Rothschild Capital Partners, LLC Portfolio Holdings

Rothschild Capital Partners, LLC

  • $422 Million
  • Q3 2025

Rothschild Capital Partners, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $422 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $38.9M, Jpmorgan Chase & CO with a value of $36.2M, Amazon Com Inc with a value of $32M, Alphabet Inc. with a value of $30M, and Microsoft Corp with a value of $29.8M.

Examining the 13F form we can see an increase of $59.4M in the current position value, from $362M to 422M.

Rothschild Capital Partners, LLC is based out at New York, NY

Below you can find more details about Rothschild Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $422 Million
ETFs: $173 Million
Technology: $78.7 Million
Financial Services: $54.3 Million
Communication Services: $45.1 Million
Consumer Cyclical: $33.8 Million
Basic Materials: $15 Million
Energy: $8.32 Million
Industrials: $6.13 Million
Other: $7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$38.9 Million 9.22% of portfolio
152,730
Q3 2025 Reduced 0.09%
$881B
$36.2 Million 8.59% of portfolio
114,884
Q3 2025 Added 0.36%
$2.39T
$32 Million 7.59% of portfolio
145,739
Q3 2025 Added 0.39%
$1.65T
$30 Million 7.11% of portfolio
123,366
Q3 2025 Reduced 0.06%
$3.78T
$29.8 Million 7.07% of portfolio
57,579
Q3 2025 Added 0.04%
$130B
$27.6 Million 6.55% of portfolio
77,733
Q3 2025 Added 0.08%
$0
$24.8 Million 5.87% of portfolio
160,521
Q3 2025 Reduced 6.82%
$0
$17.8 Million 4.23% of portfolio
54,612
Q3 2025 Reduced 0.1%
$0
$15.8 Million 3.74% of portfolio
113,283
Q3 2025 Reduced 1.72%
$0
$15.8 Million 3.74% of portfolio
207,464
Q3 2025 Reduced 7.18%
$73.7B
$15 Million 3.57% of portfolio
54,903
Q3 2025 Reduced 0.1%
$533B
$14.2 Million 3.38% of portfolio
41,719
Q3 2025 Reduced 0.11%
$0
$12.8 Million 3.03% of portfolio
45,389
Q3 2025 Added 22.85%
$0
$11 Million 2.62% of portfolio
126,452
Q3 2025 Reduced 12.14%
$0
$10.7 Million 2.54% of portfolio
56,379
Q3 2025 New
$1.74T
$10.2 Million 2.42% of portfolio
41,863
Q3 2025 Reduced 0.29%
$70.2B
$7.84 Million 1.86% of portfolio
250,624
Q3 2025 Reduced 0.12%
$0
$5.11 Million 1.21% of portfolio
68,775
Q3 2025 Added 23.49%
$465B
$4.99 Million 1.18% of portfolio
26,720
Q3 2025 Added 19.29%
$0
$4.86 Million 1.15% of portfolio
115,395
Q3 2025 Added 0.12%
$10.5B
$4.45 Million 1.05% of portfolio
54,353
Q4 2023 Added 23.38%
$0
$3.4 Million 0.81% of portfolio
38,058
Q3 2025 Reduced 5.27%
$1.37T
$2.38 Million 0.56% of portfolio
3,241
Q3 2025 Added 26.11%
$139B
$1.83 Million 0.43% of portfolio
5,535
Q3 2025 Added 7.48%
$0
$1.76 Million 0.42% of portfolio
29,313
Q3 2025 Added 3.26%
$0
$1.72 Million 0.41% of portfolio
7,164
Q3 2025 Added 352.27%
$49.1B
$1.68 Million 0.4% of portfolio
1,404
Q3 2025 Added 52.61%
$662B
$1.66 Million 0.39% of portfolio
3,310
Q1 2025 Added 23.51%
$0
$1.09 Million 0.26% of portfolio
20,320
Q2 2025 Reduced 53.58%
$0
$1.04 Million 0.25% of portfolio
8,810
Q3 2025 Added 133.69%
$0
$909,000 0.22% of portfolio
4,879
Q3 2025 Added 5.17%
$971B
$926,000 0.22% of portfolio
1,214
Q1 2025 Added 23.37%
$0
$890,000 0.21% of portfolio
1,337
Q3 2025 Reduced 0.3%
$0
$866,000 0.21% of portfolio
1,453
Q3 2025 Added 0.28%
$0
$818,000 0.19% of portfolio
1,337
Q3 2025 Reduced 1.62%
$0
$783,000 0.19% of portfolio
9,802
Q3 2025 Added 20.06%
$0
$777,000 0.18% of portfolio
13,218
Q3 2025 Added 22.58%
$279B
$687,000 0.16% of portfolio
6,670
Q1 2025 Added 23.54%
$0
$638,000 0.15% of portfolio
954
Q3 2025 Reduced 3.25%
$404B
$647,000 0.15% of portfolio
700
Q3 2025 Added 27.27%
$181B
$641,000 0.15% of portfolio
6,546
Q3 2025 Added 43.55%
$414B
$599,000 0.14% of portfolio
2,590
Q1 2025 Added 20.47%
$593B
$559,000 0.13% of portfolio
1,990
Q3 2025 Added 22.84%
$512B
$546,000 0.13% of portfolio
960
Q4 2024 New
$328B
$535,000 0.13% of portfolio
1,780
Q4 2024 New
$147B
$494,000 0.12% of portfolio
5,066
Q1 2025 Added 22.78%
$15.6B
$512,000 0.12% of portfolio
3,742
Q1 2025 Added 16.14%
$265B
$501,000 0.12% of portfolio
630
Q3 2025 Added 80.0%
$490B
$485,000 0.12% of portfolio
4,305
Q2 2025 Added 29.09%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $422 Million
  • Prior Value $362 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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