Long-term investor
Rothschild Capital Partners, LLC @rothschildcapitalpartner
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001569833).
Record
- Tracked since 2025-06-30 (434 days), 123 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months +6.6% · 1 year +16.0% · all +16.0%
- Max drawdown -3.7% · Sharpe 0.86 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.8% · long · since 2025-06-30
- GOOGL · 8.4% · long · since 2025-06-30
- SMH · 7.4% · long · since 2025-06-30
- JPM · 7.3% · long · since 2025-06-30
- AMZN · 6.5% · long · since 2025-06-30
- XLV · 5.7% · long · since 2025-06-30
- GLD · 5.5% · long · since 2025-06-30
- MSFT · 3.9% · long · since 2025-06-30
- XLK · 3.1% · long · since 2025-06-30
- ECL · 3.1% · long · since 2025-06-30
- XLP · 3.0% · long · since 2025-06-30
- XLI · 2.8% · long · since 2025-06-30