Rothschild Capital Partners, LLC
Rothschild Capital Partners, LLC reported 90 holdings worth US$467M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Rothschild Capital Partners, LLC reported 90 holdings worth US$467M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Jp Morgan Chase & Co. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 90
- Value as reported
- US$467M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 145K | US$51.8M | 11.1% |
| Apple Inc | 141K | US$40.9M | 8.8% |
| Jp Morgan Chase & Co. | 104K | US$34M | 7.3% |
| Amazon.com, Inc. | 128K | US$30.4M | 6.5% |
| Microsoft Corp. | 48,932 | US$18.3M | 3.9% |
| Ecolab Inc. | 51,152 | US$14.3M | 3.1% |
| Visa Inc. | 34,744 | US$11.9M | 2.6% |
| Enterprise Products Partners L.p. | 234K | US$8.59M | 1.8% |
| Nvidia Corporation | 21,152 | US$4.23M | 0.91% |
| Donaldson Company, Inc. | 41,137 | US$3.69M | 0.79% |
| Tesla, Inc. | 7,986 | US$3.36M | 0.72% |
| Walmart Inc. | 21,110 | US$2.39M | 0.51% |
| Broadcom Inc. | 3,766 | US$1.42M | 0.30% |
| Johnson & Johnson | 5,271 | US$1.34M | 0.29% |
| Ross Stores, Inc. | 6,250 | US$1.33M | 0.29% |
| Eli Lilly And Company | 1,030 | US$1.24M | 0.26% |
| Caterpillar, Inc. | 996 | US$1.06M | 0.23% |
| Cisco Systems, Inc. | 8,497 | US$998K | 0.21% |
| Unitedhealth Group Incorporated | 2,400 | US$998K | 0.21% |
| The Bank Of New York Mellon Corporation | 6,819 | US$986K | 0.21% |
| Berkshire Hathaway Inc. | 1,961 | US$981K | 0.21% |
| Exxon Mobil Corporation | 6,822 | US$933K | 0.20% |
| Meta Platforms, Inc. | 1,402 | US$790K | 0.17% |
| Rtx Corporation | 4,095 | US$777K | 0.17% |
| Cummins Inc. | 1,076 | US$767K | 0.16% |
| Deere & Company | 1,199 | US$761K | 0.16% |
| Coca-cola Company (the) | 8,701 | US$707K | 0.15% |
| Quest Diagnostics Incorporated | 3,223 | US$683K | 0.15% |
| Colgate-palmolive Company | 7,354 | US$674K | 0.14% |
| Goldman Sachs Group, Inc. (the) | 660 | US$668K | 0.14% |
| Halliburton Company | 18,653 | US$633K | 0.14% |
| Chevron Corporation | 3,769 | US$625K | 0.13% |
| Tjx Companies, Inc. (the) | 3,903 | US$591K | 0.13% |
| Idexx Laboratories, Inc. | 1,071 | US$564K | 0.12% |
| Charles Schwab Corporation (the) | 6,077 | US$561K | 0.12% |
| Martin Marietta Materials, Inc. | 972 | US$561K | 0.12% |
| Mcdonald's Corporation | 2,070 | US$560K | 0.12% |
| Walt Disney Company (the) | 5,614 | US$540K | 0.12% |
| Welltower Inc. | 1,820 | US$413K | 0.09% |
| Netflix, Inc. | 5,671 | US$405K | 0.09% |
| Vertiv Holdings, Llc | 927 | US$310K | 0.07% |
| Ge Vernova Inc. | 172 | US$202K | 0.04% |
| Akamai Technologies, Inc. | 0 | US$0 | 0.00% |
| Hca Healthcare, Inc. | 0 | US$0 | 0.00% |
| Live Nation Entertainment, Inc. | 0 | US$0 | 0.00% |
| Mckesson Corporation | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Thermo Fisher Scientific Inc | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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