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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69B
$90.2 Million 0.01% of portfolio
855
Q2 2025 Reduced 3.06%
$0
$82.1 Million 0.01% of portfolio
435
Q1 2025 Reduced 6.65%
$36.2B
$168 Million 0.01% of portfolio
6,467
Q2 2025 Added 3.6%
$18.4B
$116 Million 0.01% of portfolio
1,401
Q2 2025 Added 93.78%
$1.05B
$200 Million 0.01% of portfolio
19,000
Q2 2025 Reduced 2.66%
$22.8B
$108 Million 0.01% of portfolio
1,698
Q2 2025 Added 49.08%
$0
$152 Million 0.01% of portfolio
1,075
Q2 2024 New
$0
$192 Million 0.01% of portfolio
986
Q2 2025 Added 1.44%
$6.77B
$206 Million 0.01% of portfolio
5,595
Q3 2024 Reduced 0.41%
$60B
$212 Million 0.01% of portfolio
403
Q2 2025 Added 0.75%
$12.1B
$156 Million 0.01% of portfolio
17,505
Q2 2025 Added 0.88%
$0
$86.4 Million 0.01% of portfolio
3,717
Q4 2024 Added 101.25%
$0
$143 Million 0.01% of portfolio
2,257
Q3 2024 Reduced 4.65%
$1.53B
$119 Million 0.01% of portfolio
11,010
Q2 2025 Added 6.07%
-
$145 Million 0.01% of portfolio
-
Q2 2024 New
$0
$228 Million 0.01% of portfolio
6,374
Q2 2024 New
$27.2B
$137 Million 0.01% of portfolio
824
Q2 2025 Reduced 0.48%
$5.77B
$102 Million 0.01% of portfolio
1,500
Q1 2024 Reduced 13.04%
$0
$173 Million 0.01% of portfolio
1,844
Q3 2024 Added 1,781.63%
$11.1B
$117 Million 0.01% of portfolio
2,720
Q2 2025 Added 12.16%
$0
$150 Million 0.01% of portfolio
1,396
Q3 2024 New
$4.73B
$227 Million 0.01% of portfolio
7,394
Q2 2025 Added 1.52%
$7.25B
$136 Million 0.01% of portfolio
3,230
Q2 2025 Added 1.0%
$0
$125 Million 0.01% of portfolio
450
Q2 2025 Added 2.04%
$0
$114 Million 0.01% of portfolio
13,104
Q1 2025 Reduced 4.06%
$35.3B
$99.1 Million 0.01% of portfolio
1,232
Q2 2025 Reduced 7.02%
$53.4B
$106 Million 0.01% of portfolio
424
Q2 2025 Added 86.78%
$92.3B
$114 Million 0.01% of portfolio
464
Q2 2025 Added 75.76%
$0
$203 Million 0.01% of portfolio
4,750
Q2 2025 New
$0
$105 Million 0.01% of portfolio
11,000
Q2 2024 New
$0
$227 Million 0.01% of portfolio
40,485
Q2 2024 New
$323B
$163 Million 0.01% of portfolio
203
Q2 2025 Reduced 8.97%
$0
$134 Million 0.01% of portfolio
11,279
Q2 2025 Reduced 90.05%
$4.03B
$102 Million 0.01% of portfolio
918
Q2 2025 Reduced 6.23%
$0
$97.7 Million 0.01% of portfolio
1,042
Q1 2025 Reduced 39.7%
$20.2B
$85.2 Million 0.01% of portfolio
452
Q2 2025 Added 2.03%
$0
$101 Million 0.01% of portfolio
1,750
Q2 2024 New
$0
$87.6 Million 0.01% of portfolio
4,000
Q2 2024 New
-
$225 Million 0.01% of portfolio
-
Q2 2025 Added 256.0%
-
$105 Million 0.01% of portfolio
-
Q2 2024 New
-
$116 Million 0.01% of portfolio
-
Q1 2025 Reduced 22.41%
-
$193 Million 0.01% of portfolio
-
Q2 2024 New
-
$125 Million 0.01% of portfolio
-
Q1 2025 Added 0.22%
$0
$91.2 Million 0.01% of portfolio
5,000
Q2 2024 New
Canadian Pacific Kansas City Com
-
$178 Million 0.01% of portfolio
-
Q1 2025 Reduced 8.84%
$192B
$84.4 Million 0.01% of portfolio
6,150
Q2 2025 Added 1.27%
$0
$236 Million 0.01% of portfolio
2,830
Q2 2025 Added 4.43%
$201B
$178 Million 0.01% of portfolio
1,350
Q2 2024 New
$31.4B
$177 Million 0.01% of portfolio
683
Q2 2025 Added 0.89%

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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