Rothschild Investment LLC Portfolio Holdings

Rothschild Investment LLC

  • $1.6 Trillion
  • Q2 2025

Rothschild Investment LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.6 Trillion distributed in 3016 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $68.5B, Apple Inc. with a value of $56.7B, Jpmorgan Chase & CO with a value of $42.6B, Microsoft Corp with a value of $35.1B, and Berkshire Hathaway Inc Class B with a value of $31.1B.

Examining the 13F form we can see an increase of $101B in the current position value, from $1.49T to 1.6T.

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 $1.6 Trillion
ETFs: $324 Billion
Technology: $287 Billion
Financial Services: $240 Billion
Industrials: $142 Billion
Healthcare: $123 Billion
Communication Services: $106 Billion
Consumer Cyclical: $81.6 Billion
Energy: $76.8 Billion
Other: $153 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$111B
$48.8 Million 0.0% of portfolio
3,172
Q2 2025 Added 2.39%
$4.1B
$16.5 Million 0.0% of portfolio
245
Q2 2025 Reduced 39.51%
$2.64B
$4.37 Million 0.0% of portfolio
360
Q2 2025 Added 50.0%
$1.4B
$3.3 Million 0.0% of portfolio
85
Q2 2025 Added 30.77%
$876M
$1.01 Million 0.0% of portfolio
85
Q2 2025 Added 13.33%
$7.32B
$159,000 0.0% of portfolio
5
Q2 2025 New
$1.34B
$1.69 Million 0.0% of portfolio
170
Q2 2025 Reduced 5.56%
$1.96B
$1.09 Million 0.0% of portfolio
190
Q2 2025 Reduced 32.14%
$284M
$691,000 0.0% of portfolio
100
Q2 2025 Reduced 44.44%
$2.68B
$8.21 Million 0.0% of portfolio
110
Q2 2025 Added 46.67%
$14B
$1.66 Million 0.0% of portfolio
8
Q2 2025 Added 14.29%
$4.08B
$15.3 Million 0.0% of portfolio
180
Q2 2025 Added 2.86%
$30.2B
$56.5 Million 0.0% of portfolio
971
Q2 2025 Reduced 6.45%
$535M
$1.51 Million 0.0% of portfolio
60
Q2 2025 Reduced 45.45%
$9.07B
$15.6 Million 0.0% of portfolio
101
Q2 2025 Added 114.89%
$5.93B
$8.24 Million 0.0% of portfolio
80
Q2 2025 Added 45.45%
$4.77B
$9.19 Million 0.0% of portfolio
225
Q2 2025 Added 36.36%
$673M
$2 Million 0.0% of portfolio
20
Q2 2025 Added 33.33%
$14.8B
$28.3 Million 0.0% of portfolio
522
Q2 2025 Reduced 25.11%
$1.21B
$9.16 Million 0.0% of portfolio
1,545
Q2 2025 Reduced 12.96%
$2.07B
$3.32 Million 0.0% of portfolio
40
Q2 2025 Added 33.33%
$2.43B
$4.11 Million 0.0% of portfolio
195
Q2 2025 Added 5.41%
$376M
$1.54 Million 0.0% of portfolio
338
Q2 2025 Added 55.05%
$2.08B
$3.44 Million 0.0% of portfolio
300
Q2 2025 Added 36.36%
$3.35B
$8.58 Million 0.0% of portfolio
190
Q2 2025 Added 137.5%
$508M
$1.33 Million 0.0% of portfolio
125
Q2 2025 Added 31.58%
$48.2B
$2.8 Million 0.0% of portfolio
15
Q1 2025 Reduced 53.13%
$630M
$1.55 Million 0.0% of portfolio
105
Q2 2025 Reduced 22.22%
$949M
$753,000 0.0% of portfolio
25
Q2 2025 New
$833M
$516,000 0.0% of portfolio
10
Q4 2024 Added 100.0%
$3.96B
$3.49 Million 0.0% of portfolio
210
Q2 2025 New
$656M
$254,000 0.0% of portfolio
10
Q2 2025 Added 100.0%
$2.95B
$3.42 Million 0.0% of portfolio
355
Q2 2025 Added 16.39%
$6.9B
$1.5 Million 0.0% of portfolio
65
Q2 2025 Added 1,200.0%
$464M
$1.69 Million 0.0% of portfolio
135
Q1 2025 Added 42.11%
$45.5M
$365,000 0.0% of portfolio
75
Q2 2025 New
$252M
$120,000 0.0% of portfolio
5
Q4 2024 New
$76B
$101,000 0.0% of portfolio
1
Q3 2024 New
$19B
$45.5 Million 0.0% of portfolio
1,772
Q2 2025 Added 2.9%
$708M
$1.62 Million 0.0% of portfolio
320
Q2 2025 Added 3.23%
$2.57B
$3.46 Million 0.0% of portfolio
55
Q2 2025 Reduced 35.29%
$359M
$461,000 0.0% of portfolio
50
Q2 2025 Reduced 54.55%
$2.4B
$6.34 Million 0.0% of portfolio
145
Q2 2025 Added 61.11%
$879M
$5.25 Million 0.0% of portfolio
720
Q2 2025 Added 102.82%
$4.09B
$3.94 Million 0.0% of portfolio
85
Q1 2025 New
$12.9B
$16 Million 0.0% of portfolio
595
Q2 2025 Reduced 16.43%
$4.08B
$8.13 Million 0.0% of portfolio
145
Q2 2025 Reduced 14.71%
$783M
$1.13 Million 0.0% of portfolio
70
Q2 2025 Reduced 46.15%
$30.7B
$2.64 Million 0.0% of portfolio
189
Q2 2025 Reduced 60.29%

Summary

  • Portfolio
  • No. of Stocks 3,016
  • Current Value $1.6 Trillion
  • Prior Value $1.49 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 217 stocks
  • Additional Purchases 1,380 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 858 stocks
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