Institutions / Rothschild Investment LLC
Rothschild Investment LLC
CIK 85338 · Institution · as of Dec 31, 2025
Portfolio value
$1.82B
Positions
3,427
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 3,427 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $78.09M | 4.3% |
| Apple Inc. | $69.71M | 3.8% |
| Alphabet Inc. | $53.28M | 2.9% |
| JPMORGAN CHASE & CO | $46.07M | 2.5% |
| Microsoft Corp | $33.81M | 1.9% |
| Warren E. Buffett | $31.93M | 1.8% |
| Blackstone Inc | $30.20M | 1.7% |
| Invesco Rafi US 1000 ETF | $29.08M | 1.6% |
| Alphabet Inc. | $27.89M | 1.5% |
| Amazon.com Inc | $26.30M | 1.4% |
| AbbVie Inc. | $22.70M | 1.2% |
| Capital Group Dividend Growers ETF | $21.24M | 1.2% |
| Johnson & Johnson | $20.09M | 1.1% |
| Meta Platforms Inc | $19.91M | 1.1% |
| Chevron Corp | $19.44M | 1.1% |
| State Street SPDR S&P 500 ETF | $19.12M | 1.1% |
| JPMorgan Equity Premium Income ETF | $19.11M | 1.1% |
| Avantis U.S. Small Cap Value ETF | $19.09M | 1.1% |
| Amgen Inc | $19.04M | 1.0% |
| Vanguard Dividend Appreciation ETF | $18.53M | 1.0% |
| Costco Wholesale Corp /New | $18.29M | 1.0% |
| Cambria Foreign Shareholder Yield ETF | $18.13M | 1.0% |
| Cambria Shareholder Yield ETF | $17.22M | 0.9% |
| Exxon Mobil Corp | $17.18M | 0.9% |
| General Dynamics Corp | $16.07M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.