%	+52.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.66M	0.39%	Not reported	Not reported	Q4 2024
LLYELI LILLY & Co	$926K	0.22%	0.00%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$891K	0.21%	Not reported	-0.3%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$866K	0.20%	Not reported	+0.3%	Q2 2024
DGXQuest Diagnostics Inc	$713K	0.17%	0.00%	Not reported	Q2 2013
WMTWalmart Inc.	$687K	0.16%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$648K	0.15%	0.00%	+27.3%	Q4 2024
UBERUber Technologies, Inc	$641K	0.15%	0.00%	+43.6%	Q4 2024
ABBVAbbVie Inc.	$600K	0.14%	0.00%	Not reported	Q4 2024
ORCLOracle Corp	$560K	0.13%	0.00%	+22.8%	Q1 2016
MAMastercard Inc	$546K	0.13%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$535K	0.13%	0.00%	Not reported	Q4 2024
PLTRPalantir Technologies Inc.	$504K	0.12%	0.00%	New	Q3 2025
GSGoldman Sachs Group Inc	$502K	0.12%	0.00%	+80.0%	Q4 2017
BSXBoston Scientific Corp	$495K	0.12%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$485K	0.11%	0.00%	Not reported	Q2 2013
HDHome Depot, Inc.	$482K	0.11%	0.00%	+54.6%	Q2 2013
WELLWelltower Inc.	$450K	0.11%	0.00%	Not reported	Q3 2024
DISWalt Disney Co	$448K	0.11%	0.00%	+135.5%	Q4 2024
SYKStryker Corp	$429K	0.10%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$420K	0.10%	0.00%	Not reported	Q1 2014
SCHWSchwab Charles Corp	$369K	0.09%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$359K	0.08%	0.00%	Not reported	Q4 2024
MDTMedtronic plc	$353K	0.08%	0.00%	Not reported	Q1 2024
PGPROCTER & GAMBLE Co	$337K	0.08%	0.00%	-28.4%	Q2 2013
RTXRTX Corp	$335K	0.08%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$334K	0.08%	0.00%	Not reported	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$332K	0.08%	0.00%	New	Q3 2025
DEDeere & Co	$316K	0.07%	0.00%	Not reported	Q4 2024
IBMInternational Business Machines Corp	$302K	0.07%	0.00%	Not reported	Q4 2024
ABTAbbott Laboratories	$288K	0.07%	0.00%	Not reported	Q2 2025
MCDMcdonalds Corp	$280K	0.07%	0.00%	Not reported	Q1 2025
PANWPalo Alto Networks Inc	$279K	0.07%	0.00%	New	Q3 2025
BKNGBooking Holdings Inc.	$270K	0.06%	0.00%	Not reported	Q4 2024

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