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
$5.32B
$48.3 Million 0.0% of portfolio
1,380
Q2 2025 Added 10.58%
$10.8B
$27.4 Million 0.0% of portfolio
750
Q2 2025 Added 650.0%
$43.5B
$26.9 Million 0.0% of portfolio
300
Q4 2024 New
$1.47B
$1.71 Million 0.0% of portfolio
25
Q2 2025 Added 66.67%
$510M
$1.52 Million 0.0% of portfolio
1,075
Q2 2025 Added 72.0%
$696M
$523,000 0.0% of portfolio
40
Q2 2025 Reduced 65.22%
$51.4B
$50.2 Million 0.0% of portfolio
675
Q2 2025 Added 8.0%
$763M
$2.1 Million 0.0% of portfolio
75
Q2 2025 Added 36.36%
$3.43B
$7.15 Million 0.0% of portfolio
130
Q2 2025 Added 18.18%
$3.83B
$9.9 Million 0.0% of portfolio
135
Q2 2025 Added 92.86%
$942M
$1.68 Million 0.0% of portfolio
450
Q2 2025 Added 18.42%
$81.5B
$34.3 Million 0.0% of portfolio
6,171
Q2 2025 Added 2.97%
$357M
$652,000 0.0% of portfolio
20
Q2 2025 Reduced 42.86%
$794M
$187,000 0.0% of portfolio
5
Q2 2025 Reduced 66.67%
$6.14B
$3.33 Million 0.0% of portfolio
60
Q2 2025 Added 400.0%
$1.94B
$3.25 Million 0.0% of portfolio
45
Q2 2025 Added 28.57%
$961M
$1.02 Million 0.0% of portfolio
25
Q2 2025 Reduced 66.67%
$312M
$621,000 0.0% of portfolio
45
Q2 2025 Added 350.0%
$1.77B
$3.85 Million 0.0% of portfolio
50
Q2 2025 Reduced 9.09%
$1.95B
$5.61 Million 0.0% of portfolio
80
Q2 2025 Added 300.0%
$6.45B
$14.4 Million 0.0% of portfolio
450
Q2 2025 Added 73.08%
$19.4B
$510,000 0.0% of portfolio
1
Q2 2025 New
$10.2B
$7.69 Million 0.0% of portfolio
379
Q2 2025 Added 14.5%
$1.53B
$2.43 Million 0.0% of portfolio
116
Q2 2025 Added 20.83%
$19.3B
$3.91 Million 0.0% of portfolio
8
Q2 2025 Added 166.67%
$474M
$907,000 0.0% of portfolio
50
Q2 2025 Added 66.67%
$573M
$2.26 Million 0.0% of portfolio
260
Q2 2025 Added 160.0%
$1.36B
$1.84 Million 0.0% of portfolio
65
Q2 2025 Reduced 23.53%
$1.68B
$2.79 Million 0.0% of portfolio
95
Q2 2025 Added 137.5%
$5B
$3.97 Million 0.0% of portfolio
23
Q2 2025 Reduced 14.81%
$3.34B
$323,000 0.0% of portfolio
5
Q1 2025 New
$20.9B
$573,000 0.0% of portfolio
1
Q2 2025 Reduced 85.71%
$8.02B
$424,000 0.0% of portfolio
5
Q2 2025 New
$1.42B
$2.98 Million 0.0% of portfolio
75
Q2 2025 Reduced 6.25%
$417M
$1.91 Million 0.0% of portfolio
210
Q2 2025 Added 320.0%
$3.49B
$6.72 Million 0.0% of portfolio
175
Q2 2025 Added 59.09%
$8.94B
$1.02 Million 0.0% of portfolio
25
Q2 2025 Added 66.67%
$3.31B
$4.45 Million 0.0% of portfolio
180
Q2 2025 Added 24.14%
$6.32B
$6.96 Million 0.0% of portfolio
70
Q2 2025 Added 27.27%
$543M
$2.7 Million 0.0% of portfolio
235
Q2 2025 Added 176.47%
$24B
$21.4 Million 0.0% of portfolio
124
Q2 2025 Reduced 32.97%
$674M
$945,000 0.0% of portfolio
110
Q2 2025 Reduced 57.69%
$1.95B
$1.45 Million 0.0% of portfolio
20
Q2 2025 Added 33.33%
$17.8B
$13.8 Million 0.0% of portfolio
63
Q2 2025 Added 152.0%
$416M
$758,000 0.0% of portfolio
210
Q2 2025 Reduced 16.0%
$954M
$2.29 Million 0.0% of portfolio
50
Q2 2025 Added 25.0%
$2.13B
$3.82 Million 0.0% of portfolio
65
Q2 2025 Added 18.18%
$4.47B
$2.71 Million 0.0% of portfolio
49
Q2 2025 Reduced 84.04%
$3.44B
$8.95 Million 0.0% of portfolio
280
Q2 2025 Added 330.77%

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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