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CIK: 0001569833
Total reported value
$466.6M
$466.6M
91 檔
29.2%
According to the latest 13F quarterly dataset, Rothschild Capital Partners, LLC managed an equity portfolio of $466.6M at the end of Q1 2025, spanning 91 distinct U.S. exchange-listed positions.
In Q1 2025, Rothschild Capital Partners, LLC displayed an active expansion posture, initiating 91 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.18% | -0.01% | -19.39% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.35% | -0.15% | +3.83% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.22% | -0.11% | +4.55% | |
| 4 | XLI | Ss Industrial Select Sector | ETF-Other | 6.06% | +0.02% | +5.84% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 5.84% | -1.80% | +3.55% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.65% | -0.65% | +2.75% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 5.00% | +0.70% | -3.59% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.00% | +0.77% | +0.01% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 4.65% | -0.36% | +11.31% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 4.40% | -0.46% | +7.86% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 3.83% | -0.02% | +0.97% | |
| 12 | ECL | Ecolab Inc | Stock-Materials | 3.65% | -0.29% | +0.16% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.24% | +0.06% | NEW | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.03% | +2.44% | +4.72% | |
| 15 | SH | Proshares Short S&p500 | ETF-Other | 2.85% | -2.17% | — | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.82% | +0.01% | +8.11% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.30% | +0.21% | NEW | |
| 18 | EPD | Enterprise Products Partners | Stock-Energy | 2.24% | -0.32% | +7.95% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.72% | +0.20% | — | |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.27% | +0.12% | -0.70% | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 1.10% | — | -15.50% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.98% | -0.19% | -8.94% | |
| 23 | DCI | Donaldson Co Inc | Stock-Industrials | 0.95% | -0.07% | — | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.66% | +0.14% | +10.50% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | +0.08% | -0.21% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | +0.08% | NEW | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | +0.25% | +6.80% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.02% | +23.51% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.15% | — | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | +0.07% | +23.37% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.02% | -14.55% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.20% | +0.06% | +34.10% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.20% | — | -88.05% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.19% | -0.18% | +16.18% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | +0.01% | +0.30% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | +0.02% | +21.53% | |
| 37 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.17% | — | +16.14% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.13% | +23.54% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | +0.05% | +2.74% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | +0.72% | NEW | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | — | +20.47% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.02% | +26.47% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.14% | — | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.14% | — | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | — | — | |
| 46 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.13% | — | +22.78% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.13% | +0.05% | +2.25% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.13% | -0.02% | +2.27% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.11% | — | +41.46% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.06% | -43.04% |
According to official SEC Form 13F filings, Rothschild Capital Partners, LLC reported a total U.S. public equity portfolio value of $466.6M across 91 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, JPM, AMZN) accounted for 29.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $35.1M
During Q1 2025, Rothschild Capital Partners, LLC's top holdings by market value included AAPL (9.2%)、JPM (7.3%)、AMZN (7.2%). The largest single position, AAPL, represented 9.2% of total portfolio value.
In Q1 2025, Rothschild Capital Partners, LLC made 91 total portfolio adjustments, initiating 91 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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