$212 Million is the total value of Rothschild Capital Partners, LLC's 43 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | ALMOST FAMILY INCput | $0 | – | -100,000 | -100.0% | -0.01% | – | |
| Exit | ALMOST FAMILY INCcall | $0 | – | -68,400 | -100.0% | -0.03% | – | |
| EWM | Exit | ISHARES INCmsci malaysia | $0 | – | -10,000 | -100.0% | -0.09% | – |
| PG | Exit | PROCTER & GAMBLE CO | $0 | – | -2,723 | -100.0% | -0.12% | – |
| Exit | HEALTH MGMT ASSOC INC NEWcall | $0 | – | -140,000 | -100.0% | -0.14% | – | |
| ROCM | Exit | ROCHESTER MED CORP | $0 | – | -99,400 | -100.0% | -0.82% | – |
| CYH | Exit | COMMUNITY HEALTH SYS INC NEW | $0 | – | -34,975 | -100.0% | -0.91% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -152,092 | -100.0% | -2.93% | – |
| BRCM | Exit | BROADCOM CORPcl a | $0 | – | -195,180 | -100.0% | -3.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 12.4% |
| AMAZON COM INC | 42 | Q3 2023 | 8.7% |
| ECOLAB INC | 42 | Q3 2023 | 6.1% |
| ENTERPRISE PRODS PARTNERS L | 42 | Q3 2023 | 4.7% |
| DONALDSON INC | 42 | Q3 2023 | 4.3% |
| QUEST DIAGNOSTICS INC | 41 | Q3 2023 | 0.2% |
| META PLATFORMS INC | 35 | Q4 2021 | 11.5% |
| NORFOLK SOUTHERN CORP | 32 | Q2 2021 | 0.3% |
| JPMORGAN CHASE & CO | 31 | Q3 2023 | 6.5% |
| VISA INC | 31 | Q3 2023 | 3.4% |
View Rothschild Capital Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-05-16 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-04 |
View Rothschild Capital Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.