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Home > Institutional Investor > Rothschild Capital Partners, Llc > Profile

Instuitional Investor - Rothschild Capital Partners, Llc

Fund Profile
Filing Period:
Fund Name: Rothschild Capital Partners, Llc
Portfolio Value $412,244,736
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 195,947 $49,069,049 11.9%
2.
Amazon Com Inc
 AMZN 138,729 $30,435,756 7.38%
3.
Jpmorgan Chase & Co
 JPM 110,243 $26,426,350 6.41%
4.
Microsoft Corp
 MSFT 55,960 $23,587,140 5.72%
5.
Alphabet Inc.
 GOOGL 123,419 $23,363,217 5.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)