Rothschild Capital Partners, LLC Portfolio Holdings

Rothschild Capital Partners, LLC

  • $362 Million
  • Q2 2025

Rothschild Capital Partners, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $362 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $33.2M, Amazon Com Inc with a value of $31.9M, Apple Inc. with a value of $31.4M, Microsoft Corp with a value of $28.6M, and Industrial Sector Spdr with a value of $25.4M.

Examining the 13F form we can see an decrease of $3.21M in the current position value, from $365M to 362M.

Rothschild Capital Partners, LLC is based out at New York, NY

Below you can find more details about Rothschild Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $362 Million
ETFs: $142 Million
Technology: $67.4 Million
Financial Services: $51.7 Million
Consumer Cyclical: $33.4 Million
Communication Services: $33 Million
Basic Materials: $14.8 Million
Energy: $8.25 Million
Industrials: $5.35 Million
Other: $6.49 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78.8B
$14.8 Million 4.09% of portfolio
54,960
Q1 2025 Added 0.16%
$68.2B
$7.78 Million 2.15% of portfolio
250,936
Q1 2025 Added 7.95%
$127B
$1.42 Million 0.39% of portfolio
5,150
Q1 2025 Reduced 14.55%
$147B
$544,000 0.15% of portfolio
5,066
Q1 2025 Added 22.78%
$15.6B
$512,000 0.14% of portfolio
3,742
Q1 2025 Added 16.14%
$142B
$458,000 0.13% of portfolio
1,160
Q1 2025 Added 41.46%
$182B
$425,000 0.12% of portfolio
4,560
Q4 2024 New
$76.4B
$388,000 0.11% of portfolio
2,524
Q4 2024 Added 39.14%
$179B
$352,000 0.1% of portfolio
3,860
Q1 2025 Reduced 2.33%
$153B
$350,000 0.1% of portfolio
690
Q4 2024 New
$122B
$323,000 0.09% of portfolio
3,710
Q1 2025 Reduced 2.01%
$101B
$301,000 0.08% of portfolio
1,380
Q4 2024 New
$172B
$267,000 0.07% of portfolio
260
Q2 2025 Reduced 27.78%
$155B
$248,000 0.07% of portfolio
2,010
Q4 2024 New
$87.3B
$249,000 0.07% of portfolio
1,640
Q1 2025 New
$182B
$258,000 0.07% of portfolio
490
Q4 2024 New
$182B
$223,000 0.06% of portfolio
5,160
Q4 2024 New
$75.9B
$222,000 0.06% of portfolio
60
Q1 2025 New
$38.3B
$213,000 0.06% of portfolio
1,270
Q2 2025 New
$99.2B
$203,000 0.06% of portfolio
740
Q2 2025 New
$102B
$223,000 0.06% of portfolio
1,220
Q2 2025 New
$177B
$221,000 0.06% of portfolio
1,140
Q1 2025 New
$79.5B
$192,000 0.05% of portfolio
1,540
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $362 Million
  • Prior Value $365 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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