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
$2.38B
$3.82 Million 0.0% of portfolio
75
Q1 2025 Added 66.67%
$14.4B
$15.4 Million 0.0% of portfolio
746
Q2 2025 Added 9.22%
$1.46B
$3.27 Million 0.0% of portfolio
115
Q2 2025 Added 76.92%
$1.03B
$1.98 Million 0.0% of portfolio
55
Q2 2025 Added 120.0%
$509M
$1.74 Million 0.0% of portfolio
85
Q2 2025 Added 325.0%
$164M
$471,000 0.0% of portfolio
125
Q2 2025 Added 25.0%
$1.47B
$1.31 Million 0.0% of portfolio
265
Q2 2025 Added 96.3%
$13.4B
$607,000 0.0% of portfolio
11
Q2 2025 Reduced 31.25%
$690M
$2.58 Million 0.0% of portfolio
30
Q2 2025 Added 20.0%
$514M
$728,000 0.0% of portfolio
100
Q2 2025 New
$1.06B
$2.45 Million 0.0% of portfolio
360
Q2 2025 Added 1.41%
$1.32B
$911,000 0.0% of portfolio
100
Q2 2025 Added 25.0%
$4.43B
$5.43 Million 0.0% of portfolio
70
Q2 2025 Reduced 12.5%
$35.1B
$71 Million 0.0% of portfolio
339
Q2 2025 Added 10.06%
$10.8B
$54.6 Million 0.0% of portfolio
740
Q2 2025 Added 85.0%
$11.8B
$45,000 0.0% of portfolio
1
Q2 2024 New
$1.49B
$1.47 Million 0.0% of portfolio
141
Q2 2025 Reduced 26.18%
$1.17B
$6.91 Million 0.0% of portfolio
350
Q2 2025 Added 400.0%
$246M
$1.51 Million 0.0% of portfolio
50
Q2 2025 New
$1.23B
$3.07 Million 0.0% of portfolio
265
Q2 2025 Added 2,550.0%
$2.93B
$6.11 Million 0.0% of portfolio
130
Q2 2025 Added 18.18%
$3.41B
$879,000 0.0% of portfolio
45
Q2 2025 Added 80.0%
$37.5B
$10.6 Million 0.0% of portfolio
79
Q2 2025 Added 3.95%
$2.55B
$27.1 Million 0.0% of portfolio
3,900
Q2 2025 Added 5.83%
$792M
$2.39 Million 0.0% of portfolio
80
Q2 2025 Added 23.08%
$428M
$1.53 Million 0.0% of portfolio
150
Q2 2025 Reduced 16.67%
$0
$41,000 0.0% of portfolio
6
Q1 2024 Reduced 97.39%
$723M
$2.21 Million 0.0% of portfolio
75
Q2 2025 Reduced 6.25%
$5.25B
$3.97 Million 0.0% of portfolio
75
Q2 2025 Reduced 48.28%
$24.3B
$36.2 Million 0.0% of portfolio
229
Q2 2025 Added 6.51%
$4.76B
$20.4 Million 0.0% of portfolio
1,639
Q2 2025 Added 9.78%
$2.89B
$10.1 Million 0.0% of portfolio
285
Q2 2025 Added 200.0%
$728M
$630,000 0.0% of portfolio
25
Q4 2024 New
$348M
$488,000 0.0% of portfolio
70
Q2 2025 Reduced 46.15%
$420M
$1.66 Million 0.0% of portfolio
115
Q2 2025 New
$1.75B
$684,000 0.0% of portfolio
25
Q2 2025 Reduced 77.27%
$2.41B
$5.99 Million 0.0% of portfolio
140
Q2 2025 Added 16.67%
$572M
$2.44 Million 0.0% of portfolio
480
Q2 2025 Added 166.67%
$2.01B
$2.53 Million 0.0% of portfolio
115
Q2 2025 Reduced 17.86%
$103M
$1,000 0.0% of portfolio
1
Q2 2025 Reduced 99.17%
$410M
$1.55 Million 0.0% of portfolio
650
Q2 2025 Added 188.89%
$15.6B
$1.39 Million 0.0% of portfolio
11
Q2 2025 Added 450.0%
$1.29B
$5.03 Million 0.0% of portfolio
310
Q2 2025 Added 933.33%
$1.28B
$2.22 Million 0.0% of portfolio
235
Q2 2025 Added 62.07%
$420M
$3.34 Million 0.0% of portfolio
340
Q2 2025 Added 78.95%
$17B
$2.74 Million 0.0% of portfolio
42
Q1 2025 Reduced 38.24%
$12.7B
$20.6 Million 0.0% of portfolio
70
Q2 2025 Added 32.08%
$2.3B
$6.32 Million 0.0% of portfolio
165
Q2 2025 Added 57.14%
$620M
$1.45 Million 0.0% of portfolio
45
Q2 2025 Reduced 25.0%

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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