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
$607M
$1.08 Million 0.0% of portfolio
135
Q2 2025 Reduced 35.71%
$242M
$765,000 0.0% of portfolio
255
Q2 2025 Added 292.31%
$722M
$1.28 Million 0.0% of portfolio
60
Q2 2025 Added 500.0%
$4.62B
$417,000 0.0% of portfolio
3
Q2 2025 New
Praxis Precision Medicines Inc Com New
-
$2.1 Million 0.0% of portfolio
-
Q2 2025 Added 900.0%
$1.32B
$2.43 Million 0.0% of portfolio
60
Q2 2025 Reduced 14.29%
$2.81B
$5.19 Million 0.0% of portfolio
80
Q2 2025 Added 77.78%
$11.3B
$1.14 Million 0.0% of portfolio
15
Q2 2025 New
$1.52B
$2.65 Million 0.0% of portfolio
70
Q2 2025 Reduced 26.32%
$2.83B
$2.64 Million 0.0% of portfolio
185
Q2 2025 Reduced 50.0%
$3.61B
$7.29 Million 0.0% of portfolio
160
Q2 2025 Added 23.08%
$6.13B
$10.7 Million 0.0% of portfolio
375
Q2 2025 Added 22.95%
$696M
$589,000 0.0% of portfolio
95
Q2 2025 Added 137.5%
$14.8B
$57.6 Million 0.0% of portfolio
338
Q2 2025 Added 22.46%
$1.85B
$4.78 Million 0.0% of portfolio
115
Q2 2025 Added 109.09%
$1.34B
$2.82 Million 0.0% of portfolio
90
Q2 2025 Added 12.5%
$2.25B
$2.81 Million 0.0% of portfolio
410
Q2 2025 Reduced 6.82%
$4.54B
$7.62 Million 0.0% of portfolio
170
Q2 2025 Added 13.33%
Oakmark U.S. Large Cap ETF
-
$51.4 Million 0.0% of portfolio
-
Q4 2024 New
Root Inc Cl A New
-
$1.92 Million 0.0% of portfolio
-
Q2 2025 Added 50.0%
$967M
$590,000 0.0% of portfolio
25
Q2 2025 Reduced 44.44%
$1.91B
$3.9 Million 0.0% of portfolio
210
Q2 2025 Added 2.44%
$1.14B
$1.42 Million 0.0% of portfolio
30
Q2 2025 Reduced 45.45%
$5.7B
$1.37 Million 0.0% of portfolio
40
Q2 2025 Added 700.0%
$605M
$231,000 0.0% of portfolio
175
Q2 2025 Added 84.21%
$261M
$306,000 0.0% of portfolio
85
Q2 2025 New
$4B
$9.36 Million 0.0% of portfolio
205
Q2 2025 Added 583.33%
$428M
$4.79 Million 0.0% of portfolio
551
Q2 2025 Reduced 24.1%
$394M
$597,000 0.0% of portfolio
45
Q2 2025 Reduced 78.05%
$1.21B
$770,000 0.0% of portfolio
20
Q2 2025 Added 33.33%
Atlassian Corporation Cl A
-
$41.6 Million 0.0% of portfolio
-
Q2 2025 Reduced 0.97%
$779M
$642,000 0.0% of portfolio
25
Q2 2025 Reduced 44.44%
$508M
$2.74 Million 0.0% of portfolio
535
Q2 2025 New
$1.51B
$2.96 Million 0.0% of portfolio
200
Q2 2025 Added 33.33%
$0
$15.5 Million 0.0% of portfolio
530
Q2 2025 New
Pdd Holdings Inc 0 12/01/2025
-
$973,000 0.0% of portfolio
-
Q2 2024 New
$314M
$959,000 0.0% of portfolio
225
Q2 2025 Added 1,025.0%
$1.15B
$2.48 Million 0.0% of portfolio
110
Q2 2025 Added 69.23%
$2.41B
$1.56 Million 0.0% of portfolio
135
Q2 2025 Added 200.0%
$351M
$1.86 Million 0.0% of portfolio
770
Q2 2025 Added 396.77%
$21.5B
$9.44 Million 0.0% of portfolio
57
Q2 2025 Added 29.55%
$996M
$1.27 Million 0.0% of portfolio
20
Q1 2025 Added 100.0%
$21.2B
$22.5 Million 0.0% of portfolio
1,235
Q2 2025 Added 6.01%
$2.79B
$264,000 0.0% of portfolio
5
Q1 2025 New
Exact Sciences Corp 0.375 03/01/2028
-
$912,000 0.0% of portfolio
-
Q2 2024 New
$8.39B
$1.04 Million 0.0% of portfolio
10
Q2 2025 Added 100.0%
$4.07B
$2.1 Million 0.0% of portfolio
55
Q2 2025 Added 37.5%
$257M
$155,000 0.0% of portfolio
65
Q2 2025 Added 8.33%
$1.47B
$1.56 Million 0.0% of portfolio
45
Q4 2024 Added 28.57%

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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