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
$944M
$1.56 Million 0.0% of portfolio
250
Q2 2025 Reduced 42.53%
$987M
$2.9 Million 0.0% of portfolio
325
Q2 2025 Added 47.73%
$0
$25.7 Million 0.0% of portfolio
780
Q2 2024 New
$29.4B
$35.7 Million 0.0% of portfolio
409
Q2 2025 Reduced 42.31%
$1.14B
$2.24 Million 0.0% of portfolio
110
Q2 2025 Added 22.22%
$279M
$1.09 Million 0.0% of portfolio
45
Q2 2025 Reduced 30.77%
$566M
$632,000 0.0% of portfolio
10
Q2 2025 Added 100.0%
$880M
$515,000 0.0% of portfolio
55
Q2 2025 Reduced 57.69%
$0
$12.2 Million 0.0% of portfolio
152
Q2 2024 New
$1.11B
$2.12 Million 0.0% of portfolio
255
Q2 2025 Added 64.52%
$4.45B
$6.38 Million 0.0% of portfolio
85
Q2 2025 Added 21.43%
$40.9B
$35.4 Million 0.0% of portfolio
813
Q2 2025 Reduced 41.89%
$0
$7.51 Million 0.0% of portfolio
157
Q2 2025 Added 127.54%
$21.4B
$43.9 Million 0.0% of portfolio
381
Q2 2025 Added 11.4%
$3.37B
$19.8 Million 0.0% of portfolio
300
Q4 2024 New
$2.13B
$2.85 Million 0.0% of portfolio
145
Q2 2025 Reduced 29.27%
$2.39B
$6.93 Million 0.0% of portfolio
131
Q2 2025 Added 156.86%
$10.2B
$21.3 Million 0.0% of portfolio
1,428
Q2 2025 Reduced 1.72%
$271M
$28 Million 0.0% of portfolio
7,000
Q2 2024 New
$7.33B
$11.2 Million 0.0% of portfolio
513
Q2 2025 Reduced 1.91%
$26.1B
$7.17 Million 0.0% of portfolio
14
Q2 2025 Added 7.69%
$359M
$1.58 Million 0.0% of portfolio
295
Q2 2025 Added 15.69%
$4.33B
$8.7 Million 0.0% of portfolio
105
Q2 2025 Added 600.0%
Spyre Therapeutics Inc Com New
-
$2.1 Million 0.0% of portfolio
-
Q2 2025 Added 180.0%
$6.7B
$531,000 0.0% of portfolio
12
Q2 2025 Added 140.0%
$1.1B
$9.8 Million 0.0% of portfolio
1,510
Q3 2024 Added 15,000.0%
$15.4B
$2.42 Million 0.0% of portfolio
24
Q2 2025 Added 71.43%
$2.16B
$2.47 Million 0.0% of portfolio
285
Q2 2025 Reduced 5.0%
$2.31B
$3.43 Million 0.0% of portfolio
235
Q2 2025 Added 17.5%
Amplify ETF Tr Altrntv Harv ETF
-
$1.28 Million 0.0% of portfolio
-
Q1 2025 New
$1.1B
$965,000 0.0% of portfolio
75
Q2 2025 Reduced 48.28%
Atlanta Braves Hldgs Inc Com Ser C
-
$5.61 Million 0.0% of portfolio
-
Q2 2025 Reduced 25.0%
$4.49B
$5.96 Million 0.0% of portfolio
265
Q2 2025 Reduced 35.37%
Atlanta Braves Hldgs Inc Com Ser A
-
$492,000 0.0% of portfolio
-
Q3 2024 New
$614M
$824,000 0.0% of portfolio
30
Q2 2025 Added 500.0%
$0
$14.2 Million 0.0% of portfolio
100
Q2 2024 New
$1.69B
$2.23 Million 0.0% of portfolio
245
Q2 2025 Added 226.67%
$831M
$1.28 Million 0.0% of portfolio
485
Q2 2025 Reduced 7.62%
$2.23B
$2.19 Million 0.0% of portfolio
25
Q2 2025 Added 25.0%
$0
$23.6 Million 0.0% of portfolio
2,389
Q2 2025 Reduced 98.54%
$0
$8.47 Million 0.0% of portfolio
150
Q1 2025 Reduced 77.78%
$1.06B
$2.44 Million 0.0% of portfolio
80
Q2 2025 Added 23.08%
$1.99B
$2.57 Million 0.0% of portfolio
240
Q2 2025 Added 108.7%
$235M
$306,000 0.0% of portfolio
30
Q2 2025 New
$868M
$2.25 Million 0.0% of portfolio
240
Q2 2025 Added 54.84%
$565M
$1.29 Million 0.0% of portfolio
15
Q2 2025 Added 200.0%
$12.1B
$1.23 Million 0.0% of portfolio
7
Q2 2025 Reduced 12.5%
$26B
$32.3 Million 0.0% of portfolio
284
Q2 2025 Added 184.0%
$0
$18.3 Million 0.0% of portfolio
375
Q1 2025 Reduced 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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