13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001569833
Total reported value
$466.6M
$466.6M
95 檔
35.8%
As reported in its official Q3 2025 Form 13F filing, Rothschild Capital Partners, LLC's tracked investment portfolio stood at $466.6M with 95 total positions.
Rothschild Capital Partners, LLC executed strategic sector rebalancing during Q3 2025, establishing 16 new positions while fully exiting 12 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.19% | -0.01% | -0.09% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 8.56% | -0.15% | +0.36% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.56% | -0.11% | +0.39% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.08% | +0.77% | -0.06% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 7.04% | -0.65% | +0.04% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 6.53% | -1.80% | +0.08% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 5.85% | +0.02% | -6.82% | |
| 8 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.21% | +2.44% | -0.10% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.84% | -0.36% | -7.18% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 3.72% | -0.46% | -1.72% | |
| 11 | ECL | Ecolab Inc | Stock-Materials | 3.55% | -0.29% | -0.10% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 3.36% | -0.02% | -0.11% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 3.02% | +0.70% | +22.85% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.60% | +0.01% | -12.14% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.53% | -0.08% | — | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.41% | +0.20% | -0.29% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.07% | -0.01% | — | |
| 18 | EPD | Enterprise Products Partners | Stock-Energy | 1.85% | -0.32% | -0.12% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.21% | +0.14% | +23.49% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.08% | +19.29% | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.15% | +0.12% | +0.12% | |
| 22 | DCI | Donaldson Co Inc | Stock-Industrials | 1.05% | -0.07% | — | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 0.80% | -0.19% | -5.27% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.15% | +26.11% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.02% | +7.48% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | +0.25% | +3.26% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.41% | +0.06% | NEW | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.18% | +52.61% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.02% | — | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.26% | +0.08% | NEW | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.25% | +0.04% | NEW | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | +0.07% | — | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | +0.06% | +5.17% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.01% | -0.30% | |
| 35 | SH | Proshares Short S&p500 | ETF-Other | 0.21% | -2.17% | -94.53% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.20% | — | +0.28% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | +0.02% | -1.62% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.19% | -0.02% | +20.06% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.18% | +0.05% | +22.58% | |
| 40 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.17% | — | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.13% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | — | +27.27% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.15% | -0.17% | EXIT | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.02% | -3.25% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | — | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.13% | — | +22.84% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.13% | — | — | |
| 48 | GE | General Electric | Stock-Industrials | 0.13% | — | — | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.12% | -0.10% | EXIT | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.12% | — | +80.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.1% | -0.06% | Trim |
| 2 | MSFT | Microsoft CORP | +1.4% | +0.04% | Add |
| 3 | JPM | Jpmorgan Chase & Co | +1.2% | +0.36% | Add |
| 4 | SMH | Vaneck Semiconductor ETF | +1.2% | -0.10% | Trim |
| 5 | GLD | Spdr Gold Shares | +0.7% | +0.08% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.7% | -0.29% | Trim |
| 7 | BND | Vanguard Total Bond Market | +0.6% | +23.49% | Add |
| 8 | NVDA | Nvidia CORP | +0.5% | +19.29% | Add |
| 9 | AMZN | Amazon.com Inc | +0.3% | +0.39% | Add |
| 10 | NFLX | Netflix Inc | +0.2% | +52.61% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +7.48% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +26.11% | Add |
| 13 | XLC | Ss Comm Select Sector Spdr | +0.2% | +133.69% | Add |
| 14 | DCI | Donaldson Co Inc | +0.1% | — | Unchanged |
| 15 | ORCL | Oracle CORP | +0.1% | +22.84% | Add |
| 16 | UBER | Uber Technologies Inc | +0.1% | +43.55% | Add |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +20.06% | Add |
| 18 | VGSH | Vanguard Short-term Treasury | +0.1% | +22.58% | Add |
| 19 | IGOV | Ishares International Treasu | +0.1% | +22.75% | Add |
| 20 | DIS | Walt Disney Co/the | +0.1% | +135.54% | Add |
| 21 | HD | Home Depot Inc | 0% | +54.55% | Add |
| 22 | GE | General Electric | 0% | — | Unchanged |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.30% | Add |
| 24 | AAPL | Apple Inc | 0% | -0.09% | Trim |
| 25 | VTV | Vanguard Value ETF | 0% | +5.17% | Add |
| 26 | COST | Costco Wholesale CORP | 0% | +27.27% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | 0% | -3.25% | Add |
| 28 | WMT | Walmart Inc | 0% | — | Unchanged |
| 29 | XOM | Exxon Mobil CORP | 0% | — | Add |
| 30 | IWB | Ishares Russell 1000 ETF | 0% | +0.26% | Add |
| 31 | RTX | Rtx CORP | 0% | — | Unchanged |
| 32 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 33 | WELL | Welltower Inc | 0% | — | Unchanged |
| 34 | CGW | Invesco S&p Global Water Ind | 0% | — | Unchanged |
| 35 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Add |
| 36 | IEUR | Ishares Core Msci Europe ETF | 0% | — | Add |
| 37 | MDY | State Street Spdr S&p Midcap | — | +0.28% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | — | -1.62% | Trim |
| 39 | DGX | Quest Diagnostics Inc | — | — | Unchanged |
| 40 | ABBV | Abbvie Inc | — | — | Unchanged |
| 41 | BKNG | Booking Holdings Inc | — | — | Unchanged |
| 42 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 43 | CSCO | Cisco Systems Inc | — | — | Unchanged |
| 44 | ORLY | O'reilly Automotive Inc | — | — | Add |
| 45 | AZO | Autozone Inc | — | — | Unchanged |
| 46 | MMM | 3m Co | — | — | Unchanged |
| 47 | TXN | Texas Instruments Inc | — | — | Unchanged |
| 48 | TJX | Tjx Companies Inc | 0% | -25.37% | Trim |
| 49 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 50 | MDT | Medtronic plc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Rothschild Capital Partners, LLC reported a total U.S. public equity portfolio value of $466.6M across 95 disclosed positions in Q3 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 35.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
RSP
市值: $10.7M
Top Position Liquidated / Trimmed
UNH
前期市值: $8.8M
During Q3 2025, Rothschild Capital Partners, LLC's top holdings by market value included AAPL (9.2%)、JPM (8.6%)、AMZN (7.6%). The largest single position, AAPL, represented 9.2% of total portfolio value.
In Q3 2025, Rothschild Capital Partners, LLC made 81 total portfolio adjustments, initiating 16 new buys, adding to 27 positions, trimming 26 holdings, and fully liquidating 12 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.