§ 13F · FUND PROFILE
ROTHSCHILD INVESTMENT LLC.
AUM · $2.7B (13F)Positions · 3636Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$46M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 337K | $98M | 3.7% | +28% |
| 2 | NVDA | NVIDIA CORPORATION COM | 484K | $97M | 3.6% | +17% |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | 190K | $68M | 2.5% | +10% |
| 4 | JPM | JPMORGAN CHASE & CO COM | 160K | $52M | 2.0% | +12% |
| 5 | AMZN | AMAZON COM INC COM | 173K | $41M | 1.5% | +20% |
| 6 | GOOG | ALPHABET INC CAP STK CL C | 115K | $41M | 1.5% | +26% |
| 7 | MSFT | MICROSOFT CORP COM | 102K | $38M | 1.4% | +30% |
| 8 | PRF | INVESCO RAFI US 1000 ETF | 656K | $35M | 1.3% | +2% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 68K | $34M | 1.3% | +8% |
| 10 | PANW | PALO ALTO NETWORKS INC COM | 96K | $33M | 1.2% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROTHSCHILD SIGNAL
AC read
ROTHSCHILD INVESTMENT LLC is a Other fund managing $2.7 billion in assets. The fund runs a massive portfolio of 3,636 positions.
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