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
$95.5B
$8.24 Million 0.0% of portfolio
88
Q2 2025 Added 120.0%
$6.08B
$244,000 0.0% of portfolio
5
Q2 2025 Reduced 50.0%
$203M
$195,000 0.0% of portfolio
15
Q2 2025 Reduced 78.57%
$3.29B
$6.1 Million 0.0% of portfolio
80
Q2 2025 Added 45.45%
$5.79B
$1.22 Million 0.0% of portfolio
130
Q2 2025 Reduced 74.71%
$1.8B
$2.41 Million 0.0% of portfolio
130
Q2 2025 Added 116.67%
$1.19B
$2.51 Million 0.0% of portfolio
305
Q2 2025 Added 35.56%
$6.51B
$809,000 0.0% of portfolio
27
Q2 2025 Reduced 48.08%
$17.5B
$53.4 Million 0.0% of portfolio
227
Q2 2025 Reduced 0.44%
$2.39B
$1.73 Million 0.0% of portfolio
405
Q2 2025 Added 350.0%
$174M
$1.32 Million 0.0% of portfolio
235
Q2 2025 Added 88.0%
$317M
$182,000 0.0% of portfolio
5
Q2 2025 New
$5.59B
$525,000 0.0% of portfolio
11
Q2 2025 Added 1,000.0%
$247M
$131,000 0.0% of portfolio
10
Q2 2024 New
$185M
$282,000 0.0% of portfolio
135
Q2 2025 Added 8.0%
$1.17B
$3.25 Million 0.0% of portfolio
680
Q2 2025 Added 106.06%
$596M
$897,000 0.0% of portfolio
55
Q2 2025 Added 37.5%
$101M
$616,000 0.0% of portfolio
115
Q2 2025 Reduced 25.81%
$1.99B
$5.71 Million 0.0% of portfolio
195
Q2 2025 Added 18.18%
$1.72B
$5.47 Million 0.0% of portfolio
95
Q2 2025 Added 18.75%
$445M
$526,000 0.0% of portfolio
55
Q2 2025 Added 1,000.0%
$6.14B
$4.09 Million 0.0% of portfolio
110
Q2 2025 Added 83.33%
$1.31B
$2 Million 0.0% of portfolio
50
Q2 2025 Added 66.67%
$2.34B
$3.51 Million 0.0% of portfolio
160
Q2 2025 Added 23.08%
$14.2B
$5.98 Million 0.0% of portfolio
135
Q2 2025 New
$1.83B
$5.14 Million 0.0% of portfolio
345
Q1 2025 Added 109.09%
$2.35B
$6.56 Million 0.0% of portfolio
180
Q2 2025 Added 16.13%
$3.26B
$4.22 Million 0.0% of portfolio
225
Q2 2025 Reduced 2.17%
$1.09B
$7.24 Million 0.0% of portfolio
330
Q2 2025 Added 17.86%
$529M
$2.65 Million 0.0% of portfolio
185
Q2 2025 Added 27.59%
$1.95B
$2.05 Million 0.0% of portfolio
41
Q2 2025 Reduced 42.25%
$2.18B
$1.71 Million 0.0% of portfolio
50
Q2 2025 Reduced 47.37%
$8.15B
$394,000 0.0% of portfolio
35
Q2 2025 Added 250.0%
$1.05B
$1.12 Million 0.0% of portfolio
70
Q2 2025 Reduced 33.33%
$744M
$2.48 Million 0.0% of portfolio
200
Q2 2025 Added 2.56%
$526M
$1.34 Million 0.0% of portfolio
130
Q2 2025 Reduced 10.34%
$8.05B
$7.13 Million 0.0% of portfolio
195
Q2 2025 Added 21.88%
$5.35B
$7.13 Million 0.0% of portfolio
235
Q2 2025 Added 23.68%
$509M
$5.24 Million 0.0% of portfolio
227
Q2 2025 Added 18.23%
$920M
$6.1 Million 0.0% of portfolio
571
Q2 2025 Reduced 16.15%
$1.96B
$4.6 Million 0.0% of portfolio
470
Q2 2025 Added 67.86%
$3.41B
$1.35 Million 0.0% of portfolio
30
Q1 2025 Added 100.0%
$8.78B
$1.14 Million 0.0% of portfolio
12
Q2 2025 Added 71.43%
$8.78B
$2.01 Million 0.0% of portfolio
14
Q2 2025 Added 366.67%
$1.06B
$3.6 Million 0.0% of portfolio
550
Q2 2025 Reduced 13.39%
$351M
$875,000 0.0% of portfolio
75
Q2 2025 Reduced 34.78%
$1.8B
$2.71 Million 0.0% of portfolio
75
Q2 2025 Added 15.38%
$503M
$2.2 Million 0.0% of portfolio
215
Q2 2025 Added 258.33%
$605M
$1.42 Million 0.0% of portfolio
60
Q2 2025 Reduced 20.0%

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
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email