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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.4B
$44 Million 0.0% of portfolio
654
Q3 2025 Added 59.9%
$231M
$542,000 0.0% of portfolio
25
Q3 2025 Reduced 44.44%
$612M
$643,000 0.0% of portfolio
10
Q2 2025 Added 100.0%
$448M
$924,000 0.0% of portfolio
17
Q3 2025 New
$940M
$1.46 Million 0.0% of portfolio
95
Q3 2025 Added 72.73%
$0
$12.9 Million 0.0% of portfolio
152
Q2 2024 New
$1.13B
$678,000 0.0% of portfolio
90
Q3 2025 Reduced 64.71%
$3.47B
$11.6 Million 0.0% of portfolio
152
Q3 2025 Added 78.82%
$5.3B
$962,000 0.0% of portfolio
9
Q3 2025 New
$50B
$64.1 Million 0.0% of portfolio
1,192
Q3 2025 Added 46.62%
$0
$3.33 Million 0.0% of portfolio
69
Q3 2025 Reduced 56.05%
$22.8B
$46.9 Million 0.0% of portfolio
387
Q3 2025 Added 1.57%
$8.13B
$57.6 Million 0.0% of portfolio
686
Q3 2025 New
$3.14B
$17.1 Million 0.0% of portfolio
300
Q4 2024 New
$2.13B
$3.75 Million 0.0% of portfolio
185
Q3 2025 Added 27.59%
$2.03B
$7.29 Million 0.0% of portfolio
137
Q3 2025 Added 4.58%
$408M
$51.6 Million 0.0% of portfolio
7,000
Q2 2024 New
$23.5B
$11.7 Million 0.0% of portfolio
20
Q3 2025 Added 42.86%
$391M
$2.35 Million 0.0% of portfolio
388
Q3 2025 Added 31.53%
$3.45B
$9.24 Million 0.0% of portfolio
108
Q3 2025 Added 2.86%
Spyre Therapeutics Inc Com New
-
$1.34 Million 0.0% of portfolio
-
Q3 2025 Reduced 42.86%
$6.9B
$23.6 Million 0.0% of portfolio
597
Q3 2025 Added 4,875.0%
$1.01B
$7.45 Million 0.0% of portfolio
1,542
Q3 2025 Added 2.12%
$14.5B
$2.56 Million 0.0% of portfolio
24
Q2 2025 Added 71.43%
$2.16B
$2.16 Million 0.0% of portfolio
230
Q3 2025 Reduced 19.3%
$2.72B
$5.42 Million 0.0% of portfolio
185
Q3 2025 Reduced 21.28%
Amplify ETF Tr Altrntv Harv ETF
-
$2.65 Million 0.0% of portfolio
-
Q1 2025 New
Atlanta Braves Hldgs Inc Com Ser C
-
$3.33 Million 0.0% of portfolio
-
Q3 2025 Reduced 33.33%
$4.34B
$4.89 Million 0.0% of portfolio
205
Q3 2025 Reduced 22.64%
Atlanta Braves Hldgs Inc Com Ser A
-
$455,000 0.0% of portfolio
-
Q3 2024 New
$510M
$602,000 0.0% of portfolio
20
Q3 2025 Reduced 33.33%
$0
$14.6 Million 0.0% of portfolio
100
Q2 2024 New
$85.6B
$5.7 Million 0.0% of portfolio
450
Q3 2025 New
$1.64B
$2.29 Million 0.0% of portfolio
215
Q3 2025 Reduced 12.24%
$831M
$1.52 Million 0.0% of portfolio
485
Q2 2025 Reduced 7.62%
$1.71B
$2.38 Million 0.0% of portfolio
20
Q3 2025 Reduced 20.0%
$0
$24.7 Million 0.0% of portfolio
2,389
Q2 2025 Reduced 98.54%
$0
$8.81 Million 0.0% of portfolio
150
Q1 2025 Reduced 77.78%
$1.1B
$3.61 Million 0.0% of portfolio
75
Q3 2025 Reduced 6.25%
$0
$20.5 Million 0.0% of portfolio
1,961
Q3 2025 Reduced 97.28%
$1.5B
$40 Million 0.0% of portfolio
3,275
Q3 2025 Added 1,264.58%
$661M
$3.28 Million 0.0% of portfolio
190
Q3 2025 Reduced 20.83%
$410M
$366,000 0.0% of portfolio
5
Q3 2025 Reduced 66.67%
$12.4B
$8.95 Million 0.0% of portfolio
55
Q3 2025 Added 685.71%
$22.8B
$28.7 Million 0.0% of portfolio
273
Q3 2025 Reduced 3.87%
$0
$18.5 Million 0.0% of portfolio
375
Q1 2025 Reduced 44.44%
$1.78B
$2.47 Million 0.0% of portfolio
25
Q3 2025 Reduced 16.67%
$1.88B
$4.42 Million 0.0% of portfolio
80
Q3 2025 Reduced 23.81%
$145M
$788,000 0.0% of portfolio
110
Q2 2025 New

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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