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
$0
$481 Million 0.03% of portfolio
2,722
Q2 2025 Added 4.01%
$59B
$461 Million 0.03% of portfolio
1,893
Q2 2025 Added 55.16%
$16.2B
$446 Million 0.03% of portfolio
1,446
Q2 2025 Added 7.83%
$0
$433 Million 0.03% of portfolio
15,950
Q2 2025 Reduced 1.24%
$0
$528 Million 0.03% of portfolio
53,700
Q2 2024 New
$150B
$463 Million 0.03% of portfolio
1,549
Q2 2025 Reduced 9.42%
$14.2B
$451 Million 0.03% of portfolio
3,276
Q2 2025 Reduced 4.71%
$0
$510 Million 0.03% of portfolio
45,576
Q2 2025 Reduced 15.08%
$69.4B
$419 Million 0.03% of portfolio
2,684
Q2 2025 Reduced 0.89%
$0
$491 Million 0.03% of portfolio
50,933
Q1 2025 Reduced 7.73%
$21.6B
$478 Million 0.03% of portfolio
5,239
Q2 2025 Reduced 5.31%
$13.6B
$488 Million 0.03% of portfolio
14,180
Q2 2025 Reduced 3.14%
$0
$556 Million 0.03% of portfolio
6,635
Q2 2025 Reduced 12.19%
$3.9B
$406 Million 0.03% of portfolio
22,938
Q2 2025 Reduced 0.82%
$0
$557 Million 0.03% of portfolio
4,400
Q2 2025 Reduced 23.86%
$6.45B
$505 Million 0.03% of portfolio
3,270
Q2 2025 Added 0.03%
$0
$440 Million 0.03% of portfolio
36,577
Q2 2025 Added 2.37%
$42.3B
$541 Million 0.03% of portfolio
1,323
Q2 2025 Added 0.68%
$0
$404 Million 0.03% of portfolio
7,093
Q2 2025 Added 36.75%
$144B
$503 Million 0.03% of portfolio
4,539
Q2 2025 Added 1.89%
$0
$557 Million 0.03% of portfolio
69,400
Q2 2025 Reduced 83.77%
$0
$460 Million 0.03% of portfolio
7,193
Q2 2025 Added 0.45%
$0
$529 Million 0.03% of portfolio
7,994
Q2 2025 Added 1.96%
$0
$415 Million 0.03% of portfolio
45,207
Q2 2025 Reduced 8.13%
$3.95B
$453 Million 0.03% of portfolio
18,565
Q2 2025 Reduced 1.04%
$0
$435 Million 0.03% of portfolio
8,839
Q2 2025 Added 0.18%
$71.8B
$443 Million 0.03% of portfolio
557
Q2 2025 Reduced 4.79%
$169B
$496 Million 0.03% of portfolio
2,235
Q2 2025 Reduced 16.39%
$69.5B
$489 Million 0.03% of portfolio
5,375
Q2 2025 Added 4.82%
$0
$495 Million 0.03% of portfolio
6,549
Q3 2024 Added 4,577.86%
Gsk PLC Sponsored Adr
-
$494 Million 0.03% of portfolio
-
Q2 2025 Added 4.81%
$0
$512 Million 0.03% of portfolio
5,586
Q2 2025 Reduced 3.36%
$26.4B
$290 Million 0.02% of portfolio
3,832
Q2 2025 Added 19.45%
$739M
$274 Million 0.02% of portfolio
9,840
Q2 2025 Reduced 0.2%
$23.5B
$374 Million 0.02% of portfolio
3,270
Q2 2025 Added 1.65%
$0
$276 Million 0.02% of portfolio
6,514
Q2 2025 Reduced 2.18%
$36.8B
$245 Million 0.02% of portfolio
798
Q2 2025 Added 0.63%
$3.69B
$306 Million 0.02% of portfolio
7,500
Q4 2023 Added 8.0%
$116B
$287 Million 0.02% of portfolio
748
Q2 2025 Added 2.33%
$0
$290 Million 0.02% of portfolio
6,009
Q4 2024 Reduced 6.87%
$29.6B
$368 Million 0.02% of portfolio
7,104
Q2 2025 Reduced 0.56%
$35.1B
$322 Million 0.02% of portfolio
11,457
Q2 2025 Reduced 2.41%
$7.79B
$272 Million 0.02% of portfolio
2,764
Q2 2025 Added 8.26%
$20.1B
$376 Million 0.02% of portfolio
11,462
Q2 2025 Added 3.66%
$0
$265 Million 0.02% of portfolio
4,300
Q2 2024 New
$106B
$243 Million 0.02% of portfolio
2,312
Q2 2025 Reduced 9.44%
$8.96B
$253 Million 0.02% of portfolio
2,225
Q2 2025 Reduced 1.98%
$102B
$324 Million 0.02% of portfolio
442
Q2 2025 Reduced 1.56%
$46.9B
$298 Million 0.02% of portfolio
19,295
Q2 2025 Reduced 0.53%

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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