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
$3.16B
$5.97 Million 0.0% of portfolio
105
Q2 2025 Added 50.0%
$741M
$2.51 Million 0.0% of portfolio
125
Q2 2025 Added 13.64%
Core Laboratories Inc Com
-
$1.84 Million 0.0% of portfolio
-
Q2 2025 Reduced 34.69%
$10.3B
$4.07 Million 0.0% of portfolio
75
Q2 2025 Reduced 1.32%
$1.05B
$1.66 Million 0.0% of portfolio
110
Q2 2025 Reduced 4.35%
$4.77B
$3.25 Million 0.0% of portfolio
60
Q2 2025 Added 100.0%
$38.4B
$69.3 Million 0.0% of portfolio
1,410
Q2 2025 Added 9.05%
$3.82B
$4.53 Million 0.0% of portfolio
210
Q2 2025 Reduced 4.55%
$7.6B
$12 Million 0.0% of portfolio
49
Q2 2025 Added 104.17%
$4.56B
$9.04 Million 0.0% of portfolio
145
Q2 2025 Added 38.1%
$7.91B
$531,000 0.0% of portfolio
5
Q2 2025 New
$3.4B
$3.41 Million 0.0% of portfolio
26
Q2 2025 Added 36.84%
$4.5B
$507,000 0.0% of portfolio
5
Q2 2025 New
$435M
$2.38 Million 0.0% of portfolio
120
Q2 2025 Added 41.18%
$6.96B
$447,000 0.0% of portfolio
2
Q2 2025 New
$12.6B
$220,000 0.0% of portfolio
5
Q2 2025 New
$826M
$2.2 Million 0.0% of portfolio
50
Q2 2025 Added 233.33%
$6.99B
$1.23 Million 0.0% of portfolio
20
Q2 2025 New
$7.35B
$29.6 Million 0.0% of portfolio
565
Q2 2025 Added 32.94%
$2.32B
$8.26 Million 0.0% of portfolio
240
Q2 2025 Added 700.0%
$1.7B
$1.3 Million 0.0% of portfolio
40
Q2 2025 Added 14.29%
$3.25B
$9.83 Million 0.0% of portfolio
545
Q2 2025 Added 87.93%
$0
$34.9 Million 0.0% of portfolio
6,000
Q2 2024 New
$19.6B
$78 Million 0.0% of portfolio
193
Q2 2025 Reduced 12.27%
$5.98B
$11.2 Million 0.0% of portfolio
73
Q2 2025 Added 32.73%
$5.52B
$9.87 Million 0.0% of portfolio
100
Q2 2025 Added 33.33%
$5.42B
$4.52 Million 0.0% of portfolio
105
Q2 2025 Reduced 46.15%
$4.7B
$67.9 Million 0.0% of portfolio
726
Q2 2025 Added 13.44%
$1.51B
$6.22 Million 0.0% of portfolio
135
Q2 2025 Reduced 30.77%
$2.22B
$1.36 Million 0.0% of portfolio
90
Q2 2025 Added 100.0%
$1.18B
$5.85 Million 0.0% of portfolio
175
Q2 2025 Added 1,066.67%
$6.34B
$808,000 0.0% of portfolio
7
Q3 2024 New
$4.35B
$5.39 Million 0.0% of portfolio
39
Q2 2025 Reduced 4.88%
$769M
$512,000 0.0% of portfolio
15
Q2 2025 Reduced 40.0%
$1.75B
$3.79 Million 0.0% of portfolio
315
Q2 2025 Added 36.96%
$527M
$1.61 Million 0.0% of portfolio
70
Q2 2025 Added 40.0%
$3.75B
$4.11 Million 0.0% of portfolio
60
Q2 2025 Reduced 7.69%
$19.3B
$663,000 0.0% of portfolio
10
Q2 2025 New
$1.69B
$4.71 Million 0.0% of portfolio
205
Q2 2025 Added 127.78%
$756M
$962,000 0.0% of portfolio
50
Q2 2025 Reduced 50.0%
$2.98B
$3.18 Million 0.0% of portfolio
70
Q2 2025 Added 100.0%
$0
$32.5 Million 0.0% of portfolio
301
Q4 2024 Added 0.33%
$359M
$1.86 Million 0.0% of portfolio
155
Q2 2025 Added 72.22%
$454M
$1.78 Million 0.0% of portfolio
40
Q2 2025 Added 100.0%
$2.06B
$1.65 Million 0.0% of portfolio
30
Q2 2025 Reduced 25.0%
$7.65B
$2.58 Million 0.0% of portfolio
26
Q2 2025 Added 420.0%
$573M
$1.38 Million 0.0% of portfolio
95
Q2 2025 Reduced 24.0%
$2.01B
$6.1 Million 0.0% of portfolio
215
Q2 2025 Added 152.94%
$899M
$2.4 Million 0.0% of portfolio
80
Q2 2025 Added 45.45%

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
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email