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
$1.37B
$1.38 Million 0.0% of portfolio
90
Q2 2025 Reduced 72.73%
$3.11B
$8.48 Million 0.0% of portfolio
55
Q2 2025 Added 10.0%
$20.5B
$20.2 Million 0.0% of portfolio
564
Q2 2025 Reduced 1.05%
$17.6B
$1.17 Million 0.0% of portfolio
15
Q2 2025 Reduced 28.57%
$2.27B
$5.37 Million 0.0% of portfolio
650
Q2 2025 Added 32.65%
$604M
$1.12 Million 0.0% of portfolio
90
Q2 2025 Reduced 35.71%
$4.17B
$11 Million 0.0% of portfolio
82
Q2 2025 Added 22.39%
$173M
$366,000 0.0% of portfolio
105
Q2 2025 Reduced 22.22%
$272M
$98,000 0.0% of portfolio
79
Q2 2025 Reduced 90.69%
$233B
$66.5 Million 0.0% of portfolio
952
Q2 2025 Added 0.63%
$488M
$457,000 0.0% of portfolio
35
Q2 2025 Reduced 63.16%
$4.65B
$9.06 Million 0.0% of portfolio
400
Q2 2025 Added 25.0%
$112B
$21.3 Million 0.0% of portfolio
1,409
Q2 2025 Reduced 8.63%
$3.17B
$2.9 Million 0.0% of portfolio
350
Q2 2025 Reduced 5.41%
$666M
$1.06 Million 0.0% of portfolio
70
Q2 2025 Added 180.0%
$672M
$542,000 0.0% of portfolio
10
Q1 2025 Added 100.0%
$436M
$1.34 Million 0.0% of portfolio
135
Q2 2025 Added 17.39%
$346M
$1.84 Million 0.0% of portfolio
185
Q2 2025 Added 640.0%
$1.02B
$1.71 Million 0.0% of portfolio
145
Q2 2025 Added 70.59%
$15.3B
$41.5 Million 0.0% of portfolio
435
Q2 2025 Added 2.11%
$278M
$1.55 Million 0.0% of portfolio
105
Q2 2025 Added 110.0%
$836M
$1.38 Million 0.0% of portfolio
195
Q2 2025 Reduced 7.14%
$2.51B
$3.22 Million 0.0% of portfolio
170
Q2 2025 Reduced 26.09%
$1.51B
$1.24 Million 0.0% of portfolio
20
Q2 2025 Reduced 42.86%
$8.53B
$1.52 Million 0.0% of portfolio
113
Q2 2025 Added 494.74%
$1.93B
$16.9 Million 0.0% of portfolio
1,065
Q2 2025 Added 0.95%
$2.54B
$7.33 Million 0.0% of portfolio
500
Q2 2024 New
$4.3B
$10.8 Million 0.0% of portfolio
584
Q2 2025 Added 23.21%
$3.2B
$10.9 Million 0.0% of portfolio
1,298
Q2 2025 Added 5.7%
$1.13B
$4.2 Million 0.0% of portfolio
200
Q2 2025 Added 233.33%
$17.7B
$955,000 0.0% of portfolio
25
Q2 2025 New
$14B
$3.76 Million 0.0% of portfolio
24
Q2 2025 Added 26.32%
$957M
$1.22 Million 0.0% of portfolio
25
Q2 2025 Reduced 16.67%
$839M
$1 Million 0.0% of portfolio
50
Q1 2025 Added 42.86%
$4.04B
$24.7 Million 0.0% of portfolio
580
Q1 2024 Added 16.0%
$983M
$2.52 Million 0.0% of portfolio
65
Q2 2025 Added 333.33%
$38.1B
$40 Million 0.0% of portfolio
230
Q2 2025 Added 7.98%
$533M
$3.75 Million 0.0% of portfolio
330
Q2 2025 Added 1,220.0%
$230M
$469,000 0.0% of portfolio
35
Q2 2025 New
$2.23B
$8 Million 0.0% of portfolio
150
Q2 2025 Added 36.36%
$1.79B
$2.24 Million 0.0% of portfolio
180
Q2 2025 New
-
$27.1 Million 0.0% of portfolio
-
Q4 2024 New
$334M
$204,000 0.0% of portfolio
10
Q2 2025 Reduced 81.82%
$680M
$1.68 Million 0.0% of portfolio
420
Q2 2025 Added 52.73%
$17.5B
$12.5 Million 0.0% of portfolio
139
Q2 2025 Reduced 14.72%
$7.28B
$13 Million 0.0% of portfolio
300
Q2 2025 Added 20.0%
$151M
$292,000 0.0% of portfolio
15
Q1 2025 New
$410M
$581,000 0.0% of portfolio
90
Q2 2025 Reduced 64.71%
$458M
$504,000 0.0% of portfolio
15
Q2 2025 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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