Rothschild Capital Partners, LLC
89 holdingsFiling period: 2026-03-31Current AUM: $464.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 140.8K | $35.7M | $43.5M | 9.36% | -5,269 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 107.7K | $31.0M | $38.4M | 8.25% | -3,227 | 2026-03-31 |
| 3 | JPM | JPMORGAN CHASE & CO | 103.1K | $30.3M | $36.3M | 7.80% | +923 | 2026-03-31 |
| 4 | GLD | SPDR GOLD TR | 69.6K | $29.9M | $25.8M | 5.56% | +60 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 129.7K | $27.0M | $35.2M | 7.58% | -922 | 2026-03-31 |
| 6 | XLV | SELECT SECTOR SPDR TR | 171.0K | $25.1M | $27.8M | 5.98% | -27,134 | 2026-03-31 |
| 7 | SMH | VANECK ETF TRUST | 52.5K | $20.1M | $28.4M | 6.11% | +4.7K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 50.2K | $18.6M | $23.3M | 5.02% | -1,706 | 2026-03-31 |
| 9 | XLP | SELECT SECTOR SPDR TR | 169.8K | $13.9M | $14.4M | 3.11% | -23,351 | 2026-03-31 |
| 10 | ECL | ECOLAB INC | 51.2K | $13.6M | $14.2M | 3.06% | +2.7K | 2026-03-31 |
| 11 | XLI | SELECT SECTOR SPDR TR | 69.5K | $11.2M | $12.5M | 2.69% | -51,617 | 2026-03-31 |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | 56.8K | $10.9M | $12.2M | 2.63% | +18.9K | 2026-03-31 |
| 13 | V | VISA INC | 34.7K | $10.5M | $12.7M | 2.74% | -2,530 | 2026-03-31 |
| 14 | GOOG | ALPHABET INC | 35.9K | $10.3M | $12.8M | 2.76% | -- | 2026-03-31 |
| 15 | XLK | SELECT SECTOR SPDR TR | 73.1K | $9.7M | $12.8M | 2.76% | -68,903 | 2026-03-31 |
| 16 | SH | PROSHARES TR | 249.0K | $9.4M | $8.3M | 1.78% | -- | 2026-03-31 |
| 17 | XLU | SELECT SECTOR SPDR TR | 193.5K | $8.9M | $8.6M | 1.85% | -47,446 | 2026-03-31 |
| 18 | EPD | ENTERPRISE PRODS PARTNERS L | 233.1K | $8.8M | $8.9M | 1.91% | +16.7K | 2026-03-31 |
| 19 | ACWI | ISHARES TR | 51.9K | $7.2M | $8.1M | 1.75% | -- | 2026-03-31 |
| 20 | BND | VANGUARD BD INDEX FDS | 94.4K | $6.9M | $6.8M | 1.47% | -11,346 | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 30.2K | $5.3M | $6.1M | 1.30% | -6,122 | 2026-03-31 |
| 22 | XLRE | SELECT SECTOR SPDR TR | 96.9K | $4.0M | $4.4M | 0.94% | -6,143 | 2026-03-31 |
| 23 | IJH | ISHARES TR | 56.0K | $3.8M | $4.2M | 0.91% | +49.2K | 2026-03-31 |
| 24 | DCI | DONALDSON INC | 41.1K | $3.5M | $3.9M | 0.83% | -- | 2026-03-31 |
| 25 | XLE | SELECT SECTOR SPDR TR | 52.5K | $3.2M | $3.1M | 0.67% | -25,469 | 2026-03-31 |
← Scroll →
Page 1 of 4