RT Capital Management
Latest statistics and disclosures from Rothschild Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, JPM, GLD, AMZN, and represent 37.77% of Rothschild Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: SH (+$9.4M), RSP, IJH, SMH, IWM, JCPB, ROST, PAVE, NOW, VOLT.
- Started 23 new stock positions in IWM, JMST, CL, PAVE, VRT, CSCO, MLM, CVX, STE, CMI. IDXX, AKAM, VOLT, HAL, IGV, NOW, REMX, STIP, LYV, SH, BK, JCPB, ROST.
- Reduced shares in these 10 stocks: XLK (-$9.2M), XLI (-$8.3M), XLV, XLU, XLP, , XLE, , AAPL, NVDA.
- Sold out of its positions in ABT, ABBV, COR, AZO, BLK, BSX, CME, CRWD, GE, IBM. IWO, MA, ORLY, PANW, XLY, XLF, TJX, MMM, VZ, ETN, MDT.
- Rothschild Capital Partners was a net seller of stock by $-2.5M.
- Rothschild Capital Partners has $408M in assets under management (AUM), dropping by -4.20%.
- Central Index Key (CIK): 0001569833
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Portfolio Holdings for Rothschild Capital Partners
Rothschild Capital Partners holds 88 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.8 | $36M | -3% | 141k | 253.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.6 | $31M | -2% | 108k | 287.56 |
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| JPMorgan Chase & Co. (JPM) | 7.4 | $30M | 103k | 294.16 |
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| Spdr Gold Tr Gold Shs (GLD) | 7.3 | $30M | 70k | 430.29 |
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| Amazon (AMZN) | 6.6 | $27M | 130k | 208.27 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 6.1 | $25M | -13% | 171k | 146.61 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 4.9 | $20M | +9% | 53k | 383.40 |
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| Microsoft Corporation (MSFT) | 4.6 | $19M | -3% | 50k | 370.17 |
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| Select Sector Spdr Tr State Street Con (XLP) | 3.4 | $14M | -12% | 170k | 81.98 |
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| Ecolab (ECL) | 3.3 | $14M | +5% | 51k | 266.02 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 2.8 | $11M | -42% | 70k | 161.73 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.7 | $11M | +49% | 57k | 191.92 |
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| Visa Com Cl A (V) | 2.6 | $11M | -6% | 35k | 302.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $10M | 36k | 286.86 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 2.4 | $9.7M | -48% | 73k | 132.90 |
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| Proshares Tr Short S&p 500 Ne (SH) | 2.3 | $9.4M | NEW | 249k | 37.93 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 2.2 | $8.9M | -19% | 194k | 45.89 |
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| Enterprise Products Partners (EPD) | 2.2 | $8.8M | +7% | 233k | 37.84 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.8 | $7.2M | 52k | 138.37 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.7 | $6.9M | -10% | 94k | 73.64 |
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| NVIDIA Corporation (NVDA) | 1.3 | $5.3M | -16% | 30k | 174.40 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 1.0 | $4.0M | -5% | 97k | 40.83 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $3.8M | +725% | 56k | 67.53 |
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| Donaldson Company (DCI) | 0.9 | $3.5M | 41k | 84.87 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.8 | $3.2M | -32% | 53k | 61.26 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $2.6M | +5% | 41k | 64.08 |
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| Wal-Mart Stores (WMT) | 0.6 | $2.6M | +33% | 21k | 124.28 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.6M | NEW | 6.4k | 248.00 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.3 | $1.4M | NEW | 29k | 47.08 |
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| Ross Stores (ROST) | 0.3 | $1.4M | NEW | 6.2k | 216.63 |
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| Meta Platforms Cl A (META) | 0.3 | $1.3M | 2.2k | 572.13 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $1.3M | +19% | 22k | 58.54 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.3M | +23% | 16k | 79.27 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.3M | +127% | 5.2k | 244.44 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $1.2M | NEW | 24k | 50.81 |
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| Broadcom (AVGO) | 0.3 | $1.1M | -33% | 3.7k | 309.51 |
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| Netflix (NFLX) | 0.3 | $1.1M | -17% | 12k | 96.15 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.1M | +13% | 6.3k | 169.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $937k | -40% | 2.0k | 479.20 |
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| Servicenow (NOW) | 0.2 | $926k | NEW | 8.9k | 104.55 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $905k | 1.5k | 616.56 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $872k | 1.3k | 650.45 |
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| Tema Etf Trust Electrification (VOLT) | 0.2 | $839k | NEW | 25k | 34.24 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $806k | +11% | 4.1k | 196.20 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $789k | +104% | 4.1k | 192.90 |
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| Chevron Corporation (CVX) | 0.2 | $780k | NEW | 3.8k | 206.90 |
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| Eli Lilly & Co. (LLY) | 0.2 | $770k | -44% | 837.00 | 919.77 |
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| Ishares Tr Expanded Tech (IGV) | 0.2 | $751k | NEW | 9.4k | 80.05 |
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| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.2 | $751k | +17% | 18k | 41.06 |
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| Akamai Technologies (AKAM) | 0.2 | $747k | NEW | 6.5k | 114.85 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $728k | +290% | 1.5k | 491.53 |
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| Halliburton Company (HAL) | 0.2 | $727k | NEW | 19k | 38.99 |
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| Caterpillar (CAT) | 0.2 | $704k | +54% | 994.00 | 708.46 |
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| Uber Technologies (UBER) | 0.2 | $693k | +47% | 9.6k | 71.93 |
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| Deere & Company (DE) | 0.2 | $675k | +73% | 1.2k | 563.30 |
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| McKesson Corporation (MCK) | 0.2 | $665k | +195% | 768.00 | 865.36 |
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| Cisco Systems (CSCO) | 0.2 | $658k | NEW | 8.5k | 77.59 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.2 | $641k | NEW | 7.3k | 88.00 |
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| Steris Shs Usd (STE) | 0.2 | $636k | NEW | 2.9k | 221.13 |
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| Quest Diagnostics Incorporated (DGX) | 0.2 | $631k | -13% | 3.2k | 195.98 |
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| McDonald's Corporation (MCD) | 0.2 | $627k | +119% | 2.0k | 310.79 |
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| Colgate-Palmolive Company (CL) | 0.2 | $627k | NEW | 7.4k | 85.23 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $620k | NEW | 5.2k | 118.63 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $614k | 1.0k | 597.55 |
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| IDEXX Laboratories (IDXX) | 0.1 | $602k | NEW | 1.1k | 561.89 |
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| Cummins (CMI) | 0.1 | $579k | NEW | 1.1k | 538.02 |
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| Live Nation Entertainment (LYV) | 0.1 | $575k | NEW | 3.8k | 152.83 |
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| Martin Marietta Materials (MLM) | 0.1 | $572k | NEW | 972.00 | 588.68 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $571k | +57% | 6.1k | 93.98 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $568k | +15% | 11k | 54.05 |
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| Goldman Sachs (GS) | 0.1 | $558k | -20% | 659.00 | 845.99 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $543k | NEW | 5.3k | 103.43 |
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| Walt Disney Company (DIS) | 0.1 | $541k | +166% | 5.6k | 96.38 |
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| Hca Holdings (HCA) | 0.1 | $533k | +125% | 1.1k | 473.24 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $498k | +24% | 762.00 | 653.21 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $425k | +16% | 6.8k | 62.56 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $420k | 1.2k | 356.59 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $417k | +8% | 4.8k | 86.69 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $416k | 2.8k | 146.28 |
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| Welltower Inc Com reit (WELL) | 0.1 | $359k | -28% | 1.8k | 197.71 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $333k | 5.2k | 63.94 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $305k | NEW | 6.0k | 50.98 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $298k | 3.3k | 90.53 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $278k | +9% | 2.2k | 124.31 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $273k | +23% | 1.3k | 217.25 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $263k | -9% | 2.1k | 128.12 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $244k | 3.5k | 70.27 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $232k | NEW | 927.00 | 250.58 |
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Past Filings by Rothschild Capital Partners
SEC 13F filings are viewable for Rothschild Capital Partners going back to 2012
- Rothschild Capital Partners 2026 Q1 filed May 15, 2026
- Rothschild Capital Partners 2025 Q4 filed Feb. 17, 2026
- Rothschild Capital Partners 2025 Q3 filed Nov. 6, 2025
- Rothschild Capital Partners 2025 Q2 filed July 30, 2025
- Rothschild Capital Partners 2025 Q1 filed May 15, 2025
- Rothschild Capital Partners 2024 Q4 filed Feb. 14, 2025
- Rothschild Capital Partners 2024 Q3 filed Nov. 14, 2024
- Rothschild Capital Partners 2024 Q2 filed Aug. 13, 2024
- Rothschild Capital Partners 2023 Q4 amended filed May 16, 2024
- Rothschild Capital Partners 2023 Q3 filed Nov. 14, 2023
- Rothschild Capital Partners 2023 Q2 filed Aug. 9, 2023
- Rothschild Capital Partners 2023 Q1 filed May 15, 2023
- Rothschild Capital Partners 2022 Q4 filed Feb. 13, 2023
- Rothschild Capital Partners 2022 Q3 filed Nov. 14, 2022
- Rothschild Capital Partners 2022 Q2 filed Aug. 15, 2022
- Rothschild Capital Partners 2022 Q1 filed May 4, 2022