§ 13F · FUND PROFILE
ROTHSCHILD INVESTMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.8B (13F)Positions · 3135Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | 415K | $72M | 3.8% | −1% |
| 2 | AAPL | APPLE INC COM | 264K | $67M | 3.5% | +3% |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | 173K | $50M | 2.6% | +1% |
| 4 | JPM | JPMORGAN CHASE & CO COM | 143K | $42M | 2.2% | ±0% |
| 5 | PRF | INVESCO RAFI US 1000 ETF | 643K | $31M | 1.6% | +4% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 63K | $30M | 1.6% | −1% |
| 7 | AMZN | AMAZON COM INC COM | 145K | $30M | 1.6% | +27% |
| 8 | MSFT | MICROSOFT CORP COM | 79K | $29M | 1.5% | +13% |
| 9 | GOOG | ALPHABET INC CAP STK CL C | 91K | $26M | 1.4% | +2% |
| 10 | XOM | EXXON MOBIL CORP COM | 141K | $24M | 1.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROTHSCHILD SIGNAL
AC read
ROTHSCHILD INVESTMENT LLC is a Other fund managing $1.8 billion in assets. The fund runs a massive portfolio of 3,135 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed