ROTHSCHILD INVESTMENT LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 85338
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.7B
Holdings
3,636
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ROTHSCHILD INVESTMENT LLC disclosed 3,636 positions worth $2.7B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 3.6% of the equity portfolio, followed by $NVDA and $GOOG. During the quarter the fund opened 136 new positions and exited 101 — including a new stake in $HONA and a full exit from $CTRA. The portfolio is most concentrated in Technology (28.5% of disclosed assets). All figures are sourced directly from ROTHSCHILD INVESTMENT LLC’s Form 13F-HR filing with the SEC under CIK 85338.
AI Fund Analysis
Stable
$AAPL3.6% weight
Held 7 quarters
$NVDA3.6% weight
Held 7 quarters
$GOOG2.5% weight
Held 7 quarters
$JPM1.9% weight
Held 7 quarters
$AMZN1.5% weight
Held 7 quarters
AVANTIS U.S. SMALL CAP VAL
6 quarters accumulating
CAPITAL GROUP DIVIDEND GRO
6 quarters accumulating
CAMBRIA SHAREHOLDER YIELD
6 quarters accumulating
CAPITAL GROUP GLOBAL GROWT
6 quarters accumulating
JPMORGAN BETABUILDERS INTE
6 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$97.7M337,494 sh - 85.9#5
Quality
$96.9M484,103 sh - 78.2#57
Quality
$67.9M190,103 sh - 70.7
Quality
$52.2M159,525 sh - 68.7
Quality
$41.3M173,367 sh - 78.2
Quality
$40.5M114,712 sh - 79.8
Quality
$38.2M102,397 sh - —
Quality
$35.5M656,475 sh - 73.8
Quality
$34.1M68,150 sh - 65.5
Quality
$32.7M95,932 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $97.7M | 337,494 |
| NVIDIA CORP$NVDA | 85.9#5 | $96.9M | 484,103 |
| Alphabet Inc.$GOOG | 78.2#57 | $67.9M | 190,103 |
| JPMORGAN CHASE & CO$JPM | 70.7 | $52.2M | 159,525 |
| AMAZON COM INC$AMZN | 68.7 | $41.3M | 173,367 |
 Alphabet Inc.$GOOGL | 78.2 | $40.5M | 114,712 |
 MICROSOFT CORP$MSFT | 79.8 | $38.2M | 102,397 |
 Invesco Ltd.$IVZ | — | $35.5M | 656,475 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $34.1M | 68,150 |
 Palo Alto Networks Inc$PANW | 65.5 | $32.7M | 95,932 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ROTHSCHILD INVESTMENT LLC's 3,636 positions.
Showing top 10 of 3,636 holdings.
Sector Allocation
Technology
$761.4M
Other
$508.9M
Financials
$394.0M
Industrials
$247.8M
Healthcare
$207.0M
Consumer Discretionary
$158.0M
Energy
$117.7M
Utilities
$80.6M
Top Holdings — ROTHSCHILD INVESTMENT LLC (Q2 2026)
Top 150 of 3,636 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $97.7M | 3.6% | +28% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $96.9M | 3.6% | +17% | 85.9 |
| 3 | $GOOG | Alphabet Inc. | $67.9M | 2.5% | +10% | 78.2 |
| 4 | $JPM | JPMORGAN CHASE & CO | $52.2M | 1.9% | +12% | 70.7 |
| 5 | $AMZN | AMAZON COM INC | $41.3M | 1.5% | +20% | 68.7 |
| 6 | $GOOGL | Alphabet Inc. | $40.5M | 1.5% | +26% | 78.2 |
| 7 | $MSFT | MICROSOFT CORP | $38.2M | 1.4% | +30% | 79.8 |
| 8 | $IVZ | Invesco Ltd. | $35.5M | 1.3% | +2% | — |
| 9 | $BRK.B | BERKSHIRE HATHAWAY INC | $34.1M | 1.3% | +8% | 73.8 |
| 10 | $PANW | Palo Alto Networks Inc | $32.7M | 1.2% | +24% | 65.5 |
| 11 |  $ABBV | AbbVie Inc. | $30.8M | 1.1% | +15% | 72.7 |
| 12 |  $BX | Blackstone Inc. | $28.3M | 1.1% | +17% | 74.4 |
| 13 |  $COST | COSTCO WHOLESALE CORP /NEW | $27.0M | 1.0% | +38% | 66.1 |
| 14 | — | AVANTIS U.S. SMALL CAP VALUE ETF - ETF | $26.5M | 1.0% | +11% | — |
| 15 | — | CAPITAL GROUP DIVIDEND GROWERS ETF - ETF | $25.6M | 1.0% | +3% | — |
| 16 |  $JNJ | JOHNSON & JOHNSON | $24.6M | 0.9% | -1% | 69 |
| 17 |  $CAT | CATERPILLAR INC | $23.8M | 0.9% | -2% | 66.5 |
| 18 | — | CAMBRIA SHAREHOLDER YIELD ETF - ETF | $23.0M | 0.9% | +5% | — |
| 19 |  $CVX | CHEVRON CORP | $22.3M | 0.8% | +25% | 62.8 |
| 20 | — | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF - ETF | $22.1M | 0.8% | +4% | — |
| 21 |  $AMD | ADVANCED MICRO DEVICES INC | $21.6M | 0.8% | -10% | 79.8 |
| 22 |  $AMGN | AMGEN INC | $21.4M | 0.8% | +1% | 79.2 |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $21.2M | 0.8% | -1% | — |
| 24 |  $MRVL | Marvell Technology, Inc. | $20.7M | 0.8% | -11% | 76.5 |
| 25 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $20.6M | 0.8% | +4% | — |
| 26 |  $GE | GENERAL ELECTRIC CO | $20.6M | 0.8% | +12% | 73.8 |
| 27 |  $XOM.R34088 | EXXON MOBIL CORP | $20.4M | 0.8% | +5% | 57.9 |
| 28 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $20.3M | 0.8% | +1% | — |
| 29 |  $AVGO | Broadcom Inc. | $19.8M | 0.7% | +23% | 84.5 |
| 30 |  $META | Meta Platforms, Inc. | $18.9M | 0.7% | +10% | 79.6 |
| 31 |  $LLY | ELI LILLY & Co | $18.9M | 0.7% | +51% | 87.5 |
| 32 |  $CSCO | CISCO SYSTEMS, INC. | $17.8M | 0.7% | -0% | 70.3 |
| 33 |  $GD | GENERAL DYNAMICS CORP | $17.4M | 0.7% | +23% | 68.8 |
| 34 | — | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF - ETF | $17.2M | 0.6% | +10% | — |
| 35 | — | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF - ETF | $17.2M | 0.6% | +13% | — |
| 36 | — | CAPITAL GROUP DIVIDEND VALUE ETF - ETF | $16.7M | 0.6% | +16% | — |
| 37 |  $V | VISA INC. | $16.6M | 0.6% | +52% | 82.9 |
| 38 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $15.1M | 0.6% | +17% | 65.2 |
| 39 | — | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF | $14.7M | 0.6% | +21% | — |
| 40 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | $13.7M | 0.5% | +5% | — |
| 41 | — | VANGUARD S&P 500 ETF - ETF | $13.2M | 0.5% | +3% | — |
| 42 |  $MU | MICRON TECHNOLOGY INC | $12.8M | 0.5% | +77% | 86.2 |
| 43 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - ETF | $12.7M | 0.5% | +1% | — |
| 44 |  $HD | HOME DEPOT, INC. | $12.6M | 0.5% | +35% | 60.3 |
| 45 |  $SYK | STRYKER CORP | $12.4M | 0.5% | +36% | 72.1 |
| 46 |  $MRK | Merck & Co., Inc. | $12.4M | 0.5% | -1% | 59.9 |
| 47 |  $QCOM | QUALCOMM INC/DE | $12.4M | 0.5% | +1% | 70.5 |
| 48 |  $NFLX | NETFLIX INC | $12.4M | 0.5% | +2% | 78.8 |
| 49 |  $STX | Seagate Technology Holdings plc | $12.1M | 0.5% | +28% | — |
| 50 |  $ORCL | ORACLE CORP | $11.6M | 0.4% | +5% | 68.2 |
| 51 |  $DLR | DIGITAL REALTY TRUST, INC. | $11.3M | 0.4% | +9% | 72.8 |
| 52 |  $PSX | Phillips 66 | $10.7M | 0.4% | +26% | 57.8 |
| 53 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $10.7M | 0.4% | +12% | 54.9 |
| 54 | $IVZ | Invesco Ltd. | $10.6M | 0.4% | +9% | — |
| 55 |  $SO | SOUTHERN CO | $10.5M | 0.4% | +9% | 62 |
| 56 |  $CMI | CUMMINS INC | $10.4M | 0.4% | +25% | 58.1 |
| 57 | — | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF - ETF | $9.9M | 0.4% | +1% | — |
| 58 |  $UNP | UNION PACIFIC CORP | $9.8M | 0.4% | -0% | 69.6 |
| 59 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $9.6M | 0.4% | +33% | 70 |
| 60 |  $NUE | NUCOR CORP | $9.3M | 0.3% | -0% | 61.7 |
| 61 |  $INTC | INTEL CORP | $9.2M | 0.3% | +21% | 45.6 |
| 62 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $9.2M | 0.3% | +296% | — |
| 63 |  $ETN | Eaton Corp plc | $9.1M | 0.3% | +12% | — |
| 64 |  $CBOE | Cboe Global Markets, Inc. | $8.9M | 0.3% | -0% | 79.2 |
| 65 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | $8.7M | 0.3% | +11% | — |
| 66 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | $8.6M | 0.3% | +4% | — |
| 67 | — | PERFORMANCE TRUST SHORT TERM BOND ETF - ETF | $8.5M | 0.3% | +38% | — |
| 68 |  $HON | HONEYWELL INTERNATIONAL INC | $8.5M | 0.3% | -40% | 65 |
| 69 |  $GLW | CORNING INC /NY | $8.4M | 0.3% | -0% | 73.7 |
| 70 |  $HONA | Honeywell Aerospace Inc. | $8.4M | 0.3% | NEW | — |
| 71 |  $TSLA | Tesla, Inc. | $8.2M | 0.3% | +70% | 53.9 |
| 72 |  $BAC | BANK OF AMERICA CORP /DE/ | $8.1M | 0.3% | +4% | 67.6 |
| 73 |  $TOST | Toast, Inc. | $7.9M | 0.3% | +49% | 69.5 |
| 74 |  $RTX | RTX Corp | $7.8M | 0.3% | +15% | 73.2 |
| 75 |  $PSA | Public Storage | $7.6M | 0.3% | +1% | 69.1 |
| 76 | — | VANGUARD EXTENDED MARKET ETF - ETF | $7.4M | 0.3% | -2% | — |
| 77 |  $CEG | Constellation Energy Corp | $7.2M | 0.3% | +4% | 59.4 |
| 78 |  $VZ | VERIZON COMMUNICATIONS INC | $7.1M | 0.3% | -1% | 65.8 |
| 79 |  $ITW | ILLINOIS TOOL WORKS INC | $7.1M | 0.3% | -47% | 63.6 |
| 80 |  $MCD | MCDONALDS CORP | $7.1M | 0.3% | +14% | 69 |
| 81 |  $WMT | Walmart Inc. | $7.0M | 0.3% | -8% | 60.2 |
| 82 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $6.8M | 0.3% | -5% | — |
| 83 |  $LMT | LOCKHEED MARTIN CORP | $6.7M | 0.3% | +21% | 65.7 |
| 84 | — | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF - ETF | $6.7M | 0.3% | +8% | — |
| 85 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $6.6M | 0.3% | +11% | 61.4 |
| 86 |  $MET | METLIFE INC | $6.6M | 0.3% | +9% | 56.2 |
| 87 |  $UNH | UNITEDHEALTH GROUP INC | $6.5M | 0.2% | +48% | 62.7 |
| 88 |  $EMR | EMERSON ELECTRIC CO | $6.3M | 0.2% | +14% | 65.3 |
| 89 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.3M | 0.2% | +0% | — |
| 90 | $IVZ | Invesco Ltd. | $6.3M | 0.2% | -7% | — |
| 91 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $6.1M | 0.2% | -1% | — |
| 92 |  $KLAC | KLA CORP | $5.9M | 0.2% | +862% | 78.6 |
| 93 |  $ALL | ALLSTATE CORP | $5.9M | 0.2% | -1% | 78.5 |
| 94 |  $LIN | LINDE PLC | $5.8M | 0.2% | +26% | — |
| 95 |  $GEV | GE Vernova Inc. | $5.8M | 0.2% | +72% | 81.1 |
| 96 |  $DE | DEERE & CO | $5.7M | 0.2% | -1% | 55.4 |
| 97 |  $MPC | Marathon Petroleum Corp | $5.6M | 0.2% | +8% | 61 |
| 98 |  $BMY | BRISTOL MYERS SQUIBB CO | $5.6M | 0.2% | +65% | 70.4 |
| 99 |  $WFC | WELLS FARGO & COMPANY/MN | $5.6M | 0.2% | +134% | 61.8 |
| 100 | — | T. ROWE PRICE BLUE CHIP GROWTH ETF - ETF | $5.5M | 0.2% | +25% | — |
| 101 | — | CAMBRIA EMERGING SHAREHOLDER YIELD ETF - ETF | $5.5M | 0.2% | -2% | — |
| 102 |  $BA | BOEING CO | $5.4M | 0.2% | +14% | 61.6 |
| 103 |  $SNOW | Snowflake Inc. | $5.4M | 0.2% | +207% | 54.9 |
| 104 |  $WDC | WESTERN DIGITAL CORP | $5.4M | 0.2% | +162% | 80.7 |
| 105 |  $ABT | ABBOTT LABORATORIES | $5.2M | 0.2% | +56% | 65.5 |
| 106 |  $ED | CONSOLIDATED EDISON INC | $5.2M | 0.2% | +48% | 67.3 |
| 107 |  $CVS | CVS HEALTH Corp | $5.2M | 0.2% | -6% | 59.4 |
| 108 |  $KMI | KINDER MORGAN, INC. | $5.1M | 0.2% | +8% | 71.3 |
| 109 |  $PFE | PFIZER INC | $5.1M | 0.2% | +67% | 62.1 |
| 110 | — | INNOVATOR U.S. EQUITY BUFFER ETF - JULY - ETF | $5.0M | 0.2% | -1% | — |
| 111 | — | ISHARES MSCI EAFE ETF - ETF | $4.9M | 0.2% | +0% | — |
| 112 |  $AJG | Arthur J. Gallagher & Co. | $4.9M | 0.2% | +1102% | 71.3 |
| 113 | — | INVESCO RAFI EMERGING MARKETS ETF - ETF | $4.8M | 0.2% | -0% | — |
| 114 |  $FCX | FREEPORT-MCMORAN INC | $4.8M | 0.2% | +99% | 62 |
| 115 |  $PG | PROCTER & GAMBLE Co | $4.8M | 0.2% | +0% | 64.6 |
| 116 |  $HWM | Howmet Aerospace Inc. | $4.8M | 0.2% | +1147% | 73.9 |
| 117 |  $FIX | COMFORT SYSTEMS USA INC | $4.7M | 0.2% | +99% | 77.7 |
| 118 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $4.6M | 0.2% | +4% | — |
| 119 | $IVZ | Invesco Ltd. | $4.6M | 0.2% | +17% | — |
| 120 |  $DUK | Duke Energy CORP | $4.6M | 0.2% | -1% | 56.4 |
| 121 | — | ISHARES 1-3 YEAR TREASURY BOND ETF - ETF | $4.5M | 0.2% | +37% | — |
| 122 |  $PEP | PEPSICO INC | $4.5M | 0.2% | +71% | 63.5 |
| 123 |  $LRCX | LAM RESEARCH CORP | $4.5M | 0.2% | +57% | 79.4 |
| 124 | — | CAPITAL GROUP SHORT DURATION INCOME ETF - ETF | $4.4M | 0.2% | +1% | — |
| 125 |  $AMAT | APPLIED MATERIALS INC /DE | $4.4M | 0.2% | +77% | 72.3 |
| 126 |  $WT | WisdomTree, Inc. | $4.4M | 0.2% | -0% | 59.9 |
| 127 |  $DVN | DEVON ENERGY CORP/DE | $4.4M | 0.2% | +57% | 74.8 |
| 128 |  $CB | Chubb Ltd | $4.4M | 0.2% | +106% | — |
| 129 |  $AON | Aon plc | $4.3M | 0.2% | +125% | — |
| 130 |  $NKE | NIKE, Inc. | $4.3M | 0.2% | -25% | 49.3 |
| 131 |  $PLTR | Palantir Technologies Inc. | $4.2M | 0.2% | +41% | 84.6 |
| 132 |  $FDX | FEDEX CORP | $4.2M | 0.2% | +26% | 60.3 |
| 133 |  $TRV | TRAVELERS COMPANIES, INC. | $4.1M | 0.1% | +166% | 75.9 |
| 134 |  $COF | CAPITAL ONE FINANCIAL CORP | $4.1M | 0.1% | +167% | 62.4 |
| 135 |  $COP | CONOCOPHILLIPS | $4.1M | 0.1% | -1% | 70.2 |
| 136 |  $KKR | KKR & Co. Inc. | $4.0M | 0.1% | +6% | 54.3 |
| 137 |  $ABNB | Airbnb, Inc. | $3.9M | 0.1% | +208% | 71.1 |
| 138 |  $TER | TERADYNE, INC | $3.9M | 0.1% | +297% | 77.3 |
| 139 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | $3.8M | 0.1% | +499% | — |
| 140 |  $CRS | CARPENTER TECHNOLOGY CORP | $3.8M | 0.1% | +393% | 64.6 |
| 141 |  $GS | GOLDMAN SACHS GROUP INC | $3.8M | 0.1% | +23% | 73.5 |
| 142 | — | CAPITAL GROUP CORE BOND ETF - ETF | $3.7M | 0.1% | +14% | — |
| 143 |  $EIX | EDISON INTERNATIONAL | $3.7M | 0.1% | +46% | 61.2 |
| 144 |  $TEL | TE Connectivity plc | $3.7M | 0.1% | +85% | — |
| 145 |  $HUBS | HUBSPOT INC | $3.6M | 0.1% | +130% | 70.5 |
| 146 |  $CNC | CENTENE CORP | $3.6M | 0.1% | +82% | 58.2 |
| 147 |  $VTR | Ventas, Inc. | $3.6M | 0.1% | +8% | 62.5 |
| 148 |  $PCG | PG&E Corp | $3.5M | 0.1% | +157% | 58.8 |
| 149 |  $D | DOMINION ENERGY, INC | $3.5M | 0.1% | -1% | 69.9 |
| 150 |  $NSC | NORFOLK SOUTHERN CORP | $3.5M | 0.1% | +1% | 63.1 |
New Positions (136)
$HONA Honeywell Aerospace Inc.$8.4M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$2.5M
$FDXF FedEx Freight Holding Company, Inc.$1.0M
$MAIR Madison Air Solutions Corp$481,650
$IPGP IPG PHOTONICS CORP$424,464
$DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.$331,200
$SEB SEABOARD CORP /DE/$321,432 ISHARES TOP 20 U.S. STOCKS ETF - ETF$303,687
$EVN Eaton Vance Municipal Income Trust$281,500
$PSN PARSONS CORP$217,942
$VKQ Invesco Municipal Trust$200,800
$MSBT Morgan Stanley Bitcoin Trust$185,350
$DSM BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC.$153,750
$HRZN Horizon Technology Finance Corp$99,269
$WOLF WOLFSPEED, INC.$96,500Exited Positions (101)
$CTRA Coterra Energy Inc.
$AL AIR LEASE CORP
$CXH MFS INVESTMENT GRADE MUNICIPAL TRUST
$MASI MASIMO CORP
$MRCC MONROE CAPITAL Corp
$PKST Peakstone Realty Trust
$STEW SRH Total Return Fund, Inc.
$EPAM EPAM Systems, Inc.
$CET CENTRAL SECURITIES CORP
$UI Ubiquiti Inc.
$LOPE Grand Canyon Education, Inc. VANGUARD FINANCIALS ETF
$ESAB ESAB Corp
$TPH Tri Pointe Homes, Inc.
$TERN Terns Pharmaceuticals, Inc.Browse Top Institutional Investors
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