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
$563M
$5.56 Million 0.0% of portfolio
290
Q2 2025 New
$15.7B
$330,000 0.0% of portfolio
3
Q1 2025 Reduced 78.57%
$4.74B
$5.46 Million 0.0% of portfolio
465
Q2 2025 Added 10.71%
$49.3B
$31.4 Million 0.0% of portfolio
949
Q2 2025 Reduced 5.29%
$537M
$131,000 0.0% of portfolio
5
Q2 2025 Reduced 80.0%
$1.53B
$4.31 Million 0.0% of portfolio
150
Q2 2025 Added 11.11%
$581M
$42,000 0.0% of portfolio
101
Q2 2024 New
$259M
$975,000 0.0% of portfolio
105
Q2 2025 Reduced 16.0%
$542M
$741,000 0.0% of portfolio
405
Q2 2025 Added 170.0%
$1.33B
$3.39 Million 0.0% of portfolio
35
Q1 2025 Added 40.0%
$7.39B
$9.33 Million 0.0% of portfolio
390
Q2 2025 Added 18.18%
$26.8B
$18.5 Million 0.0% of portfolio
167
Q2 2025 Added 18.44%
$3.32B
$7.43 Million 0.0% of portfolio
220
Q2 2025 Added 83.33%
$1.55B
$1.81 Million 0.0% of portfolio
145
Q2 2025 Reduced 6.45%
$559M
$151,000 0.0% of portfolio
15
Q2 2025 Reduced 40.0%
$14.2B
$55.8 Million 0.0% of portfolio
318
Q2 2025 Reduced 14.75%
$1.63B
$2.05 Million 0.0% of portfolio
190
Q2 2025 Added 35.71%
$1.59B
$3.14 Million 0.0% of portfolio
185
Q2 2025 Added 32.14%
$489M
$988,000 0.0% of portfolio
205
Q2 2025 Added 70.83%
$691M
$1.12 Million 0.0% of portfolio
15
Q1 2025 Added 200.0%
$562M
$1.36 Million 0.0% of portfolio
70
Q2 2025 Reduced 17.65%
$1.7B
$3.3 Million 0.0% of portfolio
17
Q2 2025 Reduced 34.62%
$2.82B
$5.67 Million 0.0% of portfolio
60
Q2 2025 Reduced 7.69%
$2.95B
$3.34 Million 0.0% of portfolio
70
Q1 2025 Added 40.0%
$710M
$1.6 Million 0.0% of portfolio
35
Q2 2025 Added 133.33%
$3.63B
$7.1 Million 0.0% of portfolio
95
Q2 2025 Added 11.76%
$533M
$248,000 0.0% of portfolio
5
Q2 2025 New
$969M
$1.94 Million 0.0% of portfolio
205
Q2 2025 Added 2.5%
$4.82B
$10.8 Million 0.0% of portfolio
115
Q2 2025 Added 15.0%
$3.18B
$11.6 Million 0.0% of portfolio
55
Q2 2025 Added 83.33%
$1.55B
$1.16 Million 0.0% of portfolio
15
Q2 2025 Reduced 72.73%
$3.61B
$3.49 Million 0.0% of portfolio
155
Q2 2025 Reduced 49.18%
$1.36B
$2.02 Million 0.0% of portfolio
55
Q2 2025 Added 37.5%
$4.22B
$7.12 Million 0.0% of portfolio
296
Q2 2025 Reduced 3.27%
$1.33B
$2.6 Million 0.0% of portfolio
30
Q2 2025 Added 50.0%
$0
$4.95 Million 0.0% of portfolio
425
Q2 2025 Reduced 99.31%
$2.48B
$5.63 Million 0.0% of portfolio
61
Q2 2025 Reduced 17.57%
$7.47B
$1.03 Million 0.0% of portfolio
300
Q4 2024 Reduced 40.0%
$22.5M
$7,000 0.0% of portfolio
4
Q3 2024 Reduced 83.33%
$205M
$302,000 0.0% of portfolio
115
Q2 2025 Reduced 8.0%
$8.26B
$571,000 0.0% of portfolio
40
Q2 2025 Added 100.0%
$2.58B
$5.51 Million 0.0% of portfolio
230
Q2 2025 Added 12.2%
$643M
$1.43 Million 0.0% of portfolio
165
Q2 2025 Added 26.92%
$814M
$2.28 Million 0.0% of portfolio
217
Q2 2025 Added 416.67%
$4.65B
$8.55 Million 0.0% of portfolio
145
Q2 2025 Added 141.67%
$361M
$2.02 Million 0.0% of portfolio
275
Q2 2025 Added 292.86%
$439M
$2.54 Million 0.0% of portfolio
580
Q2 2025 Added 1,557.14%
$467M
$5.52 Million 0.0% of portfolio
500
Q2 2025 Reduced 1.96%
$1.55B
$3.45 Million 0.0% of portfolio
385
Q2 2025 Reduced 4.94%

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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