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
$80.9B
$34.1 Million 0.0% of portfolio
1,833
Q2 2025 Added 4.15%
$74B
$47.3 Million 0.0% of portfolio
1,617
Q2 2025 Reduced 5.33%
$259B
$49.5 Million 0.0% of portfolio
814
Q2 2025 Added 9.85%
$57.2B
$38.1 Million 0.0% of portfolio
1,322
Q2 2025 Added 6.18%
$92.1B
$67.5 Million 0.0% of portfolio
3,086
Q2 2025 Added 5.22%
$12.7B
$15.4 Million 0.0% of portfolio
400
Q2 2024 New
$7.16B
$12.2 Million 0.0% of portfolio
125
Q2 2025 Added 19.05%
$21.7B
$29.9 Million 0.0% of portfolio
4,549
Q2 2025 Reduced 15.32%
$23.9B
$33.1 Million 0.0% of portfolio
1,379
Q2 2025 Added 37.21%
$2.99B
$5.93 Million 0.0% of portfolio
26
Q2 2025 Added 8.33%
$31.5B
$23.5 Million 0.0% of portfolio
4,485
Q2 2025 Added 70.99%
$173B
$47.9 Million 0.0% of portfolio
780
Q2 2025 Reduced 10.24%
$5.06B
$78.6 Million 0.0% of portfolio
880
Q2 2025 Reduced 1.12%
$6.5B
$9.34 Million 0.0% of portfolio
191
Q2 2025 Added 64.66%
$3.63B
$6.25 Million 0.0% of portfolio
226
Q2 2025 Added 7.11%
$5.22B
$621,000 0.0% of portfolio
11
Q2 2025 Added 1,000.0%
$4.73B
$8.81 Million 0.0% of portfolio
46
Q2 2025 Added 15.0%
$757M
$3.13 Million 0.0% of portfolio
140
Q2 2025 Added 115.38%
$149M
$63.6 Million 0.0% of portfolio
10,000
Q2 2024 New
$3.43B
$9.34 Million 0.0% of portfolio
200
Q2 2025 Added 25.0%
$16.5B
$12.6 Million 0.0% of portfolio
137
Q2 2025 Added 59.3%
$1.41B
$3.34 Million 0.0% of portfolio
345
Q2 2025 Added 18.97%
$2.21B
$2.05 Million 0.0% of portfolio
65
Q2 2025 Added 62.5%
$679M
$2.57 Million 0.0% of portfolio
600
Q2 2025 Added 100.0%
$3.46B
$12.4 Million 0.0% of portfolio
200
Q2 2025 Added 90.48%
$19.7B
$6.28 Million 0.0% of portfolio
55
Q2 2025 Added 3.77%
$759M
$115,000 0.0% of portfolio
10
Q2 2024 New
$8.13B
$1.31 Million 0.0% of portfolio
40
Q2 2025 Added 100.0%
$7.99B
$21.5 Million 0.0% of portfolio
205
Q2 2025 Added 4.59%
$15B
$36.7 Million 0.0% of portfolio
510
Q2 2025 Reduced 18.92%
$765M
$1.28 Million 0.0% of portfolio
175
Q2 2025 Added 59.09%
$2.33B
$6.95 Million 0.0% of portfolio
670
Q2 2025 Added 22.94%
$23.9B
$39.6 Million 0.0% of portfolio
1,303
Q2 2025 Added 248.4%
$7.26B
$10.7 Million 0.0% of portfolio
36
Q1 2025 Added 350.0%
$1.98B
$4.57 Million 0.0% of portfolio
70
Q2 2025 Added 7.69%
$259M
$1.54 Million 0.0% of portfolio
340
Q2 2025 Added 119.35%
$221M
$1.31 Million 0.0% of portfolio
320
Q2 2025 Added 481.82%
$8.62B
$11.7 Million 0.0% of portfolio
1,111
Q2 2025 Reduced 69.1%
$494M
$1.35 Million 0.0% of portfolio
45
Q2 2025 Reduced 18.18%
$11.3B
$565,000 0.0% of portfolio
7
Q2 2025 Reduced 41.67%
$162M
$5,000 0.0% of portfolio
2
Q2 2024 New
$1.58B
$3.5 Million 0.0% of portfolio
180
Q2 2025 Added 63.64%
$9.04B
$76.5 Million 0.0% of portfolio
453
Q2 2025 Added 0.22%
$825M
$839,000 0.0% of portfolio
40
Q2 2025 Reduced 42.86%
$1.56B
$2.21 Million 0.0% of portfolio
95
Q1 2025 Added 26.67%
$24.1B
$34.2 Million 0.0% of portfolio
535
Q2 2025 Added 26.18%
$17B
$21.7 Million 0.0% of portfolio
386
Q2 2025 Added 12.54%
$14.1B
$1.35 Million 0.0% of portfolio
104
Q2 2025 Added 96.23%
$2.39B
$3.8 Million 0.0% of portfolio
155
Q1 2025 Added 82.35%

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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