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
$12.2B
$81.5 Million 0.01% of portfolio
785
Q2 2025 Added 0.64%
$126B
$162 Million 0.01% of portfolio
682
Q2 2025 Reduced 14.21%
$69B
$108 Million 0.01% of portfolio
71
Q2 2025 Added 2.9%
$3.13B
$84 Million 0.01% of portfolio
3,130
Q2 2025 Reduced 39.05%
$12.3B
$218 Million 0.01% of portfolio
9,153
Q2 2025 Reduced 11.74%
$0
$158 Million 0.01% of portfolio
14,469
Q2 2025 Reduced 90.44%
$0
$125 Million 0.01% of portfolio
3,586
Q2 2025 Added 1.36%
$0
$85.5 Million 0.01% of portfolio
1,177
Q2 2024 New
$0
$232 Million 0.01% of portfolio
2,339
Q2 2025 Added 2.99%
$0
$94 Million 0.01% of portfolio
12,500
Q3 2024 New
$0
$96.4 Million 0.01% of portfolio
780
Q2 2025 Reduced 17.02%
$0
$82.8 Million 0.01% of portfolio
775
Q2 2025 Reduced 13.89%
$118B
$138 Million 0.01% of portfolio
2,015
Q2 2025 Added 1.77%
$10.2B
$107 Million 0.01% of portfolio
3,205
Q2 2025 Reduced 1.99%
$30B
$143 Million 0.01% of portfolio
267
Q1 2025 Added 1,568.75%
$0
$193 Million 0.01% of portfolio
2,021
Q2 2025 Added 8.71%
$54.3B
$221 Million 0.01% of portfolio
390
Q1 2025 Reduced 5.11%
$0
$208 Million 0.01% of portfolio
593
Q3 2024 Added 314.69%
$37.3B
$85.3 Million 0.01% of portfolio
1,480
Q2 2025 Added 12.38%
$25.3B
$129 Million 0.01% of portfolio
930
Q2 2025 Added 2.99%
$94.2B
$110 Million 0.01% of portfolio
358
Q2 2025 Added 45.53%
$6.07B
$132 Million 0.01% of portfolio
462
Q2 2025 Added 8.45%
$7.18B
$225 Million 0.01% of portfolio
6,515
Q2 2025 Added 0.22%
$1.51B
$184 Million 0.01% of portfolio
752
Q2 2025 Added 0.27%
$0
$200 Million 0.01% of portfolio
2,840
Q3 2024 Added 2,067.94%
$20.9B
$183 Million 0.01% of portfolio
3,501
Q2 2025 Added 11.25%
$0
$91.8 Million 0.01% of portfolio
2,123
Q2 2024 New
$301B
$120 Million 0.01% of portfolio
396
Q2 2025 Reduced 1.49%
$2.72B
$208 Million 0.01% of portfolio
3,080
Q2 2025 Added 0.82%
$89.1B
$96.2 Million 0.01% of portfolio
1,770
Q2 2025 Added 0.06%
$46.2B
$81.5 Million 0.01% of portfolio
911
Q2 2025 Added 20.18%
$39.9B
$136 Million 0.01% of portfolio
810
Q2 2025 Reduced 6.47%
$52.7B
$139 Million 0.01% of portfolio
990
Q2 2025 Reduced 3.98%
$0
$97.7 Million 0.01% of portfolio
1,575
Q1 2024 Added 400.0%
$918M
$556,000 0.0% of portfolio
15
Q2 2025 Reduced 40.0%
$8.8B
$7.84 Million 0.0% of portfolio
608
Q2 2025 Reduced 36.73%
$9.25B
$850,000 0.0% of portfolio
20
Q2 2025 Added 100.0%
$434M
$689,000 0.0% of portfolio
35
Q2 2025 Added 75.0%
$23.7B
$54 Million 0.0% of portfolio
675
Q2 2025 Reduced 11.18%
$28.3B
$11.8 Million 0.0% of portfolio
209
Q2 2025 Added 2.45%
$607M
$974,000 0.0% of portfolio
290
Q2 2025 Reduced 18.31%
$39.8B
$68.9 Million 0.0% of portfolio
641
Q2 2025 Added 57.11%
$31.8B
$53.4 Million 0.0% of portfolio
2,611
Q2 2025 Reduced 14.2%
$4.92B
$1.89 Million 0.0% of portfolio
61
Q2 2025 Added 48.78%
$674M
$305,000 0.0% of portfolio
10
Q1 2025 New
$13.8B
$937,000 0.0% of portfolio
10
Q2 2025 Reduced 56.52%
$3.8B
$7.33 Million 0.0% of portfolio
295
Q2 2025 Reduced 3.28%
$281M
$1.35 Million 0.0% of portfolio
120
Q2 2025 Added 50.0%
$4.24B
$7.4 Million 0.0% of portfolio
130
Q2 2025 Added 44.44%

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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