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
$28.9B
$15.7 Million 0.0% of portfolio
641
Q2 2025 Reduced 56.16%
$1.54B
$44.5 Million 0.0% of portfolio
1,125
Q2 2025 Added 45.16%
$4.71B
$15 Million 0.0% of portfolio
160
Q2 2025 Added 33.33%
$542M
$2.15 Million 0.0% of portfolio
590
Q2 2025 Added 461.9%
$1.27B
$3.19 Million 0.0% of portfolio
165
Q2 2025 Added 73.68%
$4.35B
$2.57 Million 0.0% of portfolio
30
Q2 2025 Reduced 60.0%
$229M
$304,000 0.0% of portfolio
155
Q2 2025 Reduced 48.33%
$1.79B
$2.11 Million 0.0% of portfolio
85
Q2 2025 Reduced 19.05%
$4.29B
$34.9 Million 0.0% of portfolio
477
Q2 2025 Reduced 1.04%
$46.6B
$47.6 Million 0.0% of portfolio
1,241
Q2 2025 Added 66.58%
Outfront Media Inc Com New
-
$3.38 Million 0.0% of portfolio
-
Q2 2025 Reduced 3.72%
Ralliant Corp Com
-
$15.8 Million 0.0% of portfolio
-
Q2 2025 New
$0
$43.8 Million 0.0% of portfolio
538
Q2 2025 Reduced 3.58%
$0
$40.7 Million 0.0% of portfolio
1,002
Q2 2024 New
$17.1B
$30.1 Million 0.0% of portfolio
448
Q2 2025 Reduced 41.36%
$3.17B
$6.51 Million 0.0% of portfolio
270
Q2 2025 Added 10.2%
$439M
$268,000 0.0% of portfolio
25
Q2 2025 New
$14.3B
$1.47 Million 0.0% of portfolio
6
Q2 2025 Added 500.0%
$669M
$1.46 Million 0.0% of portfolio
45
Q2 2025 Added 28.57%
$13.4B
$77.3 Million 0.0% of portfolio
334
Q2 2025 Reduced 2.91%
$289M
$2.22 Million 0.0% of portfolio
415
Q2 2025 Added 315.0%
$16B
$3.41 Million 0.0% of portfolio
61
Q1 2025 Added 96.77%
$614M
$2.68 Million 0.0% of portfolio
848
Q2 2025 Added 46.71%
$0
$539,000 0.0% of portfolio
2
Q2 2024 New
$2.89B
$1.11 Million 0.0% of portfolio
70
Q2 2025 Reduced 50.0%
$1.81B
$3.71 Million 0.0% of portfolio
140
Q2 2025 New
$1.79B
$2.61 Million 0.0% of portfolio
185
Q2 2025 Reduced 33.93%
$1.91B
$2.59 Million 0.0% of portfolio
90
Q2 2025 Added 1,700.0%
$35B
$34.2 Million 0.0% of portfolio
140
Q1 2025 Reduced 50.88%
Innovex International Inc Com
-
$1.17 Million 0.0% of portfolio
-
Q2 2025 Reduced 11.76%
$10.5B
$6.83 Million 0.0% of portfolio
120
Q2 2025 New
$15B
$256,000 0.0% of portfolio
1
Q2 2025 Reduced 50.0%
$948M
$2.87 Million 0.0% of portfolio
221
Q2 2025 Added 156.98%
$31.4B
$2.94 Million 0.0% of portfolio
17
Q2 2025 Reduced 10.53%
$1.27B
$1.59 Million 0.0% of portfolio
65
Q2 2025 Reduced 13.33%
$477M
$2.08 Million 0.0% of portfolio
110
Q2 2025 Reduced 31.25%
Qiagen Nv Com Shs
-
$3.03 Million 0.0% of portfolio
-
Q2 2025 Added 85.29%
$705M
$2.08 Million 0.0% of portfolio
352
Q2 2025 Added 74.26%
$269M
$15.2 Million 0.0% of portfolio
2,537
Q2 2024 New
$8.74B
$16.4 Million 0.0% of portfolio
316
Q2 2025 Added 4.98%
$1.26B
$1.92 Million 0.0% of portfolio
55
Q1 2025 Added 37.5%
$0
$3.67 Million 0.0% of portfolio
150
Q2 2024 New
$653M
$249,000 0.0% of portfolio
10
Q2 2025 New
$1.69B
$5.07 Million 0.0% of portfolio
342
Q2 2025 Added 28.09%
$955M
$1.49 Million 0.0% of portfolio
135
Q2 2025 Added 22.73%
$3.32B
$50.8 Million 0.0% of portfolio
1,661
Q2 2025 Added 3.75%
$69.7B
$476,000 0.0% of portfolio
4
Q2 2025 New
$24.5B
$18.6 Million 0.0% of portfolio
84
Q2 2025 Reduced 6.67%
$0
$14.2 Million 0.0% of portfolio
150
Q3 2024 New

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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