Rothschild Capital Partners, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$466,607
Net value change ($000)
+58,943 (14.5%)
New positions
11
Sold out positions
10
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SMH 14,315 71.1%
GOOGL 8,081 26.1%
PSQ 7,769 NEW
AAPL 5,153 14.4%
XLK 4,643 47.8%
JPM 3,684 12.1%
AMZN 3,390 12.5%
TSLA 3,359 NEW
GOOGL 2,450 23.8%
XLI 1,733 15.4%
Top Reduces (Value $000, Stocks/ETFs)
SH -8,722 -92.4%
GLD -4,081 -13.6%
NOW -926 -100.0%
IGV -751 -100.0%
AKAM -747 -100.0%
TMO -728 -100.0%
NFLX -703 -63.4%
UBER -692 -100.0%
MCK -665 -100.0%
STE -636 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,151 (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