Sponsored

The Analysis of Rothschild Capital Partners, LLC's Holdings & P&L

Currently, Rothschild Capital Partners, LLC holds 88 types of securities in its portfolio with a total value $405.8M. In the most recent quarter, they have increased their positions in N/A (+249.0K shares, valued at $9.4M), N/A (+18.9K shares, valued at $3.6M), IJH (+49.2K shares, valued at $3.3M); decreased their positions in XLK (-68.9K shares, valued at $9.2M), XLI (-51.6K shares, valued at $8.3M), XLV (-27.1K shares, valued at $4.0M); initiated new positions in N/A (+249.0K shares, valued at $9.4M), IWM (+6.4K shares, valued at $1.6M), JCPB (+29.2K shares, valued at $1.4M).

1M P&L

+16.2M+4.65%

3M P&L

+24.0M+7.04%

HY P&L

+33.5M+10.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A178.3M

48.9%

2Consumer Electronics39.7M

10.9%

3Banks - Diversified32.9M

9.0%

Top Industries by Stock Count

1N/A33 stocks

44.0%

2Software - Infrastructure4 stocks

5.3%

3Drug Manufacturers - General3 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC140.8K shares-3.61%2026-03-312026-05-15

ALPHABET INC ALPHABET INC107.7K shares-2.91%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO103.1K shares0.90%2026-03-312026-05-15

GLD SPDR GOLD TR69.6K shares0.09%2026-03-312026-05-15

AMZN AMAZON COM INC129.7K shares-0.71%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR171.0K shares-13.69%2026-03-312026-05-15

SMH VANECK ETF TRUST52.5K shares9.80%2026-03-312026-05-15

MSFT MICROSOFT CORP50.2K shares-3.29%2026-03-312026-05-15

Sponsored

XLP SELECT SECTOR SPDR TR169.8K shares-12.09%2026-03-312026-05-15

ECL ECOLAB INC51.2K shares5.53%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR69.5K shares-42.62%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T56.8K shares49.78%2026-03-312026-05-15

V VISA INC34.7K shares-6.79%2026-03-312026-05-15

ALPHABET INC ALPHABET INC35.9K shares0.00%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR73.1K shares-48.53%2026-03-312026-05-15

PROSHARES TR PROSHARES TR249.0K sharesnew addition2026-03-312026-05-15

Sponsored

XLU SELECT SECTOR SPDR TR193.5K shares-19.69%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L233.1K shares7.71%2026-03-312026-05-15

ACWI ISHARES TR51.9K shares0.00%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS94.4K shares-10.73%2026-03-312026-05-15

XLRE SELECT SECTOR SPDR TR96.9K shares-5.96%2026-03-312026-05-15

IJH ISHARES TR56.0K shares725.52%2026-03-312026-05-15

NVDA NVIDIA CORPORATION20.6K shares-22.91%2026-03-312026-05-15

DCI DONALDSON INC41.1K shares0.00%2026-03-312026-05-15

Sponsored

XLE SELECT SECTOR SPDR TR52.5K shares-32.68%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS41.0K shares5.62%2026-03-312026-05-15

WMT WALMART INC21.1K shares33.13%2026-03-312026-05-15

IWM ISHARES TR6.4K sharesnew addition2026-03-312026-05-15

JCPB J P MORGAN EXCHANGE TRADED F29.2K sharesnew addition2026-03-312026-05-15

ROST ROSS STORES INC6.2K sharesnew addition2026-03-312026-05-15

META META PLATFORMS INC2.2K shares0.00%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS21.8K shares19.03%2026-03-312026-05-15

Sponsored

VCSH VANGUARD SCOTTSDALE FDS16.1K shares23.15%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON5.2K shares127.85%2026-03-312026-05-15

PAVE GLOBAL X FDS24.4K sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC3.7K shares-33.89%2026-03-312026-05-15

NFLX NETFLIX INC.11.5K shares-17.92%2026-03-312026-05-15

XOM EXXON MOBIL CORP6.3K shares13.15%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares-40.94%2026-03-312026-05-15

NOW SERVICENOW INC8.9K sharesnew addition2026-03-312026-05-15

Sponsored

MDY STATE STR SPDR S&P MIDCAP 401.5K shares0.75%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T1.3K shares0.22%2026-03-312026-05-15

VOLT TEMA ETF TRUST24.5K sharesnew addition2026-03-312026-05-15

VTV VANGUARD INDEX FDS4.1K shares11.82%2026-03-312026-05-15

RTX RTX CORPORATION4.1K shares104.45%2026-03-312026-05-15

CVX CHEVRON CORPORATION3.8K sharesnew addition2026-03-312026-05-15

LLY ELI LILLY & CO837 shares-44.72%2026-03-312026-05-15

IGV ISHARES TR9.4K sharesnew addition2026-03-312026-05-15

Sponsored

IGOV ISHARES TR18.3K shares17.68%2026-03-312026-05-15

AKAM AKAMAI TECHNOLOGIES INC6.5K sharesnew addition2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC1.5K shares290.00%2026-03-312026-05-15

HAL HALLIBURTON CO18.7K sharesnew addition2026-03-312026-05-15

CAT CATERPILLAR INC994 shares54.83%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC9.6K shares47.07%2026-03-312026-05-15

DE DEERE & CO1.2K shares73.62%2026-03-312026-05-15

MCK MCKESSON CORP768 shares195.38%2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC8.5K sharesnew addition2026-03-312026-05-15

REMX VANECK ETF TRUST7.3K sharesnew addition2026-03-312026-05-15

STERIS PLC STERIS PLC2.9K sharesnew addition2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC3.2K shares-13.90%2026-03-312026-05-15

MCD MCDONALDS CORP2.0K shares119.13%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO7.4K sharesnew addition2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP5.2K sharesnew addition2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares-1.81%2026-03-312026-05-15

Sponsored

IDXX IDEXX LABS INC1.1K sharesnew addition2026-03-312026-05-15

CMI CUMMINS INC1.1K sharesnew addition2026-03-312026-05-15

LYV LIVE NATION ENTERTAINMENT IN3.8K sharesnew addition2026-03-312026-05-15

MLM MARTIN MARIETTA MATLS INC972 sharesnew addition2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP6.1K shares57.25%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F10.5K shares15.55%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC659 shares-20.60%2026-03-312026-05-15

STIP ISHARES TR5.3K sharesnew addition2026-03-312026-05-15

Sponsored

DIS DISNEY WALT CO5.6K shares166.46%2026-03-312026-05-15

HCA HCA HEALTHCARE INC1.1K shares125.20%2026-03-312026-05-15

IVV ISHARES TR762 shares24.71%2026-03-312026-05-15

COWZ PACER FDS TR6.8K shares16.74%2026-03-312026-05-15

IWB ISHARES TR1.2K shares0.26%2026-03-312026-05-15

TLT ISHARES TR4.8K shares8.90%2026-03-312026-05-15

WELL WELLTOWER INC1.8K shares-28.13%2026-03-312026-05-15

CGW INVESCO EXCH TRADED FD TR II5.2K shares0.00%2026-03-312026-05-15

Sponsored

JMST J P MORGAN EXCHANGE TRADED F6.0K sharesnew addition2026-03-312026-05-15

IEFA ISHARES TR3.3K shares0.00%2026-03-312026-05-15

IJR ISHARES TR2.2K shares9.13%2026-03-312026-05-15

VBR VANGUARD INDEX FDS1.3K shares23.82%2026-03-312026-05-15

IWP ISHARES TR2.1K shares-9.19%2026-03-312026-05-15

IEUR ISHARES TR3.5K shares0.00%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO927 sharesnew addition2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC1.4K shares0.00%2026-03-312026-05-15

Sponsored

AAPL

APPLE INC

-3.61%

Shares140.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-2.91%

Shares107.7K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

0.90%

Shares103.1K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

0.09%

Shares69.6K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-0.71%

Shares129.7K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

-13.69%

Shares171.0K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

9.80%

Shares52.5K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-3.29%

Shares50.2K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

-12.09%

Shares169.8K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

5.53%

Shares51.2K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

-42.62%

Shares69.5K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

49.78%

Shares56.8K

Event2026-03-31

Filed2026-05-15

VISA INC

-6.79%

Shares34.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares35.9K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

-48.53%

Shares73.1K

Event2026-03-31

Filed2026-05-15

PROSHARES TR

New

Shares249.0K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

-19.69%

Shares193.5K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

7.71%

Shares233.1K

Event2026-03-31

Filed2026-05-15

ACWI

ISHARES TR

0.00%

Shares51.9K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

-10.73%

Shares94.4K

Event2026-03-31

Filed2026-05-15

XLRE

SELECT SECTOR SPDR TR

-5.96%

Shares96.9K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

725.52%

Shares56.0K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-22.91%

Shares20.6K

Event2026-03-31

Filed2026-05-15

DCI

DONALDSON INC

0.00%

Shares41.1K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

-32.68%

Shares52.5K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

5.62%

Shares41.0K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

33.13%

Shares21.1K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

New

Shares6.4K

Event2026-03-31

Filed2026-05-15

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares29.2K

Event2026-03-31

Filed2026-05-15

ROST

ROSS STORES INC

New

Shares6.2K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

19.03%

Shares21.8K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

23.15%

Shares16.1K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

127.85%

Shares5.2K

Event2026-03-31

Filed2026-05-15

PAVE

GLOBAL X FDS

New

Shares24.4K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-33.89%

Shares3.7K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

-17.92%

Shares11.5K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

13.15%

Shares6.3K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-40.94%

Shares2.0K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

New

Shares8.9K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

0.75%

Shares1.5K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

0.22%

Shares1.3K

Event2026-03-31

Filed2026-05-15

VOLT

TEMA ETF TRUST

New

Shares24.5K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

11.82%

Shares4.1K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

104.45%

Shares4.1K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

New

Shares3.8K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-44.72%

Shares837

Event2026-03-31

Filed2026-05-15

IGV

ISHARES TR

New

Shares9.4K

Event2026-03-31

Filed2026-05-15

IGOV

ISHARES TR

17.68%

Shares18.3K

Event2026-03-31

Filed2026-05-15

AKAM

AKAMAI TECHNOLOGIES INC

New

Shares6.5K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

290.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

HAL

HALLIBURTON CO

New

Shares18.7K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

54.83%

Shares994

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

47.07%

Shares9.6K

Event2026-03-31

Filed2026-05-15

DEERE & CO

73.62%

Shares1.2K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

195.38%

Shares768

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

New

Shares8.5K

Event2026-03-31

Filed2026-05-15

REMX

VANECK ETF TRUST

New

Shares7.3K

Event2026-03-31

Filed2026-05-15

STERIS PLC

New

Shares2.9K

Event2026-03-31

Filed2026-05-15

DGX

QUEST DIAGNOSTICS INC

-13.90%

Shares3.2K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

119.13%

Shares2.0K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

New

Shares7.4K

Event2026-03-31

Filed2026-05-15

BANK NEW YORK MELLON CORP

New

Shares5.2K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-1.81%

Shares1.0K

Event2026-03-31

Filed2026-05-15

IDXX

IDEXX LABS INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

LYV

LIVE NATION ENTERTAINMENT IN

New

Shares3.8K

Event2026-03-31

Filed2026-05-15

MLM

MARTIN MARIETTA MATLS INC

New

Shares972

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

57.25%

Shares6.1K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

15.55%

Shares10.5K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-20.60%

Shares659

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

New

Shares5.3K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

166.46%

Shares5.6K

Event2026-03-31

Filed2026-05-15

HCA

HCA HEALTHCARE INC

125.20%

Shares1.1K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

24.71%

Shares762

Event2026-03-31

Filed2026-05-15

COWZ

PACER FDS TR

16.74%

Shares6.8K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

0.26%

Shares1.2K

Event2026-03-31

Filed2026-05-15

TLT

ISHARES TR

8.90%

Shares4.8K

Event2026-03-31

Filed2026-05-15

WELL

WELLTOWER INC

-28.13%

Shares1.8K

Event2026-03-31

Filed2026-05-15

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-15

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares6.0K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

9.13%

Shares2.2K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

23.82%

Shares1.3K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

-9.19%

Shares2.1K

Event2026-03-31

Filed2026-05-15

IEUR

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

New

Shares927

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION9.6K shares0.00%2026-03-312026-05-15

PLTR Put PutPALANTIR TECHNOLOGIES INC1.4K shares0.00%2026-03-312026-05-15

NVDA Put

NVIDIA CORPORATION

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-15

PLTR Put

PALANTIR TECHNOLOGIES INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15