Rothschild Capital Partners, LLC holds a focused book of 88 stocks worth $405.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Proshares Short S&P500 and trimmed Apple Inc. Their largest long position is Apple Inc at 9% of the equity book. They also disclosed $1.9M in put options (a bearish bet), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1569833/holdings"
Use Arkolith to show Rothschild Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $35.7M | 140.8K | 8.8% | ▼−3.6% Reduced · −5K sh | |
| 2 | Alphabet Inc CAP STK CL A | $31.0M | 107.7K | 7.6% | ▼−2.9% Reduced · −3K sh | |
| 3 | JPMorgan Chase & Co COM | $30.3M | 103.1K | 7.5% | ▲+0.9% Added · +923 sh | |
| 4 | SPDR Gold TR GOLD SHS | $29.9M | 69.6K | 7.4% | ▲+0.1% Added · +60 sh | |
| 5 | Amazon Com Inc COM | $27.0M | 129.7K | 6.7% | ▼−0.7% Reduced · −922 sh | |
| 6 | Select Sector SPDR TR STATE STREET HEA | $25.1M | 171.0K | 6.2% | ▼−14% Reduced · −27K sh | |
| 7 | Vaneck ETF Trust SEMICONDUCTR ETF | $20.1M | 52.5K | 5.0% | ▲+9.8% Added · +5K sh | |
| 8 | Microsoft Corp COM | $18.6M | 50.2K | 4.6% | ▼−3.3% Reduced · −2K sh | |
| 9 | Select Sector SPDR TR STATE STREET CON | $13.9M | 169.8K | 3.4% | ▼−12% Reduced · −23K sh | |
| 10 | Ecolab Inc COM | $13.6M | 51.2K | 3.4% | ▲+5.5% Added · +3K sh | |
| 11 | Select Sector SPDR TR STATE STREET IND | $11.2M | 69.5K | 2.8% | ▼−43% Reduced · −52K sh | |
| 12 | Invesco Exchange Traded FD T S&P500 EQL WGT | $10.9M | 56.8K | 2.7% | ▲+50% Added · +19K sh | |
| 13 | Visa Inc COM CL A | $10.5M | 34.7K | 2.6% | ▼−6.8% Reduced · −3K sh | |
| 14 | Alphabet Inc CAP STK CL C | $10.3M | 35.9K | 2.5% | —Held | |
| 15 | Select Sector SPDR TR STATE STREET TEC | $9.7M | 73.1K | 2.4% | ▼−49% Reduced · −69K sh | |
| 16 | Proshares TR SHORT S&P 500 NE | $9.4M | 249.0K | 2.3% | ▲New New position | |
| 17 | Select Sector SPDR TR STATE STREET UTI | $8.9M | 193.5K | 2.2% | ▼−20% Reduced · −47K sh | |
| 18 | Enterprise Prods Partners L COM | $8.8M | 233.1K | 2.2% | ▲+7.7% Added · +17K sh | |
| 19 | Ishares TR MSCI ACWI ETF | $7.2M | 51.9K | 1.8% | —Held | |
| 20 | Vanguard BD Index FDS TOTAL BND MRKT | $6.9M | 94.4K | 1.7% | ▼−11% Reduced · −11K sh | |
| 21 | Select Sector SPDR TR STATE STREET REA | $4.0M | 96.9K | 1.0% | ▼−6.0% Reduced · −6K sh | |
| 22 | Ishares TR CORE S&P MCP ETF | $3.8M | 56.0K | 0.9% | ▲+726% Added · +49K sh | |
| 23 | Nvidia Corporation COM | $3.6M | 20.6K | 0.9% | ▼−23% Reduced · −6K sh | |
| 24 | Donaldson Inc COM | $3.5M | 41.1K | 0.9% | —Held | |
| 25 | Select Sector SPDR TR STATE STREET ENE | $3.2M | 52.5K | 0.8% | ▼−33% Reduced · −25K sh | |
| 26 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.6M | 41.0K | 0.6% | ▲+5.6% Added · +2K sh | |
| 27 | Walmart Inc COM | $2.6M | 21.1K | 0.6% | ▲+33% Added · +5K sh | |
| 28 | Ishares TR RUSSELL 2000 ETF | $1.6M | 6.4K | 0.4% | ▲New New position | |
| 29 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $1.4M | 29.2K | 0.3% | ▲New New position | |
| 30 | Ross Stores Inc COM | $1.4M | 6.2K | 0.3% | ▲New New position | |
| 31 | Meta Platforms Inc CL A | $1.3M | 2.2K | 0.3% | —Held | |
| 32 | Vanguard Scottsdale FDS SHORT TERM TREAS | $1.3M | 21.8K | 0.3% | ▲+19% Added · +3K sh | |
| 33 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $1.3M | 16.1K | 0.3% | ▲+23% Added · +3K sh | |
| 34 | Johnson & Johnson COM | $1.3M | 5.2K | 0.3% | ▲+128% Added · +3K sh | |
| 35 | Global X FDS US INFR DEV ETF | $1.2M | 24.4K | 0.3% | ▲New New position | |
| 36 | Broadcom Inc COM | $1.1M | 3.7K | 0.3% | ▼−34% Reduced · −2K sh | |
| 37 | Netflix Inc. COM | $1.1M | 11.5K | 0.3% | ▼−18% Reduced · −3K sh | |
| 38 | Exxon Mobil Corp COM | $1.1M | 6.3K | 0.3% | ▲+13% Added · +728 sh | |
| 39 | Berkshire Hathaway Inc Del CL B NEW | $937K | 2.0K | 0.2% | ▼−41% Reduced · −1K sh | |
| 40 | Servicenow Inc COM | $926K | 8.9K | 0.2% | ▲New New position | |
| 41 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $905K | 1.5K | 0.2% | ▲+0.8% Added · +11 sh | |
| 42 | State STR SPDR S&P 500 ETF T TR UNIT | $872K | 1.3K | 0.2% | ▲+0.2% Added · +3 sh | |
| 43 | Tema ETF Trust ELECTRIFICATION | $839K | 24.5K | 0.2% | ▲New New position | |
| 44 | Vanguard Index FDS VALUE ETF | $806K | 4.1K | 0.2% | ▲+12% Added · +434 sh | |
| 45 | RTX Corporation COM | $789K | 4.1K | 0.2% | ▲+104% Added · +2K sh | |
| 46 | Chevron Corporation COM | $780K | 3.8K | 0.2% | ▲New New position | |
| 47 | Eli Lilly & Co COM | $770K | 837 | 0.2% | ▼−45% Reduced · −677 sh | |
| 48 | Ishares TR EXPANDED TECH | $751K | 9.4K | 0.2% | ▲New New position | |
| 49 | Ishares TR INTL TREA BD ETF | $751K | 18.3K | 0.2% | ▲+18% Added · +3K sh | |
| 50 | Akamai Technologies Inc COM | $747K | 6.5K | 0.2% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | NVIDIA CORPNVDA | $1.7M | 10K |
| PUT · bearish | PALANTIR TECHNOLOGIES INC-APLTR | $205K | 1K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.