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
$7.04B
$585,000 0.0% of portfolio
10
Q2 2025 Added 100.0%
$9.9B
$1.39 Million 0.0% of portfolio
20
Q2 2025 New
$9.44B
$7.39 Million 0.0% of portfolio
110
Q2 2025 Reduced 60.43%
$2.47B
$3.68 Million 0.0% of portfolio
1,419
Q2 2025 Added 156.14%
$3.19B
$5.14 Million 0.0% of portfolio
90
Q2 2025 Reduced 21.74%
$5.68B
$13.6 Million 0.0% of portfolio
377
Q2 2025 Added 66.08%
$647M
$968,000 0.0% of portfolio
45
Q2 2025 Added 12.5%
$0
$35.4 Million 0.0% of portfolio
377
Q2 2025 Reduced 14.12%
$7.78B
$15.5 Million 0.0% of portfolio
102
Q2 2025 Reduced 41.38%
$4.4B
$1.11 Million 0.0% of portfolio
15
Q2 2025 New
$13B
$9.38 Million 0.0% of portfolio
235
Q2 2025 Added 6.82%
$17.3B
$27 Million 0.0% of portfolio
356
Q2 2025 Reduced 7.05%
$1.98B
$4.42 Million 0.0% of portfolio
405
Q2 2025 Added 37.29%
$206M
$608,000 0.0% of portfolio
90
Q2 2025 Added 500.0%
$208M
$588,000 0.0% of portfolio
200
Q2 2025 New
$396M
$374,000 0.0% of portfolio
110
Q2 2025 Added 46.67%
$1.13B
$2.69 Million 0.0% of portfolio
115
Q2 2025 Added 283.33%
$2.05B
$234,000 0.0% of portfolio
10
Q2 2025 Reduced 33.33%
$9.42B
$477,000 0.0% of portfolio
3
Q2 2025 Added 50.0%
$8.26B
$71.7 Million 0.0% of portfolio
1,015
Q2 2025 Added 0.5%
$8.63B
$8.21 Million 0.0% of portfolio
295
Q2 2025 Added 9.26%
Acuren Corp Com
-
$2.32 Million 0.0% of portfolio
-
Q2 2025 New
$0
$57.1 Million 0.0% of portfolio
347
Q2 2025 Added 30.45%
$4.38B
$7.41 Million 0.0% of portfolio
180
Q2 2025 Added 28.57%
Jade Biosciences Inc Com New
-
$300,000 0.0% of portfolio
-
Q2 2025 New
Flowco Hldgs Inc Com Cl A
-
$178,000 0.0% of portfolio
-
Q2 2025 New
$952M
$6.97 Million 0.0% of portfolio
250
Q2 2024 New
Millrose Pptys Inc Com Cl A
-
$2.31 Million 0.0% of portfolio
-
Q2 2025 New
$483M
$358,000 0.0% of portfolio
15
Q2 2025 Reduced 25.0%
$836M
$3.02 Million 0.0% of portfolio
180
Q2 2025 Added 44.0%
$355M
$144,000 0.0% of portfolio
10
Q2 2025 Reduced 83.33%
$1.49B
$1.85 Million 0.0% of portfolio
18
Q2 2025 Reduced 53.85%
$1.36B
$3.25 Million 0.0% of portfolio
142
Q2 2025 Reduced 40.34%
$3.12B
$2.78 Million 0.0% of portfolio
21
Q2 2025 Reduced 51.16%
$0
$23 Million 0.0% of portfolio
430
Q3 2024 New
$13.5B
$197,000 0.0% of portfolio
1
Q2 2025 New
$4.23B
$6.17 Million 0.0% of portfolio
55
Q2 2025 Reduced 19.12%
$2.02B
$2.28 Million 0.0% of portfolio
35
Q1 2025 Added 75.0%
$2.53B
$4.75 Million 0.0% of portfolio
85
Q2 2025 Reduced 5.56%
$1.12B
$1.88 Million 0.0% of portfolio
45
Q2 2025 Added 200.0%
$1.31B
$1.7 Million 0.0% of portfolio
35
Q2 2025 Added 16.67%
$1.03B
$580,000 0.0% of portfolio
20
Q2 2025 Reduced 50.0%
$0
$14.6 Million 0.0% of portfolio
1,303
Q2 2025 Added 2.04%
Metsera Inc Com
-
$427,000 0.0% of portfolio
-
Q2 2025 New
$42.2B
$69.8 Million 0.0% of portfolio
550
Q2 2025 Reduced 6.14%
Titan Amer Sa Common Shares
-
$250,000 0.0% of portfolio
-
Q2 2025 New
$0
$24.2 Million 0.0% of portfolio
455
Q2 2024 New
$0
$25.2 Million 0.0% of portfolio
590
Q3 2024 Reduced 17.71%
$4.43B
$6.85 Million 0.0% of portfolio
880
Q2 2025 Reduced 66.74%

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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