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
$171M
$155,000 0.0% of portfolio
65
Q2 2025 Added 8.33%
$1.46B
$1.56 Million 0.0% of portfolio
45
Q4 2024 Added 28.57%
$1.78B
$4.91 Million 0.0% of portfolio
200
Q2 2025 Added 37.93%
$356M
$2.05 Million 0.0% of portfolio
165
Q2 2025 Added 312.5%
$48.5B
$68.4 Million 0.0% of portfolio
517
Q2 2025 Reduced 4.44%
$28.2B
$3.91 Million 0.0% of portfolio
2
Q2 2024 New
$16.8B
$347,000 0.0% of portfolio
1
Q1 2025 New
$6.21B
$1.81 Million 0.0% of portfolio
50
Q2 2025 Added 4.17%
$5.16B
$11 Million 0.0% of portfolio
170
Q2 2025 Added 25.93%
$4.46B
$8.83 Million 0.0% of portfolio
410
Q2 2025 Added 78.26%
$8.31B
$39.2 Million 0.0% of portfolio
761
Q2 2025 Reduced 4.16%
$2.12B
$1.65 Million 0.0% of portfolio
30
Q2 2025 Reduced 25.0%
$6.39B
$6.05 Million 0.0% of portfolio
275
Q2 2025 New
$847M
$37.4 Million 0.0% of portfolio
622
Q2 2025 Reduced 1.58%
$602M
$444,000 0.0% of portfolio
105
Q2 2025 Reduced 32.26%
$454M
$361,000 0.0% of portfolio
60
Q2 2025 Reduced 53.85%
$1.14B
$2.39 Million 0.0% of portfolio
100
Q1 2025 Added 11.11%
$845M
$2.02 Million 0.0% of portfolio
70
Q2 2025 Added 75.0%
$266M
$228,000 0.0% of portfolio
10
Q2 2025 New
$332M
$226,000 0.0% of portfolio
30
Q2 2025 Reduced 87.76%
$17.6B
$1.73 Million 0.0% of portfolio
25
Q2 2025 Added 150.0%
$768M
$1.42 Million 0.0% of portfolio
500
Q2 2025 Reduced 14.53%
$2.81B
$2.81 Million 0.0% of portfolio
160
Q2 2025 Added 10.34%
$30.9B
$8.57 Million 0.0% of portfolio
854
Q2 2025 Added 7.69%
$1.02B
$680,000 0.0% of portfolio
35
Q1 2025 Added 250.0%
$717M
$2.38 Million 0.0% of portfolio
170
Q2 2025 Added 47.83%
$663M
$2.08 Million 0.0% of portfolio
330
Q2 2025 Added 43.48%
$9.53B
$17.2 Million 0.0% of portfolio
345
Q2 2025 Added 18.97%
$841M
$1.76 Million 0.0% of portfolio
70
Q2 2025 Reduced 26.32%
$389M
$269,000 0.0% of portfolio
10
Q1 2025 Reduced 81.82%
$752M
$2.11 Million 0.0% of portfolio
150
Q2 2025 Added 275.0%
$25.8B
$46.2 Million 0.0% of portfolio
357
Q2 2025 Added 8.84%
$1.83B
$908,000 0.0% of portfolio
40
Q2 2025 New
$521M
$2.06 Million 0.0% of portfolio
485
Q2 2025 Added 90.2%
$10.9B
$13.9 Million 0.0% of portfolio
1,320
Q2 2025 Added 19.46%
$919M
$1.67 Million 0.0% of portfolio
50
Q2 2025 New
$1.12B
$33.1 Million 0.0% of portfolio
1,228
Q2 2025 Added 6.5%
$240M
$543,000 0.0% of portfolio
100
Q2 2025 Added 33.33%
$654M
$1.67 Million 0.0% of portfolio
410
Q2 2025 Added 645.45%
$592M
$846,000 0.0% of portfolio
310
Q2 2025 Reduced 50.79%
$997M
$2.36 Million 0.0% of portfolio
730
Q2 2025 Added 143.33%
$246M
$1.04 Million 0.0% of portfolio
280
Q2 2025 Added 700.0%
$139M
$860,000 0.0% of portfolio
65
Q2 2025 Added 30.0%
$10.4B
$4.33 Million 0.0% of portfolio
37
Q2 2025 Added 60.87%
$463M
$1.52 Million 0.0% of portfolio
125
Q2 2025 Reduced 21.88%
$211M
$1.29 Million 0.0% of portfolio
95
Q2 2025 Added 72.73%
$3B
$4.18 Million 0.0% of portfolio
205
Q2 2025 Added 28.13%
$2.65B
$8.25 Million 0.0% of portfolio
385
Q2 2025 Added 26.23%
$70.6B
$34.5 Million 0.0% of portfolio
328
Q2 2025 Added 0.92%

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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