Rothschild Investment LLC Portfolio Holdings

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025

Rothschild Investment LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.77 Trillion distributed in 3135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $79.2B, Apple Inc. with a value of $66.9B, Jpmorgan Chase & CO with a value of $45.8B, Alphabet Inc. with a value of $42.5B, and Microsoft Corp with a value of $36.5B.

Examining the 13F form we can see an increase of $176B in the current position value, from $1.6T to 1.77T.

Rothschild Investment LLC is based out at Chicago, IL

Below you can find more details about Rothschild Investment LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.77 Trillion
ETFs: $354 Billion
Technology: $332 Billion
Financial Services: $250 Billion
Industrials: $161 Billion
Healthcare: $142 Billion
Communication Services: $121 Billion
Consumer Cyclical: $96.3 Billion
Energy: $84.6 Billion
Other: $158 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$79.2 Billion 4.47% of portfolio
424,484
Q3 2025 Reduced 2.09%
$4.3T
$66.9 Billion 3.78% of portfolio
262,927
Q3 2025 Reduced 4.86%
$881B
$45.8 Billion 2.59% of portfolio
145,306
Q3 2025 Reduced 1.18%
$1.65T
$42.5 Billion 2.4% of portfolio
174,783
Q3 2025 Reduced 0.85%
$3.78T
$36.5 Billion 2.06% of portfolio
70,430
Q3 2025 Reduced 0.1%
$98.1B
$34 Billion 1.92% of portfolio
199,208
Q3 2025 Added 0.26%
$662B
$32.3 Billion 1.82% of portfolio
64,243
Q3 2025 Added 0.45%
$2.39T
$24.4 Billion 1.38% of portfolio
111,178
Q3 2025 Added 0.16%
$414B
$23.6 Billion 1.33% of portfolio
101,801
Q3 2025 Reduced 0.29%
$1.74T
$23.4 Billion 1.32% of portfolio
96,080
Q3 2025 Reduced 6.49%
$1.37T
$22.2 Billion 1.25% of portfolio
30,220
Q3 2025 Reduced 1.66%
$593B
$21.4 Billion 1.21% of portfolio
75,956
Q3 2025 Reduced 11.41%
$303B
$20.6 Billion 1.16% of portfolio
132,821
Q3 2025 Added 0.24%
$404B
$20.2 Billion 1.14% of portfolio
21,786
Q3 2025 Reduced 1.97%
$522B
$18.2 Billion 1.03% of portfolio
97,975
Q3 2025 Added 0.06%
$94.5B
$16.6 Billion 0.94% of portfolio
48,602
Q3 2025 Added 2.34%
$490B
$16.2 Billion 0.92% of portfolio
143,897
Q3 2025 Reduced 0.75%
$61.4B
$15.8 Billion 0.89% of portfolio
77,614
Q3 2025 Added 0.22%
$328B
$14.4 Billion 0.81% of portfolio
47,807
Q3 2025 Added 1.06%
$45.5B
$13.9 Billion 0.79% of portfolio
80,663
Q3 2025 Added 0.38%
$139B
$13.8 Billion 0.78% of portfolio
41,902
Q3 2025 Reduced 0.85%
$74.9B
$13.1 Billion 0.74% of portfolio
50,182
Q3 2025 Reduced 1.27%
$291B
$13.1 Billion 0.74% of portfolio
27,384
Q3 2025 Reduced 1.82%
$49.1B
$13 Billion 0.73% of portfolio
10,823
Q3 2025 Reduced 1.73%
$132B
$13 Billion 0.73% of portfolio
61,764
Q3 2025 Added 2.04%
$222B
$12.6 Billion 0.71% of portfolio
25,939
Q3 2025 Reduced 1.48%
$79.2B
$11.3 Billion 0.64% of portfolio
161,772
Q3 2025 Added 110.07%
$367B
$11.2 Billion 0.63% of portfolio
27,583
Q3 2025 Added 1.57%
$533B
$10.6 Billion 0.6% of portfolio
31,054
Q3 2025 Added 0.82%
$136B
$10.7 Billion 0.6% of portfolio
28,911
Q3 2025 Reduced 0.66%
$187B
$10.6 Billion 0.6% of portfolio
63,549
Q3 2025 Added 1.58%
$319B
$10.5 Billion 0.59% of portfolio
153,114
Q3 2025 Added 0.58%
$59.1B
$10.4 Billion 0.59% of portfolio
132,685
Q3 2025 Added 0.34%
$279B
$9.54 Billion 0.54% of portfolio
92,603
Q3 2025 Added 8.43%
$98.6B
$9.33 Billion 0.53% of portfolio
98,435
Q3 2025 Reduced 0.41%
$27.4B
$9.09 Billion 0.51% of portfolio
37,078
Q3 2025 Reduced 0.21%
$136B
$8.95 Billion 0.51% of portfolio
37,873
Q3 2025 Added 1.16%
$172B
$8.26 Billion 0.47% of portfolio
187,850
Q3 2025 Reduced 2.88%
$72.9B
$8.03 Billion 0.45% of portfolio
30,944
Q3 2025 Reduced 3.14%
$971B
$7.73 Billion 0.44% of portfolio
10,125
Q3 2025 Reduced 4.54%
$48.1B
$7.36 Billion 0.42% of portfolio
25,488
Q3 2025 Added 5.33%
$235B
$7.29 Billion 0.41% of portfolio
86,900
Q3 2025 Added 2.42%
$224B
$7.04 Billion 0.4% of portfolio
23,176
Q3 2025 Reduced 2.05%
$70.2B
$6.83 Billion 0.39% of portfolio
218,302
Q3 2025 Reduced 0.07%
$413B
$6.96 Billion 0.39% of portfolio
134,852
Q3 2025 Added 0.65%
$140B
$6.99 Billion 0.39% of portfolio
18,664
Q3 2025 Added 7.87%
$388B
$6.81 Billion 0.38% of portfolio
42,062
Q3 2025 Added 3.36%
$73.7B
$6.43 Billion 0.36% of portfolio
76,476
Q3 2025 Added 2.42%
$111B
$6.42 Billion 0.36% of portfolio
19,520
Q3 2025 Added 3.14%

Summary

  • Portfolio
  • No. of Stocks 3,135
  • Current Value $1.77 Trillion
  • Prior Value $1.6 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 264 stocks
  • Additional Purchases 1,174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,071 stocks
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