Rothschild Capital Partners, LLC
•CIK: 1569833•Filing: Q4 2025
**Rothschild Capital Partners, LLC** manages $423M across a diversified portfolio of 86 positions. The fund exhibits significant concentration in mega-cap technology and financial sectors, with top holdings including AAPL at $39.7M and GOOGL at $34.7M. Notable allocations also include JPM ($32.9M), AMZN ($30.2M), and MSFT ($25.1M), signaling a core focus on established market leaders. This structure suggests a value-oriented approach targeting large-cap growth and cyclical opportunities.
Total AUM
$423.5M
QoQ Performance
+0.0%
Positions
64
Top 10 Concentration
65.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOGL
JPM
XLV
AMZN
GQ9
MSFT
AAPL9.4%
GOOGL8.2%
JPM7.8%
XLV7.2%
AMZN7.1%
GQ96.5%
MSFT5.9%
XLK4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.0%
Technology28.2%
Financial11.8%
Consumer7.7%
Materials3.0%
Healthcare0.8%
ETF0.5%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW6 new positions
↑27 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023