1y return+22.7%S&P 500 +20.9%
3y return+63.2%S&P 500 +68.5%
5y return+65.7%S&P 500 +74.5%
10y return+240.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $340 against $357 in the S&P 500.2
Rothschild Capital Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $40.9M | 8.8% | |
| GOOGLAlphabet Inc | $39.1M | 8.4% | +1.5% |
| SMHVaneck Etf Trust | $34.5M | 7.4% | |
| JPMJpmorgan Chase & Co | $34.0M | 7.3% | |
| AMZNAmazon Com Inc | $30.4M | 6.5% | −1.7% |
| XLVSelect Sector Spdr Tr | $26.5M | 5.7% | −2.2% |
| GLDSpdr Gold Tr | $25.9M | 5.6% | |
| MSFTMicrosoft Corp | $18.3M | 3.9% | −2.5% |
| XLKSelect Sector Spdr Tr | $14.4M | 3.1% | +3.1% |
| ECLEcolab Inc | $14.3M | 3.1% | |
| XLPSelect Sector Spdr Tr | $14.2M | 3.1% | |
| XLISelect Sector Spdr Tr | $13.0M | 2.8% | |
| GOOGAlphabet Inc | $12.7M | 2.7% | |
| RSPInvesco Exchange Traded Fd T | $12.1M | 2.6% | |
| VVisa Inc | $11.9M | 2.6% | |
| XLUSelect Sector Spdr Tr | $10.2M | 2.2% | +16.3% |
| EPDEnterprise Prods Partners L | $8.6M | 1.8% | |
| BNDVanguard Bd Index Fds | $8.6M | 1.8% | +23.8% |
| ACWIIshares Tr | $8.2M | 1.8% | |
| PSQProshares Tr | $7.8M | 1.7% | New |
| XLRESelect Sector Spdr Tr | $5.1M | 1.1% | +19.3% |
| IJHIshares Tr | $4.6M | 1.0% | +5.5% |
| NVDANvidia Corporation | $4.2M | 0.9% | +2.7% |
| VEAVanguard Tax-managed Fds | $4.2M | 0.9% | +42.4% |
| DCIDonaldson Inc | $3.7M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SMHVaneck Etf Trust | June 30, 2020 | +758.5% | $34.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $39.1M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $12.7M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $14.4M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $34.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $40.9M |
| XLESelect Sector Spdr Tr | December 31, 2020 | +180.3% | $2.8M |
| XLISelect Sector Spdr Tr | June 30, 2020 | +169.6% | $13.0M |
| GLDSpdr Gold Tr | June 30, 2020 | +120.1% | $25.9M |
| EPDEnterprise Prods Partners L | June 30, 2020 | +102.3% | $8.6M |
Sold off last quarter
- NOWServicenow Inc was $926K
- IGVIshares Tr was $751K
- AKAMAkamai Technologies Inc was $747K
- TMOThermo Fisher Scientific Inc was $728K
- UBERUber Technologies Inc was $692K
- MCKMckesson Corp was $665K
- Steris PLCCUSIP G8473T100 was $636K
- LYVLive Nation Entertainment In was $574K
- HCAHca Healthcare Inc was $533K
- PLTRPalantir Technologies Inc was $211K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.5% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | +5.1% | +2.4% |
| September 30, 2025 | +8.8% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | +2.8% | +2.1% |
| September 30, 2024 | +3.7% | +5.4% |
| June 30, 2024 | +5.5% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +8.3% | +8.3% |
| March 31, 2023 | +7.4% | +7.0% |
| December 31, 2022 | +4.0% | +7.1% |
| September 30, 2022 | −4.2% | −5.3% |
| June 30, 2022 | −14.7% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +7.8% | +10.7% |
| September 30, 2021 | +0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Rothschild Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1569833&type=13F-HR&dateb=&owner=include&count=40CIK 1569833
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1569833/000156983326000007/Filed August 14, 2026 · accession 0001569833-26-000007