Rothschild Capital Partners, LLC Diversified Active

Location: New York, NY

CIK: 0001569833 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Sep 6, 2018

Total Value: $223M (100.0% shares, 0.0% debt)

Holdings (67)

META FACEBOOK INC 7.1%
Value $15.88M Shares 139,142 Est. Cost $26.68 Unrealized +292.7%
ALPHABET INC CLASS A 6.3%
Value $14.03M Shares 18,384 Est. Cost $779.84 Unrealized
HCA HCA HOLDINGS INC 4.4%
Value $9.882M Shares 126,608 Est. Cost $41.10 Unrealized +57.9%
XLE SELECT SECTOR SPDR TR 4.2%
Value $9.448M Shares 152,665 Est. Cost $61.89 Unrealized
ECL ECOLAB INC 4.2%
Value $9.32M Shares 83,574 Est. Cost $74.10 Unrealized +28.7%
ECL ECOLAB INC 4.0%
Value $8.844M Shares 79,300 Est. Cost $74.10 Unrealized +28.7%
SBUX STARBUCKS CORP 3.5%
Value $7.728M Shares 129,450 Est. Cost $45.32 Unrealized +4.6%
PEP PEPSICO, INC. 3.2%
Value $7.258M Shares 70,820 Est. Cost $73.27 Unrealized 0.0%
CRM SALESFORCE COM INC 3.1%
Value $6.98M Shares 94,535 Est. Cost $74.81 Unrealized -9.1%
V VISA INC 3.1%
Value $6.858M Shares 89,669 Est. Cost $71.36 Unrealized -5.0%
JPM JPMORGAN CHASE & CO 2.9%
Value $6.508M Shares 109,900 Est. Cost $44.86 Unrealized 0.0%
AAPL APPLE INC 2.8%
Value $6.299M Shares 57,797 Est. Cost $18.92 Unrealized +19.1%
FRCB FIRST REP BK SAN FRANCISCO C 2.6%
Value $5.891M Shares 88,395 Est. Cost $60.95 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 2.5%
Value $5.686M Shares 230,958 Est. Cost $43.57 Unrealized
NOC NORTHROP GRUMMAN CORP 2.4%
Value $5.424M Shares 27,410 Est. Cost $161.05 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 2.4%
Value $5.39M Shares 24,332 Est. Cost $165.21 Unrealized 0.0%
AMZN AMAZON COM INC 2.3%
Value $5.219M Shares 8,791 Est. Cost $14.42 Unrealized +96.8%
ULTIMATE SOFTWARE GROUP INC 2.3%
Value $5.125M Shares 26,486 Est. Cost $121.05 Unrealized
ST JUDE MED INC 2.1%
Value $4.71M Shares 85,630 Est. Cost $45.97 Unrealized
DXCM DEXCOM INC 2.1%
Value $4.626M Shares 68,117 Est. Cost $5.22 Unrealized +219.9%
ATRC ATRICURE INC 2.0%
Value $4.555M Shares 270,641 Est. Cost $17.87 Unrealized -1.5%
AWK AMERICAN WTR WKS CO INC NEW 2.0%
Value $4.524M Shares 65,625 Est. Cost $53.83 Unrealized 0.0%
ORCL ORACLE CORP 2.0%
Value $4.403M Shares 107,630 Est. Cost $31.95 Unrealized 0.0%
HILL ROM HLDGS INC 2.0%
Value $4.385M Shares 87,175 Est. Cost $51.99 Unrealized
SCRIPPS NETWORKS INTERACT IN 1.8%
Value $3.912M Shares 59,725 Est. Cost $65.50 Unrealized
COF CAPITAL ONE FINL CORP 1.7%
Value $3.905M Shares 56,345 Est. Cost $55.37 Unrealized 0.0%
EWQ ISHARES 1.5%
Value $3.368M Shares 139,270 Est. Cost $24.18 Unrealized
CIMAREX ENERGY CO 1.5%
Value $3.31M Shares 34,025 Est. Cost $65.00 Unrealized
IBB ISHARES TR 1.5%
Value $3.275M Shares 12,555 Est. Cost $260.85 Unrealized
ALPHABET INC CLASS C 1.2%
Value $2.756M Shares 3,700 Est. Cost $575.27 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.2%
Value $2.724M Shares 50,365 Est. Cost $30.04 Unrealized 0.0%
XYL XYLEM INC 1.1%
Value $2.463M Shares 60,210 Est. Cost $32.65 Unrealized 0.0%
NEE NEXTERA ENERGY INC 1.0%
Value $2.306M Shares 19,485 Est. Cost $21.80 Unrealized 0.0%
ADSK AUTODESK INC 1.0%
Value $2.303M Shares 39,500 Est. Cost Unrealized
IWM ISHARES TR 1.0%
Value $2.213M Shares 20,000 Est. Cost Unrealized
DCI DONALDSON INC 1.0%
Value $2.197M Shares 68,843 Est. Cost $29.66 Unrealized -15.6%
STZ CONSTELLATION BRANDS INC 0.9%
Value $2.07M Shares 13,700 Est. Cost $124.77 Unrealized 0.0%
MARKET VECTORS ETF TR 0.8%
Value $1.876M Shares 93,957 Est. Cost $19.97 Unrealized
DLR DIGITAL RLTY TR INC 0.7%
Value $1.475M Shares 16,666 Est. Cost $57.33 Unrealized 0.0%
DXCM DEXCOM INC 0.6%
Value $1.385M Shares 20,400 Est. Cost $5.22 Unrealized +219.9%
META FACEBOOK INC 0.6%
Value $1.255M Shares 11,000 Est. Cost $26.68 Unrealized +292.7%
LINKEDIN CORP 0.5%
Value $1.144M Shares 10,000 Est. Cost Unrealized
NORDSTROM INC 0.5%
Value $1.144M Shares 20,000 Est. Cost Unrealized
XBI SPDR SERIES TRUST 0.5%
Value $1.136M Shares 21,985 Est. Cost $51.67 Unrealized
HD HOME DEPOT INC 0.5%
Value $1.107M Shares 8,300 Est. Cost $72.37 Unrealized +35.9%
POWERSHARES QQQ TRUST 0.5%
Value $1.092M Shares 10,000 Est. Cost Unrealized
WYNN WYNN RESORTS LTD 0.4%
Value $934K Shares 10,000 Est. Cost $65.22 Unrealized 0.0%
TIFFANY & CO NEW 0.3%
Value $609K Shares 8,300 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value $424K Shares 6,940 Est. Cost $22.75 Unrealized 0.0%
FITBIT INC 0.2%
Value $401K Shares 26,500 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $389K Shares 2,750 Est. Cost $86.34 Unrealized +50.9%
XOM EXXON MOBIL CORP 0.1%
Value $312K Shares 3,735 Est. Cost $53.69 Unrealized -3.2%
TJX TJX COS INC NEW 0.1%
Value $274K Shares 3,496 Est. Cost $31.61 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value $270K Shares 2,750 Est. Cost $55.87 Unrealized 0.0%
DGX QUEST DIAGNOSTICS 0.1%
Value $269K Shares 3,764 Est. Cost $46.22 Unrealized +19.3%
JNJ JOHNSON & JOHNSON 0.1%
Value $269K Shares 2,486 Est. Cost $67.90 Unrealized +16.0%
ISHARES 0.1%
Value $261K Shares 22,840 Est. Cost $11.43 Unrealized
HOG HARLEY DAVIDSON INC 0.1%
Value $257K Shares 5,000 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $248K Shares 2,700 Est. Cost $72.90 Unrealized -12.9%
NSC NORFOLK SOUTHERN CORP 0.1%
Value $227K Shares 2,729 Est. Cost $56.99 Unrealized +8.0%
ORCL ORACLE CORP 0.1%
Value $225K Shares 5,500 Est. Cost $31.95 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.1%
Value $206K Shares 1,750 Est. Cost $117.71 Unrealized
CELGENE CORP 0.1%
Value $200K Shares 2,000 Est. Cost $113.08 Unrealized
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value $91,000 Shares 10,750 Est. Cost $9.83 Unrealized 0.0%
NGD NEW GOLD INC CDA 0.0%
Value $75,000 Shares 20,000 Est. Cost $2.98 Unrealized 0.0%
NMIH NMI HLDGS INC 0.0%
Value $63,000 Shares 12,500 Est. Cost $5.21 Unrealized 0.0%
AAPL APPLE INC 0.0%
Value $22,000 Shares 200 Est. Cost $18.92 Unrealized +19.1%