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
88 檔
33.0%
During the Q1 2026 filing period, Rothschild Capital Partners, LLC (CIK: 0001569833) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $466.6M across 88 reported positions.
Rothschild Capital Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 23 new positions while fully exiting 21 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.77% | -0.01% | -3.61% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.60% | +0.77% | -2.91% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.44% | -0.15% | +0.90% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 7.34% | -1.80% | +0.09% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.63% | -0.11% | -0.71% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 6.15% | -0.46% | -13.69% | |
| 7 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.94% | +2.44% | +9.80% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 4.56% | -0.65% | -3.29% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.41% | -0.36% | -12.09% | |
| 10 | ECL | Ecolab Inc | Stock-Materials | 3.34% | -0.29% | +5.53% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 2.76% | +0.02% | -42.62% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.67% | -0.08% | +49.78% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.57% | -0.02% | -6.79% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.53% | +0.20% | — | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 2.38% | +0.70% | -48.53% | |
| 16 | SH | Proshares Short S&p500 | ETF-Other | 2.32% | -2.17% | — | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.18% | +0.01% | -19.69% | |
| 18 | EPD | Enterprise Products Partners | Stock-Energy | 2.16% | -0.32% | +7.71% | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.76% | -0.01% | — | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 1.70% | +0.14% | -10.73% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | +0.08% | -16.86% | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.97% | +0.12% | -5.96% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.93% | +0.05% | +725.52% | |
| 24 | DCI | Donaldson Co Inc | Stock-Industrials | 0.86% | -0.07% | — | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | -0.19% | -32.68% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | +0.25% | +5.62% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.13% | +33.13% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | +0.02% | — | |
| 29 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.34% | +0.24% | — | |
| 30 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.33% | -0.04% | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.15% | — | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.31% | +0.05% | +19.03% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.31% | -0.02% | +23.15% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.02% | +127.85% | |
| 35 | PAVE | Global X US Infrastructure | ETF-Other | 0.30% | +0.01% | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.02% | -33.89% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | -0.18% | -17.92% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.06% | +13.15% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.02% | -40.94% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.23% | -0.23% | EXIT | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.22% | — | +0.76% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.01% | +0.22% | |
| 43 | VOLT | Tema Electrification | ETF-Other | 0.21% | +0.01% | — | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.20% | +0.06% | +11.82% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.19% | -0.02% | +104.45% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.06% | — | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.07% | -44.72% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.18% | -0.18% | EXIT | |
| 49 | IGOV | Ishares International Treasu | ETF-Other | 0.18% | +0.05% | +17.68% | |
| 50 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.18% | -0.18% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +1% | +49.78% | Add |
| 2 | SMH | Vaneck Semiconductor ETF | +0.9% | +9.80% | Add |
| 3 | GLD | Spdr Gold Shares | +0.9% | +0.09% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.8% | +725.52% | Add |
| 5 | EPD | Enterprise Products Partners | +0.5% | +7.71% | Add |
| 6 | ECL | Ecolab Inc | +0.4% | +5.53% | Add |
| 7 | WMT | Walmart Inc | +0.2% | +33.13% | Add |
| 8 | JNJ | Johnson & Johnson | +0.2% | +127.85% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.1% | +290.00% | Add |
| 10 | MCK | Mckesson CORP | +0.1% | +195.38% | Add |
| 11 | RTX | Rtx CORP | +0.1% | +104.45% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +13.15% | Add |
| 13 | DE | Deere & Co | +0.1% | +73.62% | Add |
| 14 | MCD | Mcdonald's CORP | +0.1% | +119.13% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +54.83% | Add |
| 16 | HCA | Hca Healthcare Inc | +0.1% | +125.20% | Add |
| 17 | DIS | Walt Disney Co/the | +0.1% | +166.46% | Add |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +23.15% | Add |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.62% | Add |
| 20 | VGSH | Vanguard Short-term Treasury | +0.1% | +19.03% | Add |
| 21 | SCHW | Schwab (charles) CORP | +0.1% | +57.25% | Add |
| 22 | UBER | Uber Technologies Inc | 0% | +47.07% | Add |
| 23 | VTV | Vanguard Value ETF | 0% | +11.82% | Add |
| 24 | ACWI | Ishares Msci Acwi ETF | 0% | — | Unchanged |
| 25 | IGOV | Ishares International Treasu | 0% | +17.68% | Add |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +15.55% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | 0% | +24.71% | Add |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +16.74% | Add |
| 29 | VBR | Vanguard Small-cap Value ETF | 0% | +23.82% | Add |
| 30 | TLT | Ishares 20+ Year Treasury Bd | 0% | +8.90% | Add |
| 31 | IJR | Ishares Core S&p Small-cap E | 0% | +9.13% | Add |
| 32 | MDY | State Street Spdr S&p Midcap | 0% | +0.76% | Add |
| 33 | DCI | Donaldson Co Inc | — | — | Unchanged |
| 34 | VOO | Vanguard S&p 500 ETF | — | -1.81% | Trim |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.22% | Add |
| 36 | IWB | Ishares Russell 1000 ETF | — | +0.26% | Add |
| 37 | DGX | Quest Diagnostics Inc | — | -13.90% | Trim |
| 38 | CGW | Invesco S&p Global Water Ind | — | — | Unchanged |
| 39 | IEFA | Ishares Core Msci Eafe ETF | — | — | Unchanged |
| 40 | IEUR | Ishares Core Msci Europe ETF | — | — | Unchanged |
| 41 | XLRE | Ss Real Estate Select Sector | 0% | -5.96% | Trim |
| 42 | IWP | Ishares Russell Mid-cap Grow | 0% | -9.19% | Trim |
| 43 | WELL | Welltower Inc | 0% | -28.13% | Trim |
| 44 | PLTR | Palantir Technologies Inc-a | 0% | — | Unchanged |
| 45 | XLE | Ss Energy Select Sector | 0% | -32.68% | Trim |
| 46 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 47 | GS | Goldman Sachs Group Inc | 0% | -20.60% | Trim |
| 48 | NFLX | Netflix Inc | 0% | -17.92% | Trim |
| 49 | XLP | Ss Consumer Staples Sel Sect | -0.1% | -12.09% | Trim |
| 50 | GOOG | Alphabet Inc-cl C | -0.1% | — | 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 88 disclosed positions in Q1 2026.
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 33.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
SH
市值: $9.4M
Top Position Liquidated / Trimmed
XLY
前期市值: $1.9M
During Q1 2026, Rothschild Capital Partners, LLC's top holdings by market value included AAPL (8.8%)、GOOGL (7.6%)、JPM (7.4%). The largest single position, AAPL, represented 8.8% of total portfolio value.
In Q1 2026, Rothschild Capital Partners, LLC made 101 total portfolio adjustments, initiating 23 new buys, adding to 34 positions, trimming 23 holdings, and fully liquidating 21 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.