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
$3.09B
$4.18 Million 0.0% of portfolio
205
Q2 2025 Added 28.13%
$3.42B
$8.25 Million 0.0% of portfolio
385
Q2 2025 Added 26.23%
$72.7B
$34.5 Million 0.0% of portfolio
328
Q2 2025 Added 0.92%
Ouster Inc Com New
-
$4.37 Million 0.0% of portfolio
-
Q2 2025 Added 111.76%
$51.6B
$300,000 0.0% of portfolio
10
Q1 2025 Reduced 50.0%
Aeva Technologies Inc Com New
-
$3.21 Million 0.0% of portfolio
-
Q2 2025 New
$1.05B
$2.63 Million 0.0% of portfolio
295
Q2 2025 Added 84.38%
$794M
$1.94 Million 0.0% of portfolio
165
Q2 2025 Added 37.5%
$2.17B
$4.45 Million 0.0% of portfolio
325
Q2 2025 Added 41.3%
$3.03B
$16.3 Million 0.0% of portfolio
226
Q2 2025 Added 18.32%
$3.46B
$1.86 Million 0.0% of portfolio
65
Q2 2025 Reduced 48.0%
$3B
$3.36 Million 0.0% of portfolio
240
Q2 2025 Added 6.67%
$900M
$2.1 Million 0.0% of portfolio
160
Q2 2025 Added 33.33%
$2.2B
$3.56 Million 0.0% of portfolio
45
Q2 2025 Added 28.57%
$1.68B
$755,000 0.0% of portfolio
2
Q2 2025 Reduced 33.33%
$1.6B
$1.97 Million 0.0% of portfolio
225
Q2 2025 Added 28.57%
$1.31B
$3.86 Million 0.0% of portfolio
360
Q2 2025 Added 33.33%
$1.13B
$762,000 0.0% of portfolio
210
Q2 2025 Reduced 6.67%
$639M
$3.53 Million 0.0% of portfolio
520
Q2 2025 Added 940.0%
$45.8B
$71.9 Million 0.0% of portfolio
205
Q2 2025 Added 1,950.0%
$2.3B
$4.22 Million 0.0% of portfolio
140
Q2 2025 Added 40.0%
$6.73B
$74.3 Million 0.0% of portfolio
1,409
Q2 2025 Reduced 7.49%
$170B
$9.8 Million 0.0% of portfolio
28
Q2 2025 Added 16.67%
$440M
$1.52 Million 0.0% of portfolio
660
Q2 2025 Added 3.13%
$872M
$3.04 Million 0.0% of portfolio
600
Q2 2025 Reduced 17.24%
$769M
$1.87 Million 0.0% of portfolio
170
Q2 2025 Added 47.83%
$2.49B
$3.74 Million 0.0% of portfolio
360
Q2 2025 New
$5.33B
$218,000 0.0% of portfolio
17
Q3 2024 New
$427M
$344,000 0.0% of portfolio
35
Q2 2025 Reduced 50.0%
Pagaya Technologies LTD Cl A New
-
$3.41 Million 0.0% of portfolio
-
Q2 2025 New
$400M
$853,000 0.0% of portfolio
145
Q2 2025 Reduced 27.5%
$921M
$1.31 Million 0.0% of portfolio
205
Q2 2025 Added 32.26%
$2.54B
$3.68 Million 0.0% of portfolio
160
Q2 2025 Added 6.67%
$9.19B
$728,000 0.0% of portfolio
20
Q2 2025 New
-
$54,000 0.0% of portfolio
-
Q2 2024 New
$3.91B
$7.37 Million 0.0% of portfolio
175
Q2 2025 Added 775.0%
$2.82B
$2.92 Million 0.0% of portfolio
165
Q2 2025 New
$372M
$382,000 0.0% of portfolio
75
Q2 2025 Reduced 34.78%
$566M
$428,000 0.0% of portfolio
15
Q4 2024 Added 200.0%
$382M
$344,000 0.0% of portfolio
180
Q2 2025 Reduced 35.71%
$362M
$312,000 0.0% of portfolio
120
Q2 2025 New
$542M
$144,000 0.0% of portfolio
5
Q1 2025 Reduced 66.67%
$831M
$1.69 Million 0.0% of portfolio
105
Q2 2025 Added 250.0%
$3.43B
$6.64 Million 0.0% of portfolio
33
Q2 2025 Added 17.86%
$9.52B
$50.8 Million 0.0% of portfolio
743
Q2 2025 Reduced 6.31%
$1.21B
$1.31 Million 0.0% of portfolio
325
Q2 2025 Added 75.68%
$1.37B
$2.98 Million 0.0% of portfolio
255
Q2 2025 Added 218.75%
$2.8B
$49 Million 0.0% of portfolio
431
Q1 2025 Added 2.38%
$409M
$351,000 0.0% of portfolio
70
Q2 2025 Added 27.27%

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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