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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Rothschild Capital Partners, LLC INSTITUTION : Rothschild Capital Partners, LLC
Rothschild Capital Partners, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-01-24) --- full portfolio
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 16,540,000 162,382 7.53%
ALPHABET INC CLASS A    (CL A) GOOGL 15,526,000 11,592 7.07%
JPMORGAN CHASE & CO    (COM) JPM 14,257,000 102,272 6.49%
APPLE INC    (COM) AAPL 13,827,000 47,088 6.29%
FACEBOOK INC    (CL A) FB 13,733,000 66,909 6.25%
SPDR GOLD TRUST    (GOLD SHS) GLD 13,702,000 95,888 6.23%
AMAZON COM INC    (COM) AMZN 12,881,000 6,971 5.86%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 11,841,000 188,015 5.39%
ECOLAB INC    (COM) ECL 10,672,000 55,297 4.85%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 7,895,000 86,123 3.59%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 7,121,000 110,205 3.24%
VISA INC    (COM CL A) V 7,072,000 37,638 3.22%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 6,138,000 217,973 2.79%
LOCKHEED MARTIN CORP    (COM) LMT 5,583,000 14,339 2.54%
SELECT SECTOR SPDR TR    (RL EST SEL SEC) 5,575,000 144,180 2.53%
XYLEM INC    (COM) XYL 5,064,000 64,270 2.30%
MICROSOFT CORP    (COM) MSFT 5,049,000 32,019 2.29%
NORTHROP GRUMMAN CORP    (COM) NOC 5,021,000 14,597 2.28%
UNITEDHEALTH GROUP INC    (COM) UNH 4,506,000 15,326 2.05%
FLEX LTD    (ORD) FLEX 4,348,000 344,520 1.97%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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