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 Market Cap. of Under $50 Millions
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