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
$5.11B
$871,000 0.0% of portfolio
10
Q2 2024 New
$7.28B
$1.09 Million 0.0% of portfolio
30
Q2 2025 Reduced 25.0%
$6.26B
$7.51 Million 0.0% of portfolio
1,714
Q2 2025 Reduced 15.36%
$178M
$466,000 0.0% of portfolio
70
Q2 2025 Reduced 66.67%
$23.3B
$8.48 Million 0.0% of portfolio
55
Q2 2025 Reduced 8.33%
$1.9B
$4.55 Million 0.0% of portfolio
325
Q2 2025 Added 400.0%
$1.76B
$3.63 Million 0.0% of portfolio
360
Q2 2025 Added 5.88%
$1.54B
$3.1 Million 0.0% of portfolio
310
Q2 2025 Added 113.79%
$11.7B
$901,000 0.0% of portfolio
5
Q2 2025 New
$604M
$936,000 0.0% of portfolio
55
Q2 2025 Reduced 47.62%
$6.11B
$2.01 Million 0.0% of portfolio
17
Q2 2025 Added 54.55%
$115B
$48.8 Million 0.0% of portfolio
3,172
Q2 2025 Added 2.39%
Virgin Galactic Holdings Inc Com New
-
$14,000 0.0% of portfolio
-
Q2 2025 Reduced 97.44%
$4.39B
$16.5 Million 0.0% of portfolio
245
Q2 2025 Reduced 39.51%
$0
$16.8 Million 0.0% of portfolio
574
Q2 2025 New
$3.04B
$4.37 Million 0.0% of portfolio
360
Q2 2025 Added 50.0%
$915M
$1.01 Million 0.0% of portfolio
85
Q2 2025 Added 13.33%
$7.7B
$159,000 0.0% of portfolio
5
Q2 2025 New
$1.19B
$1.69 Million 0.0% of portfolio
170
Q2 2025 Reduced 5.56%
$2.24B
$1.09 Million 0.0% of portfolio
190
Q2 2025 Reduced 32.14%
$0
$1.21 Million 0.0% of portfolio
12
Q2 2024 New
$259M
$691,000 0.0% of portfolio
100
Q2 2025 Reduced 44.44%
$2.68B
$8.21 Million 0.0% of portfolio
110
Q2 2025 Added 46.67%
$13.9B
$1.66 Million 0.0% of portfolio
8
Q2 2025 Added 14.29%
$4.31B
$15.3 Million 0.0% of portfolio
180
Q2 2025 Added 2.86%
$30.7B
$56.5 Million 0.0% of portfolio
971
Q2 2025 Reduced 6.45%
$558M
$1.51 Million 0.0% of portfolio
60
Q2 2025 Reduced 45.45%
$9.32B
$15.6 Million 0.0% of portfolio
101
Q2 2025 Added 114.89%
$5.45B
$8.24 Million 0.0% of portfolio
80
Q2 2025 Added 45.45%
$0
$41.5 Million 0.0% of portfolio
1,998
Q1 2024 Reduced 13.05%
$4.78B
$9.19 Million 0.0% of portfolio
225
Q2 2025 Added 36.36%
$719M
$2 Million 0.0% of portfolio
20
Q2 2025 Added 33.33%
$18.8B
$28.3 Million 0.0% of portfolio
522
Q2 2025 Reduced 25.11%
Two Hbrs Invt Corp Com
-
$808,000 0.0% of portfolio
-
Q2 2025 Reduced 44.44%
$1.2B
$9.16 Million 0.0% of portfolio
1,545
Q2 2025 Reduced 12.96%
$2.03B
$3.32 Million 0.0% of portfolio
40
Q2 2025 Added 33.33%
$2.48B
$4.11 Million 0.0% of portfolio
195
Q2 2025 Added 5.41%
$419M
$1.54 Million 0.0% of portfolio
338
Q2 2025 Added 55.05%
$1.95B
$3.44 Million 0.0% of portfolio
300
Q2 2025 Added 36.36%
$3.83B
$8.58 Million 0.0% of portfolio
190
Q2 2025 Added 137.5%
$536M
$1.33 Million 0.0% of portfolio
125
Q2 2025 Added 31.58%
$45.3B
$2.8 Million 0.0% of portfolio
15
Q1 2025 Reduced 53.13%
$656M
$1.55 Million 0.0% of portfolio
105
Q2 2025 Reduced 22.22%
$0
$9.62 Million 0.0% of portfolio
319
Q4 2024 Reduced 31.1%
$1.13B
$753,000 0.0% of portfolio
25
Q2 2025 New
$0
$20 Million 0.0% of portfolio
350
Q4 2024 Reduced 19.54%
$0
$18.9 Million 0.0% of portfolio
248
Q3 2024 Reduced 21.77%
$1.11B
$516,000 0.0% of portfolio
10
Q4 2024 Added 100.0%
$3.71B
$3.49 Million 0.0% of portfolio
210
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
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