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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$153 Million 0.01% of portfolio
2,275
Q1 2025 Reduced 11.65%
$77.2B
$166 Million 0.01% of portfolio
894
Q2 2025 Reduced 4.99%
$0
$122 Million 0.01% of portfolio
907
Q2 2024 New
$18.5B
$135 Million 0.01% of portfolio
4,127
Q2 2025 Added 11.81%
$5.07B
$92.1 Million 0.01% of portfolio
751
Q1 2025 Added 1.49%
$92.9B
$213 Million 0.01% of portfolio
486
Q2 2025 Reduced 1.22%
$0
$164 Million 0.01% of portfolio
1,037
Q3 2024 Added 17.97%
$0
$140 Million 0.01% of portfolio
1,037
Q2 2025 Added 0.78%
$53.3B
$125 Million 0.01% of portfolio
728
Q2 2025 Added 10.47%
$0
$152 Million 0.01% of portfolio
6,864
Q2 2025 Added 0.23%
$62.8B
$86.9 Million 0.01% of portfolio
822
Q2 2025 Reduced 6.38%
$6.75B
$121 Million 0.01% of portfolio
1,343
Q2 2025 Added 1,537.8%
$20.2B
$219 Million 0.01% of portfolio
10,732
Q2 2025 Added 17.62%
$159B
$117 Million 0.01% of portfolio
1,905
Q2 2025 Reduced 2.46%
$62.9B
$170 Million 0.01% of portfolio
2,913
Q2 2025 Added 4.56%
$134B
$113 Million 0.01% of portfolio
147
Q2 2025 Added 18.55%
$39.3B
$149 Million 0.01% of portfolio
12,965
Q2 2025 Reduced 3.3%
$50.4B
$212 Million 0.01% of portfolio
6,264
Q2 2025 Reduced 17.43%
$0
$96.5 Million 0.01% of portfolio
1,525
Q2 2024 New
$26.5B
$216 Million 0.01% of portfolio
1,629
Q2 2025 Added 12.42%
$16.6B
$136 Million 0.01% of portfolio
2,114
Q2 2025 Reduced 4.0%
$45.6B
$80.8 Million 0.01% of portfolio
387
Q2 2025 Reduced 3.97%
$10.9B
$218 Million 0.01% of portfolio
1,950
Q4 2023 Added 5.13%
$0
$110 Million 0.01% of portfolio
6,800
Q2 2024 New
$0
$223 Million 0.01% of portfolio
6,055
Q2 2024 New
$0
$196 Million 0.01% of portfolio
700
Q4 2023 Added 40.71%
$20.8B
$110 Million 0.01% of portfolio
1,593
Q2 2025 Reduced 2.51%
$307M
$188 Million 0.01% of portfolio
11,386
Q2 2025 Added 0.13%
$57.5B
$85.2 Million 0.01% of portfolio
390
Q2 2025 Reduced 44.05%
$0
$126 Million 0.01% of portfolio
1,625
Q2 2024 New
$0
$222 Million 0.01% of portfolio
32,000
Q2 2024 New
$16.7B
$86.6 Million 0.01% of portfolio
1,177
Q2 2025 Reduced 0.08%
$11.5B
$98.7 Million 0.01% of portfolio
1,457
Q2 2025 Added 7.13%
$78.4B
$224 Million 0.01% of portfolio
1,460
Q2 2025 Added 3.11%
$34.8B
$84.7 Million 0.01% of portfolio
1,064
Q2 2025 Added 17.44%
$9.19B
$187 Million 0.01% of portfolio
9,129
Q2 2025 Reduced 1.72%
$25.6B
$160 Million 0.01% of portfolio
9,555
Q2 2025 Added 1.82%
$1.8B
$121 Million 0.01% of portfolio
10,350
Q2 2025 Added 0.44%
$0
$236 Million 0.01% of portfolio
2,657
Q3 2024 New
$12.2B
$219 Million 0.01% of portfolio
11,950
Q2 2025 Added 10.85%
$11.3B
$168 Million 0.01% of portfolio
5,050
Q2 2025 New
$64.9B
$140 Million 0.01% of portfolio
498
Q2 2025 Reduced 4.23%
$0
$229 Million 0.01% of portfolio
2,275
Q1 2024 Added 57.99%
$0
$237 Million 0.01% of portfolio
40,000
Q2 2024 New
$0
$90.9 Million 0.01% of portfolio
5,869
Q2 2025 Added 7.04%
$1.98B
$103 Million 0.01% of portfolio
835
Q2 2025 Added 0.6%
$0
$83.2 Million 0.01% of portfolio
710
Q2 2024 New
$32.7B
$224 Million 0.01% of portfolio
1,748
Q2 2025 Added 0.69%
$171B
$214 Million 0.01% of portfolio
1,734
Q2 2025 Added 0.35%

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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