account_balance

Investment manager · 13F filer · SEC CIK 1569833

Rothschild Capital Partners, LLC

Reported value$464Mas of Jun 30, 2026
Positions89 11 new, 10 sold out
Top 10 weight59.9%AAPL alone is 9%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 8.8% HeldGOOGL Alphabet Inc. 8.4% Held
SMH Vaneck ETF Trust 7.4% Held
JPM JPMorgan Chase & Co 7.3% HeldAMZN Amazon.com Inc 6.5% Held
XLV Select Sector SPDR Tr 5.7% Trimmed −2%
GLD SPDR Gold Trust 5.6% HeldMSFT Microsoft Corp 3.9% Trimmed −3%
XLK Select Sector SPDR Tr 3.1% Added +3%
ECL Ecolab Inc. 3.1% Held
XLP Select Sector SPDR Tr 3.1% Held
XLI Select Sector SPDR Tr 2.8% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
  • PSQ $7.77M
  • TSLA $3.36M
  • IWN $1.64M
  • UNH $998K
arrow_upwardAdded
  • JCPB +97%
  • VEA +42%
  • IGOV +42%
  • VTV +33%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist