Sign In
test

Michael J. Levenson

Rothschild Capital Partners, Llc

Assets Managed
$407.664M
Holdings
88
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
-4.19%(2Q avg: -1.84%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rothschild Capital Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Rothschild Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 407.664M in assets, with a quarterly growth rate of -4.19% and a 2-quarter average growth rate of -1.84%. The portfolio is managed by Michael J. Levenson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -3.6%
8.77%
$35.74M
140,826 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.9%
7.6%
$30.976M
107,719 shares@ $287.57 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.91%
7.44%
$30.326M
103,093 shares@ $294.17 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 0.09%
7.35%
$29.934M
69,567 shares@ $430.3 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.7%
6.63%
$27.017M
129,720 shares@ $208.28 avg price
XLV
Health Care Select Sector
Recent Activity
Decreased -13.69%
6.15%
$25.071M
171,004 shares@ $146.62 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Increased 9.81%
4.95%
$20.141M
52,533 shares@ $383.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.28%
4.56%
$18.58M
50,194 shares@ $370.18 avg price
XLP
Consumer Staples Spdr
Recent Activity
Decreased -12.09%
3.42%
$13.916M
169,753 shares@ $81.99 avg price
ECL
Ecolab Inc
Recent Activity
Increased 5.53%
3.34%
$13.607M
51,152 shares@ $266.03 avg price

1-10 of 88