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Rothschild Investment

Latest statistics and disclosures from Rothschild Investment's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, GOOGL, JPM, MSFT, and represent 15.45% of Rothschild Investment's stock portfolio.
Added to shares of these 10 stocks: NFLX (+$10M), PAVE (+$9.8M), TOST (+$6.3M), STBF, EXLS, VTI, CGMS, TCHP, USEW, HII.
Started 404 new stock positions in FV, MNTK, BALY, GDRX, TLRY, KFS, ACDC, AII, YELP, FLY.
Reduced shares in these 10 stocks: TLT (-$5.7M), APO (-$5.4M), FWRD (-$5.0M), CIEN, CAT, GOOG, AAPL, ARE, GOOGL, PFF.
Sold out of its positions in ANGI, AZ, ABX, Aberdeen Australia Equity Fund, ACHC, AKRO, ALE, IPAY, ATEX, ARCT.
Rothschild Investment was a net buyer of stock by $28M.
Rothschild Investment has $1.8B in assets under management (AUM), dropping by 2.58%.
Central Index Key (CIK): 0000085338

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Portfolio Holdings for Rothschild Investment

Rothschild Investment holds 3427 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Rothschild Investment has 3427 total positions. Only the first 250 positions are shown.

Sign up to view all of the Rothschild Investment Dec. 31, 2025 positions
Download the Rothschild Investment December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	4.3	$78M		419k	186.50	View chart
Apple Stock (AAPL)	3.8	$70M	-2%	256k	271.86	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.9	$53M	-2%	170k	313.00	View chart
Jpmorgan Chase & Co Stock (JPM)	2.5	$46M		143k	322.22	View chart
Microsoft Corp Stock (MSFT)	1.9	$34M		70k	483.62	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.8	$32M		64k	502.65	View chart
Blackstone Stock (BX)	1.7	$30M		196k	154.14	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	1.6	$29M		620k	46.92	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.5	$28M	-7%	89k	313.80	View chart
Amazon Stock (AMZN)	1.4	$26M	+2%	114k	230.82	View chart
Abbvie Stock (ABBV)	1.2	$23M	-2%	99k	228.49	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	1.2	$21M	+4%	596k	35.64	View chart
Johnson & Johnson Stock (JNJ)	1.1	$20M		97k	206.95	View chart
Meta Platforms Inc Cl A Stock (META)	1.1	$20M		30k	660.09	View chart
Chevron Corporation Stock (CVX)	1.1	$19M	-3%	128k	152.41	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.1	$19M	+2%	28k	681.92	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	1.1	$19M		334k	57.24	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	1.1	$19M	+2%	187k	101.98	View chart
Amgen Stock (AMGN)	1.0	$19M		58k	327.31	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.0	$19M	+3%	84k	219.78	View chart
Costco Wholesale Corporation Stock (COST)	1.0	$18M	-2%	21k	862.34	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	1.0	$18M	+6%	558k	32.49	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.9	$17M	+6%	248k	69.52	View chart
Exxon Mobil Corp Stock (XOM)	0.9	$17M		143k	120.34	View chart
General Dynamics Corp Stock (GD)	0.9	$16M		48k	336.66	View chart
Thermo Fisher Scientific Stock (TMO)	0.8	$15M		26k	579.45	View chart
Oracle Corp Stock (ORCL)	0.8	$14M	-2%	74k	194.91	View chart
Ge Aerospace Stock (GE)	0.8	$14M	-2%	47k	308.03	View chart
Broadcom Stock (AVGO)	0.8	$14M		41k	346.10	View chart
Palo Alto Networks Stock (PANW)	0.8	$14M	-2%	76k	184.20	View chart
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)	0.8	$14M	+2%	189k	72.32	View chart
Caterpillar Stock (CAT)	0.7	$13M	-18%	22k	572.88	View chart
Illinois Tool Wks Stock (ITW)	0.7	$12M		50k	246.30	View chart
Digital Rlty Tr Reit (DLR)	0.7	$12M	-3%	78k	154.71	View chart
Honeywell Intl Stock (HON)	0.7	$12M		61k	195.09	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.7	$12M		204k	58.12	View chart
Cisco Sys Stock (CSCO)	0.6	$12M		152k	77.03	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.6	$11M	+13%	215k	52.88	View chart
Netflix Stock (NFLX)	0.6	$11M	+1003%	120k	93.76	View chart
American Intl Group Stock (AIG)	0.6	$11M	-2%	130k	85.55	View chart
Eli Lilly & Co Stock (LLY)	0.6	$11M		10k	1074.66	View chart
Visa Inc Com Cl A Stock (V)	0.6	$11M		31k	350.71	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$11M	+4%	18k	627.12	View chart
Qualcomm Stock (QCOM)	0.6	$11M		63k	171.05	View chart
Stryker Corporation Stock (SYK)	0.5	$9.9M	-2%	28k	351.46	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.5	$9.9M	+7%	227k	43.64	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.5	$9.9M	+10700%	206k	47.79	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.5	$9.4M	+13%	271k	34.65	View chart
Home Depot Stock (HD)	0.5	$9.3M		27k	344.10	View chart
Walmart Stock (WMT)	0.5	$9.3M	-9%	84k	111.41	View chart
Cboe Global Mkts Stock (CBOE)	0.5	$9.3M		37k	251.00	View chart
Nike Inc Cl B Stock (NKE)	0.5	$9.0M	-12%	142k	63.71	View chart
Advanced Micro Devices Stock (AMD)	0.5	$8.9M		42k	214.16	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$8.8M		19k	473.31	View chart
Merck & Co Stock (MRK)	0.5	$8.8M	-3%	84k	105.26	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.5	$8.8M		31k	287.25	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$8.6M	+6%	45k	191.56	View chart
Union Pac Corp Stock (UNP)	0.5	$8.4M	-3%	37k	231.32	View chart
Southern Stock (SO)	0.5	$8.4M	-2%	97k	87.20	View chart
Bank America Corp Stock (BAC)	0.4	$7.3M		132k	55.00	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$7.1M	+43%	21k	335.27	View chart
Verizon Communications Stock (VZ)	0.4	$6.9M	-10%	169k	40.73	View chart
Mcdonalds Corp Stock (MCD)	0.4	$6.9M	-3%	22k	305.64	View chart
Nucor Corp Stock (NUE)	0.4	$6.8M		42k	163.11	View chart
Enterprise Prods Partners Stock (EPD)	0.4	$6.8M	-2%	213k	32.06	View chart
Constellation Energy Corp Stock (CEG)	0.4	$6.8M		19k	353.28	View chart
Marvell Technology Stock (MRVL)	0.4	$6.7M	+3%	79k	84.98	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.4	$6.5M	-3%	62k	103.36	View chart
Vanguard Extended Market Etf Etf (VXF)	0.4	$6.4M	-3%	31k	209.12	View chart
Toast Inc Cl A Stock (TOST)	0.3	$6.3M	+37076%	177k	35.51	View chart
Rtx Corporation Stock (RTX)	0.3	$6.2M		34k	183.40	View chart
International Business Machs Stock (IBM)	0.3	$6.2M		21k	296.21	View chart
Cummins Stock (CMI)	0.3	$6.1M		12k	510.46	View chart
Public Storage Oper Reit (PSA)	0.3	$6.1M	-7%	24k	259.50	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$6.0M	+3%	29k	210.34	View chart
Eaton Corp Stock (ETN)	0.3	$5.9M		19k	318.51	View chart
Metlife Stock (MET)	0.3	$5.7M	-2%	72k	78.94	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$5.6M	+2%	12k	483.69	View chart
Topbuild Corp Stock (BLD)	0.3	$5.5M		13k	417.19	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.3	$5.4M	+5%	75k	72.68	View chart
Phillips 66 Stock (PSX)	0.3	$5.3M		41k	129.04	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.3	$5.3M	+68%	192k	27.62	View chart
Emerson Elec Stock (EMR)	0.3	$5.1M		39k	132.72	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$5.1M	+32%	8.3k	614.33	View chart
Allstate Corp Stock (ALL)	0.3	$5.0M	-2%	24k	208.15	View chart
Tesla Stock (TSLA)	0.3	$4.9M	+3%	11k	449.72	View chart
Innovator U.s. Equity Buffer Etf - July Etf (BJUL)	0.3	$4.7M		93k	50.76	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.3	$4.6M	-2%	121k	38.33	View chart
Kkr & Co Stock (KKR)	0.3	$4.6M		36k	127.48	View chart
Fedex Corp Stock (FDX)	0.2	$4.5M		16k	288.86	View chart
Invesco Rafi Emerging Markets Etf Etf (PXH)	0.2	$4.5M		173k	25.81	View chart
Performance Trust Short Term Bond Etf Etf (STBF)	0.2	$4.3M	+528%	171k	25.35	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$4.3M	+7%	45k	96.03	View chart
Cvs Health Corp Stock (CVS)	0.2	$4.3M	-7%	54k	79.36	View chart
Boeing Stock (BA)	0.2	$4.2M	-4%	19k	217.12	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$4.1M	+6%	23k	177.75	View chart
Abbott Labs Stock (ABT)	0.2	$4.1M		33k	125.29	View chart
Paypal Hldgs Stock (PYPL)	0.2	$4.1M		70k	58.38	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.2	$4.0M	+2%	156k	26.01	View chart
Duke Energy Corp Stock (DUK)	0.2	$4.0M		34k	117.21	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$4.0M		13k	303.89	View chart
3M Stock (MMM)	0.2	$3.9M	-7%	24k	160.10	View chart
Bjs Restaurants Stock (BJRI)	0.2	$3.8M	-2%	96k	39.40	View chart
Royce Small Cap Trust Cef (RVT)	0.2	$3.7M	+2%	230k	16.10	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$3.7M	-6%	134k	27.49	View chart
Unitedhealth Group Stock (UNH)	0.2	$3.7M		11k	330.11	View chart
Linde Stock (LIN)	0.2	$3.6M		8.5k	426.38	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$3.6M		7.4k	487.86	View chart
Deere & Co Stock (DE)	0.2	$3.4M		7.2k	465.56	View chart
Marathon Pete Corp Stock (MPC)	0.2	$3.4M		21k	162.63	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.2	$3.3M		34k	96.30	View chart
Procter & Gamble Stock (PG)	0.2	$3.3M	-7%	23k	143.31	View chart
Wisdomtree Stock (WT)	0.2	$3.2M		264k	12.19	View chart
Norfolk Southn Corp Stock (NSC)	0.2	$3.1M		11k	288.72	View chart
Devon Energy Corp Stock (DVN)	0.2	$3.1M	-6%	84k	36.63	View chart
Pfizer Stock (PFE)	0.2	$3.1M	-6%	123k	24.90	View chart
Old Rep Intl Corp Stock (ORI)	0.2	$3.0M		67k	45.64	View chart
Dominion Energy Stock (D)	0.2	$3.0M		51k	58.59	View chart
Consolidated Edison Stock (ED)	0.2	$3.0M	+4%	30k	99.32	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.2	$2.9M	+4%	36k	82.82	View chart
Corning Stock (GLW)	0.2	$2.9M		34k	87.56	View chart
Philip Morris Intl Stock (PM)	0.2	$2.9M		18k	160.40	View chart
American Express Stock (AXP)	0.2	$2.9M		7.8k	369.93	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.2	$2.9M		127k	22.64	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.2	$2.9M		108k	26.52	View chart
Ventas Reit (VTR)	0.2	$2.8M	-5%	37k	77.38	View chart
Danaher Corporation Stock (DHR)	0.2	$2.8M	+5%	12k	228.93	View chart
Exlservice Holdings Stock (EXLS)	0.2	$2.8M	+2882%	66k	42.44	View chart
Pepsico Stock (PEP)	0.2	$2.8M	+4%	19k	143.52	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$2.7M	+26%	19k	143.52	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$2.6M	+26%	49k	53.94	View chart
Wec Energy Group Stock (WEC)	0.1	$2.6M	-5%	25k	105.46	View chart
Wells Fargo & Co Stock (WFC)	0.1	$2.6M		28k	93.20	View chart
BP Adr (BP)	0.1	$2.6M	-4%	74k	34.73	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$2.5M		9.2k	275.39	View chart
Kla Corp Stock (KLAC)	0.1	$2.5M		2.1k	1215.18	View chart
At&t Stock (T)	0.1	$2.5M	-3%	102k	24.84	View chart
Eqt Corp Stock (EQT)	0.1	$2.5M		47k	53.60	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$2.4M		49k	49.65	View chart
Nutanix Inc Cl A Stock (NTNX)	0.1	$2.4M	-15%	46k	51.69	View chart
Disney Walt Stock (DIS)	0.1	$2.4M	-11%	21k	113.77	View chart
Goldman Sachs Group Stock (GS)	0.1	$2.4M		2.7k	879.02	View chart
Novartis Adr (NVS)	0.1	$2.3M		17k	137.87	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.1	$2.3M	+7%	35k	65.55	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.1	$2.3M	-2%	38k	59.93	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$2.3M	+4%	10k	219.71	View chart
Pinnacle West Cap Corp Stock (PNW)	0.1	$2.2M		25k	88.70	View chart
Conocophillips Stock (COP)	0.1	$2.2M		24k	93.61	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$2.2M	-37%	70k	30.96	View chart
Uber Technologies Stock (UBER)	0.1	$2.2M		27k	81.71	View chart
Mongodb Inc Cl A Stock (MDB)	0.1	$2.2M		5.1k	419.69	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$2.2M	-2%	19k	116.09	View chart
Starbucks Corp Stock (SBUX)	0.1	$2.1M	-11%	25k	84.21	View chart
T. Rowe Price Blue Chip Growth Etf Etf (TCHP)	0.1	$2.1M	NEW	43k	49.86	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$2.1M		24k	87.42	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$2.1M	-3%	9.1k	227.51	View chart
Intel Corp Stock (INTC)	0.1	$2.0M	-3%	55k	36.90	View chart
Diamondback Energy Stock (FANG)	0.1	$1.9M		13k	150.33	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.1	$1.9M	+30%	127k	14.94	View chart
Perdoceo Ed Corp Stock (PRDO)	0.1	$1.9M		65k	29.33	View chart
KBR Stock (KBR)	0.1	$1.9M	+76%	46k	40.20	View chart
Ally Finl Stock (ALLY)	0.1	$1.8M		40k	45.29	View chart
Icon Stock (ICLR)	0.1	$1.8M		9.9k	182.22	View chart
Huntington Ingalls Inds Stock (HII)	0.1	$1.8M	+478%	5.3k	340.07	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.1	$1.8M	+3%	35k	50.79	View chart
Nisource Stock (NI)	0.1	$1.8M		43k	41.76	View chart
Canadian Natl Ry Stock (CNI)	0.1	$1.8M	-2%	18k	98.85	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.8M	+2%	7.2k	246.16	View chart
Forward Air Corp Stock (FWRD)	0.1	$1.8M	-74%	70k	25.00	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$1.7M		27k	64.81	View chart
Capital One Finl Corp Stock (COF)	0.1	$1.7M	+36%	7.1k	242.38	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.7M	+4%	3.0k	570.85	View chart
Medtronic Stock (MDT)	0.1	$1.7M	-4%	18k	96.06	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$1.7M	+10%	38k	44.47	View chart
Coterra Energy Stock (CTRA)	0.1	$1.7M	-8%	63k	26.32	View chart
Exelon Corp Stock (EXC)	0.1	$1.7M	-3%	38k	43.59	View chart
Cambria Us Ew Etf Etf (USEW)	0.1	$1.6M	NEW	33k	50.76	View chart
Ishares North American Natural Resources Etf Etf (IGE)	0.1	$1.6M		33k	50.20	View chart
General Mtrs Stock (GM)	0.1	$1.6M		20k	81.32	View chart
Innovator Etfs Tr Defined Wealth Shield Etf Etf (BALT)	0.1	$1.6M	+2%	48k	33.51	View chart
Chubb Stock (CB)	0.1	$1.6M	+38%	5.1k	312.09	View chart
Edison Intl Stock (EIX)	0.1	$1.6M	+52%	26k	60.02	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$1.6M	-10%	88k	18.01	View chart
Snowflake Stock (SNOW)	0.1	$1.6M		7.2k	219.36	View chart
Ameren Corp Stock (AEE)	0.1	$1.6M	-2%	16k	99.86	View chart
Occidental Pete Corp Stock (OXY)	0.1	$1.6M	-21%	38k	41.12	View chart
Godaddy Inc Cl A Stock (GDDY)	0.1	$1.5M	-7%	12k	124.08	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$1.5M		2.00	754800.00	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.5M		15k	99.91	View chart
Ge Vernova Stock (GEV)	0.1	$1.5M		2.3k	653.65	View chart
Ppl Corp Stock (PPL)	0.1	$1.5M		43k	35.02	View chart
Jacobs Solutions Stock (J)	0.1	$1.5M		11k	132.46	View chart
Rexford Indl Rlty Reit (REXR)	0.1	$1.5M		38k	38.72	View chart
Coca Cola Stock (KO)	0.1	$1.4M		21k	69.91	View chart
Altria Group Stock (MO)	0.1	$1.4M	-4%	25k	57.66	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.4M	+5%	16k	88.49	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.1	$1.4M		114k	12.43	View chart
Morgan Stanley Stock (MS)	0.1	$1.4M		7.9k	177.52	View chart
S&p Global Stock (SPGI)	0.1	$1.4M		2.7k	522.64	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$1.4M	-6%	11k	123.25	View chart
Aon Plc Shs Cl A Stock (AON)	0.1	$1.4M	+6%	3.9k	352.92	View chart
United Rentals Stock (URI)	0.1	$1.4M	-4%	1.7k	809.32	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.1	$1.4M		18k	77.88	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.3M	-2%	6.3k	212.09	View chart
Invesco Stock (IVZ)	0.1	$1.3M	+9%	51k	26.27	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$1.3M		17k	78.81	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.3M	+60%	1.7k	753.96	View chart
Powerfleet Stock (AIOT)	0.1	$1.3M	+122848%	246k	5.32	View chart
State Str Corp Stock (STT)	0.1	$1.3M		10k	129.01	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$1.3M		22k	60.17	View chart
Kroger Stock (KR)	0.1	$1.3M		21k	62.48	View chart
Berkley W R Corp Stock (WRB)	0.1	$1.3M		18k	70.12	View chart
Micron Technology Stock (MU)	0.1	$1.3M	+8%	4.5k	285.41	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$1.3M		9.1k	141.06	View chart
Apollo Global Mgmt Stock (APO)	0.1	$1.3M	-80%	8.8k	144.76	View chart
Davita Stock (DVA)	0.1	$1.3M	-4%	11k	113.61	View chart
Ares Capital Corp Cef (ARCC)	0.1	$1.3M		62k	20.23	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.1	$1.2M	+11%	27k	46.71	View chart
Innovator Equity Dual Directional 15 Buffer Etf - September Etf (DDFS)	0.1	$1.2M		58k	21.19	View chart
Albemarle Corp Stock (ALB)	0.1	$1.2M	-23%	8.6k	141.45	View chart
Npk International Stock (NPKI)	0.1	$1.2M		101k	11.92	View chart
Williams Cos Stock (WMB)	0.1	$1.2M	+80%	20k	60.11	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$1.2M		14k	85.25	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.2M		1.7k	685.06	View chart
Travelers Companies Stock (TRV)	0.1	$1.2M		4.1k	290.06	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.2M		16k	75.44	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.2M	+2%	2.4k	480.57	View chart
Nextera Energy Stock (NEE)	0.1	$1.1M		14k	80.28	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$1.1M	-8%	3.7k	310.24	View chart
Albertsons Cos Stock (ACI)	0.1	$1.1M		67k	17.17	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$1.1M	+85%	11k	99.19	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.1M	+17%	2.8k	396.31	View chart
Dominos Pizza Stock (DPZ)	0.1	$1.1M		2.7k	416.82	View chart
Bunge Global Sa Stock (BG)	0.1	$1.1M		13k	89.08	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.1M	+4%	6.5k	171.18	View chart
Hunt J B Trans Svcs Stock (JBHT)	0.1	$1.1M	+36%	5.7k	194.35	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$1.1M	+2%	23k	46.81	View chart
Bio-techne Corp Stock (TECH)	0.1	$1.1M		19k	58.81	View chart
Ulta Beauty Stock (ULTA)	0.1	$1.1M		1.8k	605.13	View chart
Centene Corp Del Stock (CNC)	0.1	$1.1M	+366%	27k	41.15	View chart
Microchip Technology Stock (MCHP)	0.1	$1.1M		17k	63.72	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$1.1M		1.9k	570.29	View chart
Valero Energy Corp Stock (VLO)	0.1	$1.1M		6.6k	162.79	View chart
Expedia Group Stock (EXPE)	0.1	$1.1M	+9%	3.8k	283.34	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.1	$1.1M		8.6k	121.93	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.0M	+21%	38k	27.43	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$1.0M	NEW	11k	95.41	View chart
Oneok Stock (OKE)	0.1	$1.0M	-4%	14k	73.50	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.0M	+37%	16k	64.42	View chart
Ww Grainger Stock (GWW)	0.1	$1.0M		1.0k	1009.23	View chart

Past Filings by Rothschild Investment

SEC 13F filings are viewable for Rothschild Investment going back to 2024

Rothschild Investment 2025 Q4 filed Feb. 10, 2026
Rothschild Investment 2025 Q3 filed Nov. 7, 2025
Rothschild Investment 2025 Q2 filed Aug. 11, 2025
Rothschild Investment 2025 Q1 filed April 8, 2025
Rothschild Investment 2024 Q4 filed Feb. 4, 2025
Rothschild Investment 2024 Q3 filed Oct. 18, 2024
Rothschild Investment 2024 Q2 filed July 31, 2024
Rothschild Investment 2023 Q4 filed July 31, 2024
Rothschild Investment 2024 Q1 filed July 31, 2024

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