Rothschild Capital Partners, LLC - Portfolio overview

Rothschild Capital Partners, LLC has 120 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 8.52%
2. GOOGL - ALPHABET INC, 7.38%
3. JPM - JPMORGAN CHASE & CO, 7.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.