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
$1.77B
$12.1 Million 0.0% of portfolio
105
Q2 2025 Added 23.53%
$218M
$684,000 0.0% of portfolio
485
Q2 2025 Reduced 28.68%
$882M
$1.25 Million 0.0% of portfolio
45
Q2 2025 Reduced 10.0%
$1.68B
$943,000 0.0% of portfolio
65
Q2 2025 New
$5.15B
$4.6 Million 0.0% of portfolio
185
Q2 2025 Reduced 47.14%
$5.16B
$10.6 Million 0.0% of portfolio
100
Q2 2025 Added 25.0%
$121M
$210,000 0.0% of portfolio
20
Q1 2025 New
$1.51B
$34.7 Million 0.0% of portfolio
4,295
Q2 2025 Added 1.06%
$613M
$863,000 0.0% of portfolio
35
Q2 2025 Reduced 46.15%
$989M
$2.32 Million 0.0% of portfolio
65
Q2 2025 Added 44.44%
$793M
$975,000 0.0% of portfolio
115
Q2 2025 Reduced 63.49%
$10.2B
$34.8 Million 0.0% of portfolio
1,986
Q2 2025 Reduced 20.14%
$7.58B
$406,000 0.0% of portfolio
5
Q2 2025 New
$0
$58,000 0.0% of portfolio
1
Q4 2024 Reduced 99.97%
Amalgamated Financial Corp Com
-
$2.65 Million 0.0% of portfolio
-
Q2 2025 Added 142.86%
$1.66B
$6.02 Million 0.0% of portfolio
170
Q2 2025 Added 6.25%
$378M
$1.92 Million 0.0% of portfolio
535
Q2 2025 Added 160.98%
$16.6B
$51.5 Million 0.0% of portfolio
747
Q2 2025 Added 2.05%
$3.8B
$11.2 Million 0.0% of portfolio
82
Q2 2025 Added 1,540.0%
$343M
$1.43 Million 0.0% of portfolio
220
Q2 2025 Added 29.41%
$477M
$564,000 0.0% of portfolio
20
Q2 2025 Added 100.0%
$675M
$824,000 0.0% of portfolio
30
Q2 2025 Reduced 50.0%
$4.25B
$13.1 Million 0.0% of portfolio
410
Q2 2025 Added 36.67%
$1.04B
$1.96 Million 0.0% of portfolio
420
Q1 2025 Reduced 6.67%
$268M
$273,000 0.0% of portfolio
15
Q2 2025 Reduced 25.0%
$626M
$1.69 Million 0.0% of portfolio
70
Q2 2025 Added 40.0%
$1.29B
$2.08 Million 0.0% of portfolio
125
Q2 2025 Added 108.33%
$17.2B
$14.5 Million 0.0% of portfolio
181
Q2 2025 Reduced 44.48%
$527M
$1.12 Million 0.0% of portfolio
80
Q1 2025 Added 77.78%
$577M
$5.56 Million 0.0% of portfolio
290
Q2 2025 New
$16.3B
$330,000 0.0% of portfolio
3
Q1 2025 Reduced 78.57%
$5.77B
$5.46 Million 0.0% of portfolio
465
Q2 2025 Added 10.71%
$38.6B
$31.4 Million 0.0% of portfolio
949
Q2 2025 Reduced 5.29%
$548M
$131,000 0.0% of portfolio
5
Q2 2025 Reduced 80.0%
$0
$31.6 Million 0.0% of portfolio
468
Q2 2025 New
$10.6B
$54.1 Million 0.0% of portfolio
825
Q2 2024 New
$1.83B
$4.31 Million 0.0% of portfolio
150
Q2 2025 Added 11.11%
$685M
$42,000 0.0% of portfolio
101
Q2 2024 New
$283M
$975,000 0.0% of portfolio
105
Q2 2025 Reduced 16.0%
$689M
$741,000 0.0% of portfolio
405
Q2 2025 Added 170.0%
$1.41B
$3.39 Million 0.0% of portfolio
35
Q1 2025 Added 40.0%
$12.1B
$9.33 Million 0.0% of portfolio
390
Q2 2025 Added 18.18%
$0
$945,000 0.0% of portfolio
19
Q2 2024 New
$26.4B
$18.5 Million 0.0% of portfolio
167
Q2 2025 Added 18.44%
$3.36B
$7.43 Million 0.0% of portfolio
220
Q2 2025 Added 83.33%
$1.67B
$1.81 Million 0.0% of portfolio
145
Q2 2025 Reduced 6.45%
$549M
$151,000 0.0% of portfolio
15
Q2 2025 Reduced 40.0%
$13.5B
$55.8 Million 0.0% of portfolio
318
Q2 2025 Reduced 14.75%
$3.76B
$7.47 Million 0.0% of portfolio
675
Q2 2025 Added 60.71%

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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