Rothschild Capital Partners, LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$425,519
Net value change ($000)
+2,172 (0.5%)
New positions
6
Sold out positions
15
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLV 14,906 94.5%
XLK 7,649 59.8%
GOOGL 4,736 15.8%
BND 2,715 53.1%
WMT 1,078 156.9%
GOOGL 1,070 10.5%
AAPL 827 2.1%
LLY 701 75.7%
VEA 668 38.0%
XLF 438 40.0%
Top Reduces (Value $000, Stocks/ETFs)
XLI -5,970 -24.1%
MSFT -4,723 -15.8%
RSP -3,430 -32.1%
JPM -3,317 -9.2%
ECL -2,311 -15.4%
AMZN -1,845 -5.8%
ACWI -1,396 -16.0%
XLP -1,259 -7.7%
V -1,180 -8.3%
XLC -1,043 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,039 (0.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type