Rothschild Capital Partners, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$407,664
Net value change ($000)
-17,855 (-4.2%)
New positions
23
Sold out positions
21
Turnover %
8.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SH 9,443 NEW
RSP 3,636 50.0%
IJH 3,336 744.6%
SMH 2,911 16.9%
GLD 2,388 8.7%
EPD 1,882 27.1%
IWM 1,584 NEW
JCPB 1,374 NEW
ROST 1,353 NEW
PAVE 1,237 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLK -10,729 -52.5%
XLI -7,548 -40.2%
MSFT -6,520 -26.0%
XLV -5,601 -18.3%
AAPL -3,977 -10.0%
GOOGL -3,750 -10.8%
AMZN -3,138 -10.4%
JPM -2,595 -7.9%
V -2,570 -19.7%
XLY -1,883 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,879 (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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type