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
$693M
$5,000 0.0% of portfolio
1
Q2 2024 New
$1.5B
$4.01 Million 0.0% of portfolio
140
Q2 2025 Added 460.0%
$30.9B
$40.5 Million 0.0% of portfolio
240
Q2 2025 Reduced 5.14%
$943M
$3.13 Million 0.0% of portfolio
135
Q2 2025 Added 125.0%
$1.14B
$1.17 Million 0.0% of portfolio
15
Q2 2025 Reduced 50.0%
$0
$53.4 Million 0.0% of portfolio
1,192
Q2 2024 New
$635M
$3.34 Million 0.0% of portfolio
130
Q2 2025 Added 13.04%
$351M
$2.66 Million 0.0% of portfolio
115
Q2 2025 Reduced 4.17%
$162M
$777,000 0.0% of portfolio
95
Q2 2025 New
$1.18B
$3.6 Million 0.0% of portfolio
445
Q2 2025 Added 117.07%
$2.85B
$2.08 Million 0.0% of portfolio
95
Q2 2025 New
$369M
$1.29 Million 0.0% of portfolio
105
Q2 2025 Added 110.0%
$4.1B
$4.33 Million 0.0% of portfolio
35
Q2 2025 Added 16.67%
$38.7B
$576,000 0.0% of portfolio
2
Q2 2025 Reduced 33.33%
$11.5B
$2.98 Million 0.0% of portfolio
40
Q2 2025 Reduced 27.27%
$507M
$800,000 0.0% of portfolio
35
Q2 2025 Reduced 41.67%
$6.81B
$1.04 Million 0.0% of portfolio
40
Q2 2025 Added 33.33%
$2.06B
$3.78 Million 0.0% of portfolio
140
Q2 2025 Added 3.7%
$532M
$1.12 Million 0.0% of portfolio
30
Q4 2024 New
$11.8B
$467,000 0.0% of portfolio
10
Q2 2025 Reduced 50.0%
$3.29B
$7.28 Million 0.0% of portfolio
400
Q2 2025 Added 3.9%
$6.74B
$11.3 Million 0.0% of portfolio
71
Q1 2025 Reduced 8.97%
$1.43B
$773,000 0.0% of portfolio
15
Q2 2025 Reduced 40.0%
$474M
$2.09 Million 0.0% of portfolio
170
Q2 2025 Added 41.67%
$3.36B
$6.96 Million 0.0% of portfolio
165
Q2 2025 Added 22.22%
$6.68B
$12.5 Million 0.0% of portfolio
205
Q2 2025 Added 17.14%
$0
$6.96 Million 0.0% of portfolio
662
Q1 2025 New
$829M
$19.3 Million 0.0% of portfolio
820
Q1 2025 Added 5.81%
$3.9B
$11.3 Million 0.0% of portfolio
172
Q2 2025 Added 60.75%
$14.6B
$1.15 Million 0.0% of portfolio
8
Q3 2024 Added 60.0%
$61.1B
$15.2 Million 0.0% of portfolio
470
Q2 2025 Reduced 27.13%
$10.2B
$607,000 0.0% of portfolio
5
Q2 2025 Added 150.0%
$798M
$1.42 Million 0.0% of portfolio
215
Q2 2025 Added 186.67%
$2.02B
$1.52 Million 0.0% of portfolio
50
Q2 2025 Added 11.11%
$29.1B
$27 Million 0.0% of portfolio
23
Q2 2025 Reduced 4.17%
$154M
$134,000 0.0% of portfolio
25
Q2 2025 Reduced 58.33%
$577M
$1.07 Million 0.0% of portfolio
35
Q2 2025 Added 16.67%
$10.7B
$3.15 Million 0.0% of portfolio
17
Q2 2025 Added 30.77%
$6.19B
$1.21 Million 0.0% of portfolio
10
Q2 2025 Added 400.0%
$1.42B
$3.06 Million 0.0% of portfolio
285
Q2 2025 Added 29.55%
$309M
$152,000 0.0% of portfolio
25
Q2 2025 Reduced 84.38%
$10.2B
$1.63 Million 0.0% of portfolio
39
Q2 2025 Added 129.41%
$7.89B
$168,000 0.0% of portfolio
1
Q2 2024 New
$7.29B
$12.3 Million 0.0% of portfolio
75
Q2 2025 Added 17.19%
$364M
$381,000 0.0% of portfolio
25
Q2 2025 Reduced 58.33%
$944M
$1.36 Million 0.0% of portfolio
75
Q2 2025 Added 15.38%
$10.5B
$243,000 0.0% of portfolio
1
Q1 2025 New
$139M
$291,000 0.0% of portfolio
35
Q2 2025 New
$396M
$585,000 0.0% of portfolio
45
Q2 2025 Reduced 18.18%

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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