Rothschild Investment LLC Portfolio Holdings

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025

Rothschild Investment LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.77 Trillion distributed in 3135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $79.2B, Apple Inc. with a value of $66.9B, Jpmorgan Chase & CO with a value of $45.8B, Alphabet Inc. with a value of $42.5B, and Microsoft Corp with a value of $36.5B.

Examining the 13F form we can see an increase of $176B in the current position value, from $1.6T to 1.77T.

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 $1.77 Trillion
ETFs: $354 Billion
Technology: $332 Billion
Financial Services: $250 Billion
Industrials: $161 Billion
Healthcare: $142 Billion
Communication Services: $121 Billion
Consumer Cyclical: $96.3 Billion
Energy: $84.6 Billion
Other: $158 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$62.3B
$777 Million 0.04% of portfolio
6,910
Q3 2025 Added 21.27%
$10.2B
$715 Million 0.04% of portfolio
13,207
Q3 2025 Added 40.89%
$55.8B
$742 Million 0.04% of portfolio
5,359
Q3 2025 Added 1,533.84%
$1.26B
$726 Million 0.04% of portfolio
72,850
Q3 2025 Added 14.02%
$26.6B
$788 Million 0.04% of portfolio
5,857
Q3 2025 Added 5.47%
$9.52B
$621 Million 0.04% of portfolio
4,392
Q3 2025 Added 34.07%
$26.8B
$688 Million 0.04% of portfolio
2,460
Q3 2025 Added 1,148.73%
$12.8B
$632 Million 0.04% of portfolio
18,229
Q3 2025 Added 28.55%
$40.2B
$738 Million 0.04% of portfolio
3,451
Q3 2025 Added 1,337.92%
$23.8B
$652 Million 0.04% of portfolio
5,501
Q3 2025 Added 5.18%
$197B
$652 Million 0.04% of portfolio
3,183
Q3 2025 Reduced 4.79%
$74.3B
$697 Million 0.04% of portfolio
11,009
Q3 2025 Added 21.61%
$0
$765 Million 0.04% of portfolio
76,389
Q3 2025 Reduced 4.73%
$10.4B
$738 Million 0.04% of portfolio
18,499
Q3 2025 Reduced 5.25%
$6.02B
$726 Million 0.04% of portfolio
17,265
Q3 2025 Reduced 2.83%
$107B
$681 Million 0.04% of portfolio
898
Q3 2025 Reduced 8.65%
$2.14B
$739 Million 0.04% of portfolio
11,052
Q3 2025 Reduced 4.58%
$376M
$653 Million 0.04% of portfolio
50,067
Q3 2025 Reduced 2.44%
$55.3B
$492 Million 0.03% of portfolio
1,078
Q3 2025 Added 53,800.0%
$147B
$463 Million 0.03% of portfolio
4,738
Q3 2025 Added 3.65%
$59.5B
$471 Million 0.03% of portfolio
10,308
Q3 2025 Reduced 0.05%
$68.7B
$514 Million 0.03% of portfolio
6,156
Q3 2025 Reduced 8.96%
$100B
$577 Million 0.03% of portfolio
2,135
Q3 2025 Added 0.19%
$16.9B
$557 Million 0.03% of portfolio
4,148
Q3 2025 Added 14,714.29%
$18.4B
$481 Million 0.03% of portfolio
936
Q3 2025 New
$18.6B
$484 Million 0.03% of portfolio
9,883
Q3 2025 Reduced 0.28%
$822M
$487 Million 0.03% of portfolio
28,201
Q3 2025 Added 0.11%
$72.7B
$459 Million 0.03% of portfolio
2,341
Q3 2025 Added 6.89%
$32.5B
$499 Million 0.03% of portfolio
605
Q3 2025 Added 426.09%
$4.44B
$554 Million 0.03% of portfolio
27,230
Q3 2025 Added 10.22%
$86.1B
$580 Million 0.03% of portfolio
1,675
Q3 2025 Added 5.81%
$104B
$493 Million 0.03% of portfolio
1,679
Q3 2025 Reduced 3.73%
$54.4B
$513 Million 0.03% of portfolio
1,656
Q3 2025 Reduced 2.93%
$79.5B
$474 Million 0.03% of portfolio
3,678
Q3 2025 Added 147.51%
$42.8B
$473 Million 0.03% of portfolio
1,580
Q3 2025 Added 31,500.0%
$182B
$482 Million 0.03% of portfolio
706
Q3 2025 Added 49.58%
$69.1B
$594 Million 0.03% of portfolio
7,047
Q3 2025 Added 141.92%
$16.8B
$463 Million 0.03% of portfolio
9,114
Q3 2025 Added 4.46%
$47B
$482 Million 0.03% of portfolio
982
Q2 2025 Reduced 0.1%
$79.6B
$495 Million 0.03% of portfolio
3,996
Q3 2025 Added 58.95%
$23.5B
$521 Million 0.03% of portfolio
5,517
Q3 2025 Reduced 1.9%
$14.5B
$481 Million 0.03% of portfolio
1,372
Q3 2025 Added 8,475.0%
$16.1B
$500 Million 0.03% of portfolio
21,808
Q3 2025 Reduced 8.33%
$47.4B
$473 Million 0.03% of portfolio
6,994
Q3 2025 Added 21.26%
$115B
$495 Million 0.03% of portfolio
1,009
Q3 2025 Reduced 14.05%
$37.9B
$539 Million 0.03% of portfolio
6,549
Q3 2025 Added 0.72%
$3.57B
$542 Million 0.03% of portfolio
10,840
Q3 2025 Reduced 0.28%
$46.9B
$540 Million 0.03% of portfolio
4,450
Q3 2025 Added 760.74%
$4.04B
$515 Million 0.03% of portfolio
14,995
Q3 2025 Reduced 0.1%

Summary

  • Portfolio
  • No. of Stocks 3,135
  • Current Value $1.77 Trillion
  • Prior Value $1.6 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 264 stocks
  • Additional Purchases 1,174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,071 stocks
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