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Rothschild Capital Partners, LLC
Rothschild Capital Partners, LLC is an SEC-registered investment adviser headquartered in New York, NY. Founded in 2012, the firm manages assets primarily for institutional and high net worth clients. It employs approximately 8 professionals and focuses on long-term wealth management and institutional investing strategies.
Investment Strategy
Rothschild Capital Partners pursues institutional investment strategies with a focus on long-term value creation and wealth preservation. Their investment approach involves a diversified portfolio across different asset classes, aiming for steady returns and risk management. The firm prioritizes research-driven asset allocation, seeking to support both institutional and high net worth clients in achieving their financial objectives.
Latest 13F Filing Activity
Rothschild Capital Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 91 equity positions with a total 13F market value of $381M. The fund increased holdings in Microsoft Corp., Proshares TR, JPMorgan Chase & Co. among other positions. Rothschild Capital Partners, LLC reduced exposure to Select Sector SPDR TR, Select Sector SPDR TR, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 8.71% | $33.2M | 114,468 | $81.41 | $289.91 | +$5.1M |
A AMZN | AMAZON COM INC | 8.36% | $31.9M | 145,178 | $47.99 | $219.39 | +$4.3M |
A AAPL | APPLE INC | 8.23% | $31.4M | 152,863 | $43.93 | $205.17 | -$3.7M |
M MSFT | MICROSOFT CORP | 7.51% | $28.6M | 57,555 | $211.51 | $497.41 | +$7.0M |
X XLI | SELECT SECTOR SPDR TR | 6.67% | $25.4M | 172,270 | $111.84 | $147.52 | +$2.3M |
Industry Allocation
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