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CIK: 0001569833
Total reported value
$466.6M
$466.6M
86 檔
36.0%
At the close of Q4 2025, Rothschild Capital Partners, LLC disclosed equity holdings valued at approximately $466.6M, spread across 86 reported holdings.
Rothschild Capital Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 15 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.33% | -0.01% | -4.34% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.16% | +0.77% | -10.07% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.74% | -0.15% | -11.07% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-Other | 7.21% | -0.46% | +74.91% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.09% | -0.11% | -10.36% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 6.47% | -1.80% | -10.58% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 5.90% | -0.65% | -9.86% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 4.80% | +0.70% | +212.82% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 4.42% | +0.02% | -24.55% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.05% | +2.44% | -12.39% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.53% | -0.36% | -6.92% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 3.07% | -0.02% | -10.72% | |
| 13 | ECL | Ecolab Inc | Stock-Materials | 2.99% | -0.29% | -11.71% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.65% | +0.20% | -14.24% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.42% | +0.01% | +90.55% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.84% | +0.14% | +53.70% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.73% | -0.01% | -17.89% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.71% | -0.08% | -32.74% | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 1.63% | -0.32% | -13.64% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.08% | +35.93% | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.98% | +0.12% | -10.74% | |
| 22 | DCI | Donaldson Co Inc | Stock-Industrials | 0.86% | -0.07% | -24.32% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | -0.19% | +104.79% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.57% | +0.25% | +32.35% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.02% | — | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.44% | +0.06% | NEW | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.13% | +137.48% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.02% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.07% | +24.71% | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | +0.08% | NEW | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.15% | -30.73% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.31% | -0.18% | +900.00% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.25% | +0.05% | +38.86% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.24% | -0.02% | +33.33% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.01% | +0.07% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.21% | — | +0.28% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.17% | — | +31.75% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | +0.06% | -24.72% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.06% | +28.57% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.02% | -21.69% | |
| 41 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.15% | — | — | |
| 42 | IGOV | Ishares International Treasu | ETF-Other | 0.15% | +0.05% | +45.55% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | — | — | |
| 44 | GE | General Electric | Stock-Industrials | 0.13% | — | — | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.13% | — | — | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.13% | -0.17% | EXIT | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.12% | -0.10% | EXIT | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.11% | +0.05% | +13.91% | |
| 49 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.11% | — | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | +3.5% | +74.91% | Add |
| 2 | XLK | Ss Technology Select Sector | +1.8% | +212.82% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +1.1% | -10.07% | Trim |
| 4 | BND | Vanguard Total Bond Market | +0.6% | +53.70% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | +35.93% | Add |
| 6 | WMT | Walmart Inc | +0.3% | +137.48% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -14.24% | Trim |
| 8 | LLY | Eli Lilly & Co | +0.2% | +24.71% | Add |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.2% | +32.35% | Add |
| 10 | AAPL | Apple Inc | +0.1% | -4.34% | Trim |
| 11 | XLF | Ss Financial Select Sector | +0.1% | +37.75% | Add |
| 12 | VGSH | Vanguard Short-term Treasury | +0.1% | +38.86% | Add |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +33.33% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | +31.75% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +28.57% | Add |
| 16 | IGOV | Ishares International Treasu | 0% | +45.55% | Add |
| 17 | IJH | Ishares Core S&p Midcap ETF | 0% | +48.21% | Add |
| 18 | XLY | Ss Consumer Disc Select Sect | 0% | +120.11% | Add |
| 19 | TLT | Ishares 20+ Year Treasury Bd | 0% | +34.13% | Add |
| 20 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 21 | XLE | Ss Energy Select Sector | 0% | +104.79% | Add |
| 22 | IWP | Ishares Russell Mid-cap Grow | 0% | +31.93% | Add |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +15.85% | Add |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | +13.91% | Add |
| 25 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 26 | RTX | Rtx CORP | 0% | — | Unchanged |
| 27 | MDY | State Street Spdr S&p Midcap | 0% | +0.28% | Add |
| 28 | DE | Deere & Co | 0% | — | Unchanged |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.07% | Add |
| 30 | HCA | Hca Healthcare Inc | — | — | Unchanged |
| 31 | WELL | Welltower Inc | — | — | Unchanged |
| 32 | SCHW | Schwab (charles) CORP | — | — | Unchanged |
| 33 | VZ | Verizon Communications Inc | — | — | Unchanged |
| 34 | COR | Cencora Inc | — | — | Unchanged |
| 35 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 36 | TJX | Tjx Companies Inc | — | — | Unchanged |
| 37 | GE | General Electric | — | — | Unchanged |
| 38 | IEUR | Ishares Core Msci Europe ETF | — | +1.11% | Add |
| 39 | MCK | Mckesson CORP | — | — | Unchanged |
| 40 | IEFA | Ishares Core Msci Eafe ETF | — | +1.76% | Add |
| 41 | IWB | Ishares Russell 1000 ETF | — | +0.26% | Add |
| 42 | MMM | 3m Co | — | — | Unchanged |
| 43 | ABBV | Abbvie Inc | — | — | Unchanged |
| 44 | MDT | Medtronic plc | — | — | Unchanged |
| 45 | CME | Cme Group Inc | — | — | Unchanged |
| 46 | MA | Mastercard Inc - A | — | — | Unchanged |
| 47 | CGW | Invesco S&p Global Water Ind | — | +1.44% | Add |
| 48 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 49 | PLTR | Palantir Technologies Inc-a | — | +2.89% | Add |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | 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 86 disclosed positions in Q4 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, GOOGL, JPM) accounted for 36.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
BLK
市值: $374.6K
Top Position Liquidated / Trimmed
XLC
前期市值: $1.0M
During Q4 2025, Rothschild Capital Partners, LLC's top holdings by market value included AAPL (9.3%)、GOOGL (8.2%)、JPM (7.7%). The largest single position, AAPL, represented 9.3% of total portfolio value.
In Q4 2025, Rothschild Capital Partners, LLC made 72 total portfolio adjustments, initiating 6 new buys, adding to 29 positions, trimming 22 holdings, and fully liquidating 15 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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