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
$13B
$12.2 Million 0.0% of portfolio
508
Q2 2025 Added 71.04%
Hamilton Insurance Group Ltd. Cl B
-
$2.05 Million 0.0% of portfolio
-
Q2 2025 Added 35.71%
$4.63B
$4.44 Million 0.0% of portfolio
40
Q2 2025 Added 90.48%
$7.39B
$8.17 Million 0.0% of portfolio
27
Q2 2025 Reduced 18.18%
$3.85B
$5.28 Million 0.0% of portfolio
840
Q2 2025 Added 38.84%
$2.71B
$4.61 Million 0.0% of portfolio
100
Q2 2025 Added 66.67%
$11.7B
$3.59 Million 0.0% of portfolio
40
Q2 2025 Added 100.0%
$390M
$437,000 0.0% of portfolio
25
Q2 2025 Reduced 16.67%
$272M
$254,000 0.0% of portfolio
25
Q2 2025 Reduced 75.0%
$358M
$681,000 0.0% of portfolio
25
Q2 2025 Reduced 37.5%
$0
$1.52 Million 0.0% of portfolio
30
Q2 2024 New
$0
$18.9 Million 0.0% of portfolio
116
Q2 2024 New
$3.67B
$5.11 Million 0.0% of portfolio
110
Q2 2025 Added 266.67%
$46.1B
$43.9 Million 0.0% of portfolio
317
Q2 2025 Reduced 33.26%
Qvc Group Inc Com Ser A New
-
$498,000 0.0% of portfolio
-
Q2 2025 New
$2.25B
$4.34 Million 0.0% of portfolio
55
Q2 2025 Added 37.5%
$2.89B
$6.08 Million 0.0% of portfolio
110
Q2 2025 Added 15.79%
$0
$770,000 0.0% of portfolio
3
Q3 2024 New
$584M
$1.09 Million 0.0% of portfolio
25
Q4 2024 New
$1.93B
$899,000 0.0% of portfolio
25
Q2 2025 Reduced 92.06%
Rb Global Inc Com
-
$1.81 Million 0.0% of portfolio
-
Q2 2025 Added 750.0%
$12.9B
$5.25 Million 0.0% of portfolio
18
Q2 2025 Reduced 10.0%
$894M
$1.59 Million 0.0% of portfolio
260
Q2 2025 Added 13.04%
$708M
$2.46 Million 0.0% of portfolio
160
Q2 2025 Added 60.0%
$0
$20.6 Million 0.0% of portfolio
375
Q2 2025 New
$19.4B
$77.8 Million 0.0% of portfolio
963
Q2 2025 Added 213.68%
$4.27B
$6.27 Million 0.0% of portfolio
110
Q2 2025 Added 120.0%
$5.61B
$551,000 0.0% of portfolio
60
Q2 2025 Reduced 98.8%
$1.4B
$2.73 Million 0.0% of portfolio
190
Q2 2025 Added 18.75%
Wells Fargo CO New Perp Pfd Cnv A
-
$2.35 Million 0.0% of portfolio
-
Q2 2024 New
$1.61B
$1.16 Million 0.0% of portfolio
125
Q2 2025 Reduced 58.33%
$0
$4.57 Million 0.0% of portfolio
43
Q2 2025 New
$2.49B
$3.62 Million 0.0% of portfolio
80
Q2 2025 Reduced 5.88%
$2.25B
$2.88 Million 0.0% of portfolio
65
Q2 2025 Added 116.67%
$601M
$2.66 Million 0.0% of portfolio
112
Q2 2025 Added 115.38%
$351M
$849,000 0.0% of portfolio
230
Q2 2025 New
$7.09B
$622,000 0.0% of portfolio
5
Q2 2025 New
$5.16B
$35.6 Million 0.0% of portfolio
550
Q2 2025 Added 20.88%
$662M
$696,000 0.0% of portfolio
35
Q2 2025 New
$855M
$2.14 Million 0.0% of portfolio
70
Q2 2025 Added 27.27%
$338M
$2.12 Million 0.0% of portfolio
135
Q2 2025 Added 12.5%
$337M
$393,000 0.0% of portfolio
20
Q4 2024 New
$1.62B
$4.01 Million 0.0% of portfolio
65
Q2 2025 Added 550.0%
$2.01B
$3.31 Million 0.0% of portfolio
55
Q2 2025 Reduced 21.43%
$420M
$649,000 0.0% of portfolio
60
Q2 2025 Reduced 45.45%
$2.88B
$9.38 Million 0.0% of portfolio
140
Q2 2025 Added 68.67%
$698M
$1.12 Million 0.0% of portfolio
65
Q2 2025 Reduced 40.91%
$797M
$2.15 Million 0.0% of portfolio
75
Q2 2025 Added 7.14%
$225M
$1.5 Million 0.0% of portfolio
120
Q2 2025 New

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
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email