Rothschild Capital Partners, LLC Diversified Active

Location: New York, NY

CIK: 0001569833 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Sep 6, 2018

Total Value: $259M (100.0% shares, 0.0% debt)

Holdings (60)

SPY SPDR S&P 500 ETF TR 16.2%
Value $42.06M Shares 200,800 Est. Cost Unrealized
META FACEBOOK INC 6.0%
Value $15.67M Shares 137,138 Est. Cost $26.68 Unrealized +328.8%
ALPHABET INC CLASS A 4.0%
Value $10.25M Shares 14,575 Est. Cost $779.84 Unrealized
ECL ECOLAB INC 3.8%
Value $9.776M Shares 82,432 Est. Cost $74.10 Unrealized +41.6%
ECL ECOLAB INC 3.5%
Value $9.132M Shares 77,000 Est. Cost $74.10 Unrealized +41.6%
FRCB FIRST REP BK SAN FRANCISCO C 3.2%
Value $8.417M Shares 120,260 Est. Cost $62.30 Unrealized +6.0%
NOC NORTHROP GRUMMAN CORP 3.2%
Value $8.327M Shares 37,462 Est. Cost $166.18 Unrealized +8.4%
AMZN AMAZON COM INC 3.1%
Value $7.99M Shares 11,165 Est. Cost $18.55 Unrealized +82.4%
JPM JPMORGAN CHASE & CO 3.0%
Value $7.803M Shares 125,570 Est. Cost $45.29 Unrealized +6.7%
ULTIMATE SOFTWARE GROUP INC 2.9%
Value $7.545M Shares 35,879 Est. Cost $144.42 Unrealized
PEP PEPSICO, INC. 2.9%
Value $7.406M Shares 69,905 Est. Cost $73.27 Unrealized +5.2%
CRM SALESFORCE COM INC 2.9%
Value $7.389M Shares 93,050 Est. Cost $74.81 Unrealized +3.6%
EPD ENTERPRISE PRODS PARTNERS L 2.6%
Value $6.863M Shares 234,554 Est. Cost $43.35 Unrealized
ST JUDE MED INC 2.5%
Value $6.5M Shares 83,329 Est. Cost $45.97 Unrealized
CMCSA COMCAST CORP NEW 2.4%
Value $6.132M Shares 94,063 Est. Cost $24.58 Unrealized +0.6%
LMT LOCKHEED MARTIN CORP 2.3%
Value $6.035M Shares 24,320 Est. Cost $165.21 Unrealized +10.4%
TJX TJX COS INC NEW 2.2%
Value $5.792M Shares 75,001 Est. Cost $33.26 Unrealized +0.2%
HCA HCA HOLDINGS INC 2.2%
Value $5.729M Shares 74,394 Est. Cost $41.10 Unrealized +78.5%
CIMAREX ENERGY CO 2.2%
Value $5.584M Shares 46,800 Est. Cost $79.82 Unrealized
DXCM DEXCOM INC 2.0%
Value $5.264M Shares 66,359 Est. Cost $5.22 Unrealized +226.1%
AAPL APPLE INC 1.9%
Value $5.024M Shares 52,556 Est. Cost $18.92 Unrealized +19.5%
XYL XYLEM INC 1.9%
Value $4.988M Shares 111,712 Est. Cost $35.42 Unrealized +9.1%
GLD SPDR GOLD TRUST 1.8%
Value $4.679M Shares 37,000 Est. Cost $117.71 Unrealized
XLU SELECT SECTOR SPDR TR 1.7%
Value $4.494M Shares 85,640 Est. Cost $52.48 Unrealized
UHS UNIVERSAL HLTH SVCS INC 1.7%
Value $4.327M Shares 32,265 Est. Cost $126.57 Unrealized 0.0%
ATRC ATRICURE INC 1.3%
Value $3.444M Shares 243,740 Est. Cost $17.87 Unrealized -14.7%
V VISA INC 1.2%
Value $3.236M Shares 43,624 Est. Cost $71.36 Unrealized +2.6%
XLI SELECT SECTOR SPDR TR 1.2%
Value $3.081M Shares 55,000 Est. Cost Unrealized
XME SPDR SERIES TRUST 1.0%
Value $2.624M Shares 107,500 Est. Cost Unrealized
PIONEER NAT RES CO 1.0%
Value $2.583M Shares 17,085 Est. Cost $151.19 Unrealized
ALPHABET INC CLASS C 1.0%
Value $2.471M Shares 3,571 Est. Cost $575.27 Unrealized
PARSLEY ENERGY INC 0.9%
Value $2.427M Shares 89,675 Est. Cost $27.06 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value $2.426M Shares 17,183 Est. Cost $114.17 Unrealized 0.0%
NOBLE ENERGY INC 0.9%
Value $2.401M Shares 66,930 Est. Cost $35.87 Unrealized
DCI DONALDSON INC 0.9%
Value $2.288M Shares 66,579 Est. Cost $29.66 Unrealized -3.7%
XLF SELECT SECTOR SPDR TR 0.9%
Value $2.284M Shares 123,000 Est. Cost Unrealized
EOG EOG RES INC 0.9%
Value $2.273M Shares 27,250 Est. Cost $59.32 Unrealized 0.0%
CNC CENTENE CORP DEL 0.8%
Value $2.141M Shares 30,000 Est. Cost Unrealized
XLV SELECT SECTOR SPDR TR 0.8%
Value $2.032M Shares 28,344 Est. Cost $71.69 Unrealized
NKE NIKE INC 0.7%
Value $1.866M Shares 33,800 Est. Cost Unrealized
XBI SPDR SERIES TRUST 0.6%
Value $1.671M Shares 30,890 Est. Cost $52.37 Unrealized
BUFFALO WILD WINGS INC 0.4%
Value $1.112M Shares 8,000 Est. Cost Unrealized
DIS DISNEY WALT CO 0.4%
Value $978K Shares 10,000 Est. Cost Unrealized
HD HOME DEPOT INC 0.3%
Value $651K Shares 5,100 Est. Cost $72.37 Unrealized +45.1%
NMIH NMI HLDGS INC 0.2%
Value $492K Shares 89,720 Est. Cost $5.61 Unrealized +1.1%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $406K Shares 2,750 Est. Cost $86.34 Unrealized +66.3%
XOM EXXON MOBIL CORP 0.1%
Value $350K Shares 3,735 Est. Cost $53.69 Unrealized +7.8%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $334K Shares 3,888 Est. Cost $86.41 Unrealized 0.0%
DGX QUEST DIAGNOSTICS 0.1%
Value $306K Shares 3,764 Est. Cost $46.22 Unrealized +36.3%
JNJ JOHNSON & JOHNSON 0.1%
Value $302K Shares 2,486 Est. Cost $67.90 Unrealized +28.2%
GW PHARMACENTICALS PLC 0.1%
Value $275K Shares 3,000 Est. Cost $91.67 Unrealized
EEM ISHARES TR 0.1%
Value $267K Shares 7,770 Est. Cost $34.36 Unrealized
INDA ISHARES TR 0.1%
Value $263K Shares 9,410 Est. Cost $27.95 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value $232K Shares 2,729 Est. Cost $56.99 Unrealized +22.3%
PG PROCTER & GAMBLE CO 0.1%
Value $201K Shares 2,377 Est. Cost $63.33 Unrealized 0.0%
UNITED STATES OIL FUND LP 0.1%
Value $139K Shares 12,000 Est. Cost Unrealized
UNITED STATES OIL FUND LP 0.0%
Value $116K Shares 10,000 Est. Cost Unrealized
GPRO GOPRO INC 0.0%
Value $108K Shares 10,000 Est. Cost Unrealized
GLD SPDR GOLD TRUST 0.0%
Value $82,000 Shares 650 Est. Cost $117.71 Unrealized
NGD NEW GOLD INC CDA 0.0%
Value $74,000 Shares 16,800 Est. Cost $2.98 Unrealized +41.8%