§ 13F · FUND PROFILE
Rothschild & Co Wealth Management UK Ltd.
AUM · $6.9B (13F)Positions · 25Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | 2.84M | $960M | 13.9% | ±0% |
| 2 | BKNG | BOOKING HOLDINGS INC | 4.29M | $765M | 11.0% | +2396% |
| 3 | DE | DEERE & CO | 1.16M | $738M | 10.7% | −3% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 1.46M | $730M | 10.5% | −1% |
| 5 | MA | MASTERCARD INCORPORATED | 1.35M | $693M | 10.0% | ±0% |
| 6 | SUNB | SUNBELT RENTALS HOLDINGS INC | 8.65M | $635M | 9.2% | +2% |
| 7 | SPGI | S&P GLOBAL INC | 1.33M | $543M | 7.8% | −1% |
| 8 | MCO | MOODYS CORP | 1.10M | $500M | 7.2% | ±0% |
| 9 | CP | CANADIAN PACIFIC KANSAS CITY | 5.22M | $453M | 6.5% | −1% |
| 10 | TXN | TEXAS INSTRS INC | 1.29M | $384M | 5.5% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROTHSCHILD SIGNAL
AC read
Rothschild & Co Wealth Management UK Ltd is a Other fund managing $6.9 billion in assets. The fund runs a focused portfolio of just 25 positions.
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