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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$68.5 Billion 4.29% of portfolio
433,565
Q2 2025 Reduced 3.47%
$3.69T
$56.7 Billion 3.55% of portfolio
276,346
Q2 2025 Reduced 4.6%
$859B
$42.6 Billion 2.67% of portfolio
147,034
Q2 2025 Reduced 1.42%
$3.95T
$35.1 Billion 2.2% of portfolio
70,504
Q2 2025 Added 0.92%
$621B
$31.1 Billion 1.95% of portfolio
63,955
Q2 2025 Added 0.76%
$1.21T
$31.1 Billion 1.95% of portfolio
176,283
Q2 2025 Reduced 0.91%
$123B
$29.7 Billion 1.86% of portfolio
198,697
Q2 2025 Added 0.98%
$2.26T
$24.4 Billion 1.53% of portfolio
111,002
Q2 2025 Added 3.04%
$1.78T
$22.7 Billion 1.42% of portfolio
30,730
Q2 2025 Added 0.7%
$439B
$22 Billion 1.38% of portfolio
22,223
Q2 2025 Reduced 8.55%
$351B
$19 Billion 1.19% of portfolio
102,094
Q2 2025 Reduced 2.03%
$302B
$19 Billion 1.19% of portfolio
132,502
Q2 2025 Reduced 1.95%
$684B
$18.7 Billion 1.17% of portfolio
85,738
Q2 2025 Added 0.81%
$1.24T
$18.2 Billion 1.14% of portfolio
102,745
Q2 2025 Added 0.29%
$152B
$16.7 Billion 1.05% of portfolio
59,803
Q2 2025 Reduced 1.88%
$52.5B
$15.8 Billion 0.99% of portfolio
77,442
Q2 2025 Reduced 7.55%
$452B
$15 Billion 0.94% of portfolio
97,916
Q2 2025 Reduced 4.06%
$545B
$14.7 Billion 0.92% of portfolio
11,013
Q2 2025 Reduced 0.51%
$146B
$14.1 Billion 0.88% of portfolio
60,527
Q2 2025 Added 0.75%
$48.7B
$14 Billion 0.88% of portfolio
80,355
Q2 2025 Added 2.27%
$86.2B
$13.9 Billion 0.87% of portfolio
47,489
Q2 2025 Reduced 1.75%
$80B
$12.6 Billion 0.79% of portfolio
50,826
Q2 2025 Reduced 2.89%
$306B
$12.2 Billion 0.76% of portfolio
47,305
Q2 2025 Added 2.63%
$127B
$11.6 Billion 0.73% of portfolio
42,262
Q2 2025 Reduced 5.24%
$142B
$11.5 Billion 0.72% of portfolio
29,104
Q2 2025 Reduced 4.31%
$59.7B
$11.3 Billion 0.71% of portfolio
132,235
Q2 2025 Added 0.03%
$551B
$10.9 Billion 0.69% of portfolio
30,802
Q2 2025 Added 1.52%
$218B
$10.8 Billion 0.68% of portfolio
27,891
Q2 2025 Added 6.71%
$187B
$10.7 Billion 0.67% of portfolio
26,330
Q2 2025 Reduced 2.8%
$293B
$10.6 Billion 0.66% of portfolio
152,235
Q2 2025 Added 0.16%
$405B
$9.96 Billion 0.62% of portfolio
27,156
Q2 2025 Reduced 1.0%
$173B
$9.96 Billion 0.62% of portfolio
62,563
Q2 2025 Reduced 0.58%
$102B
$9.08 Billion 0.57% of portfolio
98,839
Q2 2025 Reduced 2.13%
$26.4B
$8.66 Billion 0.54% of portfolio
37,155
Q2 2025 Reduced 0.35%
$135B
$8.61 Billion 0.54% of portfolio
37,438
Q2 2025 Reduced 4.99%
$72.7B
$8.51 Billion 0.53% of portfolio
31,947
Q2 2025 Reduced 3.64%
$182B
$8.37 Billion 0.52% of portfolio
193,423
Q2 2025 Reduced 2.64%
$608B
$8.27 Billion 0.52% of portfolio
10,607
Q2 2025 Added 2.07%
$281B
$8.35 Billion 0.52% of portfolio
85,407
Q2 2025 Reduced 0.37%
$49.2B
$7.1 Billion 0.44% of portfolio
24,199
Q2 2025 Reduced 2.68%
$222B
$6.91 Billion 0.43% of portfolio
23,662
Q2 2025 Reduced 2.57%
$68.2B
$6.77 Billion 0.42% of portfolio
218,452
Q2 2025 Reduced 2.72%
$203B
$6.72 Billion 0.42% of portfolio
84,850
Q2 2025 Reduced 4.92%
$86.8B
$6.58 Billion 0.41% of portfolio
46,356
Q2 2025 Reduced 10.75%
$381B
$6.34 Billion 0.4% of portfolio
133,981
Q2 2025 Added 3.17%
$210B
$6.44 Billion 0.4% of portfolio
21,849
Q2 2025 Added 0.74%
$145B
$6.18 Billion 0.39% of portfolio
17,302
Q2 2025 Added 13.14%
$111B
$6.11 Billion 0.38% of portfolio
18,926
Q2 2025 Added 14.68%
$66.3B
$5.78 Billion 0.36% of portfolio
74,672
Q2 2025 Added 7.48%

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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