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
$1.62B
$4.99 Million 0.0% of portfolio
-
Q2 2025 Added 171.43%
$0
$56.9 Million 0.0% of portfolio
3,000
Q2 2024 New
$12.8B
$17 Million 0.0% of portfolio
62
Q2 2025 Reduced 3.13%
$494M
$2.17 Million 0.0% of portfolio
232
Q2 2025 Reduced 13.11%
$1.95B
$15.7 Million 0.0% of portfolio
1,320
Q2 2025 Added 594.74%
$731M
$2.1 Million 0.0% of portfolio
85
Q2 2025 Added 30.77%
$2.15B
$2.34 Million 0.0% of portfolio
75
Q2 2025 Added 36.36%
$8.3B
$4.48 Million 0.0% of portfolio
33
Q2 2025 Added 3,200.0%
$7.17B
$18.4 Million 0.0% of portfolio
1,640
Q2 2025 Reduced 27.47%
$415M
$480,000 0.0% of portfolio
50
Q2 2025 New
$4.98B
$11.1 Million 0.0% of portfolio
305
Q2 2025 Added 84.85%
$2.59B
$46 Million 0.0% of portfolio
2,121
Q2 2025 Added 2.22%
$4.22B
$2.61 Million 0.0% of portfolio
6
Q2 2025 Reduced 45.45%
$797M
$1.11 Million 0.0% of portfolio
114
Q2 2025 Added 78.13%
$158B
$48.4 Million 0.0% of portfolio
5,830
Q2 2025 Added 2.91%
$29.8B
$1.5 Million 0.0% of portfolio
4
Q2 2025 Added 300.0%
$0
$903,000 0.0% of portfolio
145
Q2 2024 New
$0
$683,000 0.0% of portfolio
13,000
Q2 2024 New
$42.6B
$11 Million 0.0% of portfolio
119
Q2 2025 Reduced 3.25%
$1.82B
$7.24 Million 0.0% of portfolio
229
Q2 2025 Added 17.44%
$258M
$478,000 0.0% of portfolio
40
Q2 2025 New
$2.32B
$3.15 Million 0.0% of portfolio
130
Q2 2025 Reduced 42.22%
$3.98B
$8.42 Million 0.0% of portfolio
150
Q2 2025 Added 15.38%
$2.21B
$16.8 Million 0.0% of portfolio
140
Q2 2025 Added 7.69%
$0
$1.24 Million 0.0% of portfolio
160
Q2 2025 Added 52.38%
$1.83B
$1.22 Million 0.0% of portfolio
10
Q1 2025 Added 100.0%
$7.63B
$7.22 Million 0.0% of portfolio
55
Q2 2025 New
$4.32B
$14 Million 0.0% of portfolio
363
Q2 2025 Added 17.86%
$366M
$1.88 Million 0.0% of portfolio
200
Q2 2025 Added 66.67%
$14.5B
$24.3 Million 0.0% of portfolio
213
Q2 2025 Added 1.43%
$2.19B
$647,000 0.0% of portfolio
10
Q2 2025 New
$918M
$981,000 0.0% of portfolio
25
Q2 2025 Added 25.0%
$2.56B
$7.38 Million 0.0% of portfolio
688
Q2 2025 Added 63.81%
$442M
$1.48 Million 0.0% of portfolio
235
Q2 2025 Added 27.03%
$2.86B
$27.2 Million 0.0% of portfolio
700
Q2 2025 Reduced 41.67%
$23.4B
$64.5 Million 0.0% of portfolio
1,255
Q2 2025 Added 2.03%
$1.34B
$29.5 Million 0.0% of portfolio
1,653
Q2 2025 Added 3.77%
$1.54B
$1.31 Million 0.0% of portfolio
20
Q2 2025 Reduced 33.33%
$597M
$2.37 Million 0.0% of portfolio
275
Q2 2025 Added 205.56%
$609M
$2.25 Million 0.0% of portfolio
75
Q2 2025 Reduced 31.82%
$925M
$3.18 Million 0.0% of portfolio
350
Q2 2025 Added 42.86%
$1.85B
$2.38 Million 0.0% of portfolio
220
Q1 2025 Added 109.52%
$380M
$2.07 Million 0.0% of portfolio
215
Q1 2025 Added 38.71%
$31B
$30.8 Million 0.0% of portfolio
141
Q2 2025 Reduced 4.08%
$10.6B
$20 Million 0.0% of portfolio
113
Q2 2025 Added 79.37%
$3.32B
$4.3 Million 0.0% of portfolio
176
Q2 2025 Added 9.32%
$4.43B
$2.34 Million 0.0% of portfolio
56
Q2 2025 Reduced 58.82%
$2.06B
$5.23 Million 0.0% of portfolio
355
Q2 2025 Added 47.92%
$44.5B
$37.4 Million 0.0% of portfolio
3,609
Q2 2025 Reduced 3.06%

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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