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CIK: 0001569833
Total reported value
$466.6M
$466.6M
91 檔
32.2%
The Q2 2025 SEC filing reveals that Rothschild Capital Partners, LLC held a total portfolio value of $466.6M, covering 91 public equity positions.
Rothschild Capital Partners, LLC executed strategic sector rebalancing during Q2 2025, establishing 7 new positions while fully exiting 7 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 8.71% | -0.15% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.36% | -0.11% | +0.10% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.23% | -0.01% | -3.23% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.51% | -0.65% | +0.10% | |
| 5 | XLI | Ss Industrial Select Sector | ETF-Other | 6.67% | +0.02% | -2.51% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 6.21% | -1.80% | +0.25% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.71% | +0.77% | — | |
| 8 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 4.75% | -0.36% | +2.71% | |
| 9 | SH | Proshares Short S&p500 | ETF-Other | 4.56% | -2.17% | +79.13% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 4.08% | -0.46% | +0.01% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.00% | +2.44% | — | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 3.89% | -0.02% | — | |
| 13 | ECL | Ecolab Inc | Stock-Materials | 3.89% | -0.29% | — | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.08% | +0.01% | +5.26% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 2.46% | +0.70% | -60.04% | |
| 16 | EPD | Enterprise Products Partners | Stock-Energy | 2.04% | -0.32% | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.95% | +0.20% | — | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.25% | +0.12% | -0.94% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.08% | +0.14% | +61.94% | |
| 20 | DCI | Donaldson Co Inc | Stock-Industrials | 0.99% | -0.07% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.08% | — | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.89% | -0.19% | +0.13% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.15% | — | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | +0.25% | -26.18% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.02% | — | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.02% | — | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.32% | -0.18% | +16.46% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.28% | +0.08% | NEW | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.07% | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.01% | +1.90% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.22% | — | +0.28% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.22% | +0.06% | +3.48% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.02% | -4.83% | |
| 34 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.18% | — | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.13% | — | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.17% | -0.02% | +31.32% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.17% | +0.05% | +28.94% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.02% | +4.23% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | — | — | |
| 40 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.14% | — | — | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.14% | — | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | — | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.06% | +29.09% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.12% | — | — | |
| 46 | GE | General Electric | Stock-Industrials | 0.12% | — | — | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.11% | -0.17% | EXIT | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.11% | +0.04% | NEW | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.10% | — | +0.17% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.10% | +0.05% | -36.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.9% | +0.10% | Add |
| 2 | SH | Proshares Short S&p500 | +1.7% | +79.13% | Add |
| 3 | JPM | Jpmorgan Chase & Co | +1.4% | — | Unchanged |
| 4 | AMZN | Amazon.com Inc | +1.1% | +0.10% | Add |
| 5 | SMH | Vaneck Semiconductor ETF | +1% | — | Unchanged |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | — | Unchanged |
| 7 | XLI | Ss Industrial Select Sector | +0.6% | -2.51% | Trim |
| 8 | BND | Vanguard Total Bond Market | +0.4% | +61.94% | Add |
| 9 | GLD | Spdr Gold Shares | +0.4% | +0.25% | Add |
| 10 | NVDA | Nvidia CORP | +0.3% | — | Unchanged |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.3% | +5.26% | Add |
| 12 | ECL | Ecolab Inc | +0.2% | — | Unchanged |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | — | Unchanged |
| 14 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 15 | NFLX | Netflix Inc | +0.1% | +16.46% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 17 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +2.71% | Add |
| 18 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 20 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | NEW | New buy |
| 21 | ICE | Intercontinental Exchange In | +0.1% | NEW | New buy |
| 22 | CAH | Cardinal Health Inc | +0.1% | NEW | New buy |
| 23 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 24 | T | At&t Inc | +0.1% | NEW | New buy |
| 25 | CME | Cme Group Inc | +0.1% | NEW | New buy |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +31.32% | Add |
| 27 | IGOV | Ishares International Treasu | 0% | +57.82% | Add |
| 28 | VGSH | Vanguard Short-term Treasury | 0% | +28.94% | Add |
| 29 | DCI | Donaldson Co Inc | 0% | — | Unchanged |
| 30 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 31 | GE | General Electric | 0% | — | Unchanged |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.90% | Add |
| 33 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | +4.23% | Add |
| 35 | XOM | Exxon Mobil CORP | 0% | +29.09% | Add |
| 36 | WMT | Walmart Inc | 0% | — | Unchanged |
| 37 | BKNG | Booking Holdings Inc | 0% | — | Unchanged |
| 38 | MDY | State Street Spdr S&p Midcap | 0% | +0.28% | Add |
| 39 | VTV | Vanguard Value ETF | 0% | +3.48% | Add |
| 40 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 41 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 42 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 43 | XLC | Ss Comm Select Sector Spdr | 0% | — | Unchanged |
| 44 | IWB | Ishares Russell 1000 ETF | 0% | +0.17% | Add |
| 45 | DGX | Quest Diagnostics Inc | 0% | — | Unchanged |
| 46 | VOO | Vanguard S&p 500 ETF | 0% | -4.83% | Trim |
| 47 | CGW | Invesco S&p Global Water Ind | 0% | — | Unchanged |
| 48 | BSX | Boston Scientific CORP | 0% | — | Unchanged |
| 49 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 50 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.67% | Add |
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 Q2 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 JPM, AMZN, AAPL) accounted for 32.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
ABT
市值: $292.4K
Top Position Liquidated / Trimmed
BLK
前期市值: $4.2M
During Q2 2025, Rothschild Capital Partners, LLC's top holdings by market value included JPM (8.7%)、AMZN (8.4%)、AAPL (8.2%). The largest single position, JPM, represented 8.7% of total portfolio value.
In Q2 2025, Rothschild Capital Partners, LLC made 52 total portfolio adjustments, initiating 7 new buys, adding to 22 positions, trimming 16 holdings, and fully liquidating 7 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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