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
$0
$60.9 Million 0.0% of portfolio
1,120
Q3 2024 New
$137B
$32.7 Million 0.0% of portfolio
681
Q2 2025 Reduced 47.82%
$10.2B
$879,000 0.0% of portfolio
10
Q2 2025 Reduced 61.54%
$1.32B
$1.2 Million 0.0% of portfolio
60
Q2 2025 Reduced 29.41%
$5.51B
$6.64 Million 0.0% of portfolio
105
Q2 2025 Added 16.67%
$31.7B
$65.8 Million 0.0% of portfolio
2,019
Q2 2025 Added 0.3%
$3.14B
$5.02 Million 0.0% of portfolio
150
Q2 2025 Added 15.38%
$449M
$752,000 0.0% of portfolio
35
Q2 2025 Reduced 56.25%
$38.4B
$62.7 Million 0.0% of portfolio
209
Q2 2025 Added 2.96%
$40.5B
$43.5 Million 0.0% of portfolio
179
Q2 2025 Reduced 2.19%
$56.5M
$66,000 0.0% of portfolio
15
Q3 2024 Reduced 50.0%
$16.7B
$73.1 Million 0.0% of portfolio
4,195
Q2 2025 Reduced 7.5%
$1.91B
$23.3 Million 0.0% of portfolio
2,064
Q2 2025 Added 8.98%
$1.33B
$1.75 Million 0.0% of portfolio
30
Q1 2025 Added 100.0%
$130B
$57.6 Million 0.0% of portfolio
1,216
Q2 2025 Added 8.96%
$97.8B
$14.9 Million 0.0% of portfolio
93
Q2 2025 Reduced 18.42%
$1.82B
$3.91 Million 0.0% of portfolio
170
Q2 2025 Added 21.43%
$3.13B
$754,000 0.0% of portfolio
25
Q2 2025 New
$2.64B
$9.8 Million 0.0% of portfolio
625
Q2 2025 Added 48.81%
$10.2B
$1.64 Million 0.0% of portfolio
30
Q2 2025 Added 50.0%
$5.02B
$8.99 Million 0.0% of portfolio
128
Q2 2025 Added 88.24%
$127M
$714,000 0.0% of portfolio
150
Q2 2025 Added 150.0%
$6.28B
$15.8 Million 0.0% of portfolio
740
Q2 2025 Added 20.33%
$4.62B
$8.89 Million 0.0% of portfolio
32
Q2 2025 Reduced 5.88%
$800M
$2.1 Million 0.0% of portfolio
30
Q2 2025 Added 20.0%
$11.9B
$1.34 Million 0.0% of portfolio
37
Q2 2025 Reduced 21.28%
$1.65B
$4.95 Million 0.0% of portfolio
95
Q2 2025 Added 533.33%
$34.5B
$42.4 Million 0.0% of portfolio
269
Q2 2025 Added 85.52%
$4.16B
$5.79 Million 0.0% of portfolio
80
Q2 2025 Added 33.33%
$413M
$666,000 0.0% of portfolio
180
Q2 2025 Added 9.09%
$1.43B
$2.82 Million 0.0% of portfolio
135
Q2 2025 Added 50.0%
$5.34B
$9.67 Million 0.0% of portfolio
130
Q2 2025 Added 36.84%
$321M
$1.11 Million 0.0% of portfolio
70
Q2 2025 Added 133.33%
$5.53B
$29.1 Million 0.0% of portfolio
277
Q2 2025 Added 2.21%
$24.4B
$26.4 Million 0.0% of portfolio
110
Q2 2025 Added 4.76%
$7.92B
$274,000 0.0% of portfolio
1
Q2 2025 New
$674M
$3.15 Million 0.0% of portfolio
815
Q2 2025 Added 87.36%
$9.05B
$787,000 0.0% of portfolio
12
Q2 2025 Reduced 88.0%
$5.08B
$871,000 0.0% of portfolio
10
Q2 2024 New
$7.38B
$1.09 Million 0.0% of portfolio
30
Q2 2025 Reduced 25.0%
$4.09B
$7.51 Million 0.0% of portfolio
1,714
Q2 2025 Reduced 15.36%
$176M
$466,000 0.0% of portfolio
70
Q2 2025 Reduced 66.67%
$23.2B
$8.48 Million 0.0% of portfolio
55
Q2 2025 Reduced 8.33%
$1.77B
$4.55 Million 0.0% of portfolio
325
Q2 2025 Added 400.0%
$1.38B
$3.63 Million 0.0% of portfolio
360
Q2 2025 Added 5.88%
$1.29B
$3.1 Million 0.0% of portfolio
310
Q2 2025 Added 113.79%
$11.6B
$901,000 0.0% of portfolio
5
Q2 2025 New
$523M
$936,000 0.0% of portfolio
55
Q2 2025 Reduced 47.62%
$5.61B
$2.01 Million 0.0% of portfolio
17
Q2 2025 Added 54.55%

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