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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, JPM, GOOGL, MSFT, and represent 15.29% of Rothschild Investment's stock portfolio.
Added to shares of these 10 stocks: FWRD (+$6.9M), NKE (+$5.9M), CGGO, CGDV, ICLR, SYLD, DHR, CGDG, Innovator Etfs Trust, INTC.
Started 264 new stock positions in RBRK, SU, MLI, LSCC, NNI, LFUS, MUSA, PSKY, SSRM, FVCB.
Reduced shares in these 10 stocks: JAJL (-$6.2M), AAPL, AMT, ORCL, CIEN, NVDA, GOOG, CLF, , IQI.
Sold out of its positions in ACES, ATYR, ASPI, AFB, ALT, AMED, APEI, ANGO, ANSS, AIV.
Rothschild Investment was a net buyer of stock by $55M.
Rothschild Investment has $1.8B in assets under management (AUM), dropping by 11.05%.
Central Index Key (CIK): 0000085338

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Portfolio Holdings for Rothschild Investment

Rothschild Investment holds 3134 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Rothschild Investment has 3134 total positions. Only the first 250 positions are shown.

Sign up to view all of the Rothschild Investment Sept. 30, 2025 positions
Download the Rothschild Investment September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	4.5	$79M	-2%	425k	186.58	View chart
Apple Stock (AAPL)	3.8	$67M	-4%	263k	254.63	View chart
Jpmorgan Chase & Co Stock (JPM)	2.6	$46M		145k	315.43	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.4	$43M		175k	243.10	View chart
Microsoft Corp Stock (MSFT)	2.1	$37M		70k	517.95	View chart
Blackstone Stock (BX)	1.9	$34M		199k	170.85	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.8	$32M		64k	502.74	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	1.6	$28M		618k	45.21	View chart
Amazon Stock (AMZN)	1.4	$24M		111k	219.57	View chart
Abbvie Stock (ABBV)	1.3	$24M		102k	231.54	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.3	$23M	-6%	96k	243.55	View chart
Meta Platforms Inc Cl A Stock (META)	1.3	$22M		30k	734.37	View chart
Oracle Corp Stock (ORCL)	1.2	$21M	-11%	76k	281.24	View chart
Chevron Corp Stock (CVX)	1.2	$21M		133k	155.29	View chart
Costco Whsl Corp Stock (COST)	1.1	$20M		22k	925.63	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	1.1	$20M	+6%	573k	34.65	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	1.1	$19M		330k	57.10	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.0	$18M		27k	666.17	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	1.0	$18M		183k	99.53	View chart
Johnson & Johnson Stock (JNJ)	1.0	$18M		98k	185.42	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.0	$18M		81k	215.79	View chart
Amgen Stock (AMGN)	0.9	$17M		59k	282.20	View chart
General Dynamics Corp Stock (GD)	0.9	$17M	+2%	49k	341.00	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	0.9	$16M		525k	31.19	View chart
Exxon Mobil Corp Stock (XOM)	0.9	$16M		144k	112.75	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.9	$16M	+8%	232k	68.66	View chart
Palo Alto Networks Stock (PANW)	0.9	$16M		78k	203.62	View chart
Ge Aerospace Stock (GE)	0.8	$14M		48k	300.82	View chart
Digital Rlty Tr Reit (DLR)	0.8	$14M		81k	172.88	View chart
Broadcom Stock (AVGO)	0.8	$14M		42k	329.91	View chart
Illinois Tool Wks Stock (ITW)	0.7	$13M		50k	260.76	View chart
Caterpillar Stock (CAT)	0.7	$13M		27k	477.16	View chart
Honeywell Intl Stock (HON)	0.7	$13M	+2%	62k	210.50	View chart
Netflix Stock (NFLX)	0.7	$13M		11k	1198.92	View chart
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)	0.7	$13M	+2%	185k	70.13	View chart
Thermo Fisher Scientific Stock (TMO)	0.7	$13M		26k	485.02	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.7	$12M		203k	57.52	View chart
Nike Inc Cl B Stock (NKE)	0.6	$11M	+110%	162k	69.73	View chart
Home Depot Stock (HD)	0.6	$11M		28k	405.19	View chart
Stryker Corporation Stock (SYK)	0.6	$11M		29k	369.67	View chart
Visa Inc Com Cl A Stock (V)	0.6	$11M		31k	341.38	View chart
Qualcomm Stock (QCOM)	0.6	$11M		64k	166.36	View chart
Cisco Sys Stock (CSCO)	0.6	$11M		153k	68.42	View chart
American Intl Group Stock (AIG)	0.6	$10M		133k	78.54	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$10M		17k	612.37	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.6	$10M	+5%	189k	53.03	View chart
Walmart Stock (WMT)	0.5	$9.5M	+8%	93k	103.06	View chart
Southern Stock (SO)	0.5	$9.3M		98k	94.77	View chart
Cboe Global Mkts Stock (CBOE)	0.5	$9.1M		37k	245.25	View chart
Union Pac Corp Stock (UNP)	0.5	$9.0M		38k	236.37	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.5	$8.9M	+40%	212k	42.03	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$8.7M	-2%	19k	468.40	View chart
Verizon Communications Stock (VZ)	0.5	$8.3M	-2%	188k	43.95	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.5	$8.1M	+56%	238k	34.17	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.5	$8.0M	-3%	31k	259.44	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.4	$8.0M		42k	189.70	View chart
Eli Lilly & Co Stock (LLY)	0.4	$7.7M	-4%	10k	763.04	View chart
Public Storage Oper Reit (PSA)	0.4	$7.4M	+5%	26k	288.85	View chart
Merck & Co Stock (MRK)	0.4	$7.3M	+2%	87k	83.93	View chart
Mcdonalds Corp Stock (MCD)	0.4	$7.0M	-2%	23k	303.89	View chart
Eaton Corp Stock (ETN)	0.4	$7.0M	+7%	19k	374.25	View chart
Bank America Corp Stock (BAC)	0.4	$7.0M		135k	51.59	View chart
Forward Air Corp Stock (FWRD)	0.4	$6.9M	+337481%	270k	25.64	View chart
Enterprise Prods Partners Stock (EPD)	0.4	$6.8M		218k	31.27	View chart
Advanced Micro Devices Stock (AMD)	0.4	$6.8M	+3%	42k	161.79	View chart
Vanguard Extended Market Etf Etf (VXF)	0.4	$6.6M		32k	209.34	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.4	$6.4M	-5%	65k	99.38	View chart
Marvell Technology Stock (MRVL)	0.4	$6.4M	+2%	77k	84.07	View chart
Constellation Energy Corp Stock (CEG)	0.4	$6.4M	+3%	20k	329.07	View chart
Apollo Global Mgmt Stock (APO)	0.3	$6.1M		46k	133.27	View chart
Metlife Stock (MET)	0.3	$6.1M	+3%	74k	82.37	View chart
International Business Machs Stock (IBM)	0.3	$6.0M	-2%	21k	282.16	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.3	$6.0M		67k	89.37	View chart
Rtx Corporation Stock (RTX)	0.3	$5.8M	+11%	35k	167.33	View chart
Nucor Corp Stock (NUE)	0.3	$5.7M		42k	135.43	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$5.7M	-3%	11k	499.23	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$5.6M	-2%	28k	203.59	View chart
Phillips 66 Stock (PSX)	0.3	$5.6M	+5%	41k	136.02	View chart
Allstate Corp Stock (ALL)	0.3	$5.2M	-2%	24k	214.65	View chart
Topbuild Corp Stock (BLD)	0.3	$5.2M		13k	390.86	View chart
Cummins Stock (CMI)	0.3	$5.1M	+4%	12k	422.35	View chart
Emerson Elec Stock (EMR)	0.3	$5.1M	+2%	39k	131.18	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$4.8M		15k	328.17	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.3	$4.8M	+18%	71k	67.51	View chart
Kkr & Co Stock (KKR)	0.3	$4.7M		37k	129.95	View chart
Innovator U.s. Equity Buffer Etf - July Etf (BJUL)	0.3	$4.7M		94k	49.66	View chart
Tesla Stock (TSLA)	0.3	$4.7M		11k	444.72	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.3	$4.6M		125k	37.20	View chart
Paypal Hldgs Stock (PYPL)	0.3	$4.6M	-3%	69k	67.06	View chart
Cvs Health Corp Stock (CVS)	0.2	$4.4M	+4%	59k	75.39	View chart
Invesco Rafi Emerging Markets Etf Etf (PXH)	0.2	$4.4M		173k	25.42	View chart
Abbott Labs Stock (ABT)	0.2	$4.4M		33k	133.94	View chart
Boeing Stock (BA)	0.2	$4.4M	+2%	20k	215.83	View chart
Duke Energy Corp Stock (DUK)	0.2	$4.3M		34k	123.75	View chart
Linde Stock (LIN)	0.2	$4.1M		8.7k	475.00	View chart
3M Stock (MMM)	0.2	$4.1M	-3%	26k	155.18	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$4.1M	+7%	143k	28.31	View chart
Nutanix Inc Cl A Stock (NTNX)	0.2	$4.1M	+7%	55k	74.39	View chart
Marathon Pete Corp Stock (MPC)	0.2	$4.0M		21k	192.74	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$4.0M	+4%	22k	182.42	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.2	$3.9M	-6%	152k	25.98	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$3.9M	+5%	42k	93.37	View chart
Unitedhealth Group Stock (UNH)	0.2	$3.9M	+2%	11k	345.30	View chart
Procter And Gamble Stock (PG)	0.2	$3.8M	-4%	25k	153.65	View chart
Wisdomtree Stock (WT)	0.2	$3.7M		269k	13.90	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$3.7M		6.2k	600.34	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.2	$3.7M		35k	107.25	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$3.7M		13k	279.28	View chart
Fedex Corp Stock (FDX)	0.2	$3.7M	+13%	16k	235.81	View chart
Royce Small Cap Trust Cef (RVT)	0.2	$3.6M	+10%	224k	16.13	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.2	$3.6M	-8%	113k	31.62	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$3.5M	-6%	7.3k	479.61	View chart
Pfizer Stock (PFE)	0.2	$3.3M	+6%	131k	25.48	View chart
Deere & Co Stock (DE)	0.2	$3.3M		7.2k	457.25	View chart
Norfolk Southn Corp Stock (NSC)	0.2	$3.2M		11k	300.41	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.2	$3.2M	+15%	49k	65.00	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.2	$3.2M	+18%	114k	27.75	View chart
Dominion Energy Stock (D)	0.2	$3.2M	+9%	52k	61.17	View chart
Devon Energy Corp Stock (DVN)	0.2	$3.1M	+13%	89k	35.06	View chart
Bjs Restaurants Stock (BJRI)	0.2	$3.0M	-6%	99k	30.53	View chart
Wec Energy Group Stock (WEC)	0.2	$3.0M	-2%	26k	114.59	View chart
At&t Stock (T)	0.2	$3.0M		105k	28.24	View chart
Consolidated Edison Stock (ED)	0.2	$2.9M		29k	100.52	View chart
Philip Morris Intl Stock (PM)	0.2	$2.9M	+2%	18k	162.20	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.2	$2.9M	+8%	107k	26.58	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.2	$2.8M		125k	22.72	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.2	$2.8M	+11%	34k	82.96	View chart
Old Rep Intl Corp Stock (ORI)	0.2	$2.8M	+9%	66k	42.47	View chart
Corning Stock (GLW)	0.2	$2.8M		34k	82.03	View chart
Ventas Reit (VTR)	0.2	$2.7M	+2%	39k	69.99	View chart
Disney Walt Stock (DIS)	0.2	$2.7M	-8%	23k	114.50	View chart
BP Adr (BP)	0.1	$2.6M		77k	34.46	View chart
Uber Technologies Stock (UBER)	0.1	$2.6M		27k	97.97	View chart
Pepsico Stock (PEP)	0.1	$2.6M	+14%	19k	140.44	View chart
American Express Stock (AXP)	0.1	$2.6M		7.7k	332.14	View chart
Alexandria Real Estate Eq Reit (ARE)	0.1	$2.5M	+37%	30k	83.34	View chart
Eqt Corp Stock (EQT)	0.1	$2.5M		46k	54.43	View chart
Perdoceo Ed Corp Stock (PRDO)	0.1	$2.4M		65k	37.66	View chart
Starbucks Corp Stock (SBUX)	0.1	$2.4M	-6%	29k	84.60	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.1	$2.3M	+3%	39k	60.03	View chart
Danaher Corporation Stock (DHR)	0.1	$2.3M	+119%	12k	198.26	View chart
Ciena Corp Stock (CIEN)	0.1	$2.3M	-45%	16k	145.67	View chart
Wells Fargo Stock (WFC)	0.1	$2.3M	-4%	27k	83.82	View chart
Occidental Pete Corp Stock (OXY)	0.1	$2.3M		48k	47.25	View chart
Kla Corp Stock (KLAC)	0.1	$2.3M		2.1k	1078.60	View chart
Pinnacle West Cap Corp Stock (PNW)	0.1	$2.2M		25k	89.66	View chart
Conocophillips Stock (COP)	0.1	$2.2M	+4%	23k	94.59	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$2.2M		9.9k	220.83	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$2.2M		9.2k	236.06	View chart
Novartis Adr (NVS)	0.1	$2.2M		17k	128.24	View chart
Goldman Sachs Group Stock (GS)	0.1	$2.1M	+5%	2.7k	796.41	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$2.1M		24k	88.76	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$2.1M	+3%	19k	108.96	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$2.1M	+6%	15k	140.95	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$2.1M	-2%	9.4k	219.53	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.1	$2.0M	+52%	33k	61.18	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$1.9M	+2%	98k	19.37	View chart
Intel Corp Stock (INTC)	0.1	$1.9M	+84%	57k	33.55	View chart
Nisource Stock (NI)	0.1	$1.9M		43k	43.30	View chart
Godaddy Inc Cl A Stock (GDDY)	0.1	$1.8M	+16%	13k	136.83	View chart
Diamondback Energy Stock (FANG)	0.1	$1.8M	-2%	13k	143.10	View chart
Exelon Corp Stock (EXC)	0.1	$1.8M		39k	45.01	View chart
Medtronic Stock (MDT)	0.1	$1.8M	+12%	19k	95.24	View chart
Canadian Natl Ry Stock (CNI)	0.1	$1.7M	-5%	19k	94.30	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$1.7M	+5%	38k	45.10	View chart
Altria Group Stock (MO)	0.1	$1.7M		26k	66.06	View chart
Icon Stock (ICLR)	0.1	$1.7M	NEW	9.9k	175.00	View chart
United Rentals Stock (URI)	0.1	$1.7M	-11%	1.8k	954.66	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$1.7M		27k	63.30	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.7M		7.0k	241.96	View chart
Jacobs Solutions Stock (J)	0.1	$1.7M		11k	149.86	View chart
Ameren Corp Stock (AEE)	0.1	$1.7M	+2%	16k	104.38	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.1	$1.6M	+47%	97k	16.93	View chart
Coterra Energy Stock (CTRA)	0.1	$1.6M	+9%	69k	23.65	View chart
Snowflake Stock (SNOW)	0.1	$1.6M	+64%	7.2k	225.55	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.6M		2.9k	568.83	View chart
Mongodb Inc Cl A Stock (MDB)	0.1	$1.6M	+11%	5.2k	310.38	View chart
Ishares North American Natural Resources Etf Etf (IGE)	0.1	$1.6M	-2%	33k	49.05	View chart
Ppl Corp Stock (PPL)	0.1	$1.6M	-5%	43k	37.16	View chart
Ally Finl Stock (ALLY)	0.1	$1.6M		40k	39.20	View chart
Davita Stock (DVA)	0.1	$1.5M		12k	132.87	View chart
Rexford Indl Rlty Reit (REXR)	0.1	$1.5M		38k	41.11	View chart
Innovator Etfs Tr Defined Wealth Shield Etf Etf (BALT)	0.1	$1.5M	-3%	47k	32.82	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$1.5M		2.00	754200.00	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$1.5M	+12%	34k	43.92	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$1.5M		12k	120.72	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.5M	-3%	15k	95.47	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.1	$1.4M	+3%	112k	12.77	View chart
Ge Vernova Stock (GEV)	0.1	$1.4M	+9%	2.3k	614.92	View chart
Berkley W R Corp Stock (WRB)	0.1	$1.4M	-2%	18k	76.62	View chart
Kroger Stock (KR)	0.1	$1.4M	+156%	21k	67.41	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.4M		15k	91.42	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.1	$1.4M		17k	78.09	View chart
Coca Cola Stock (KO)	0.1	$1.4M	+6%	20k	66.32	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.1	$1.3M	+17%	34k	39.22	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.3M		6.5k	206.52	View chart
Aon Plc Shs Cl A Stock (AON)	0.1	$1.3M		3.7k	356.58	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$1.3M		17k	78.91	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.1	$1.3M		15k	89.77	View chart
S&p Global Stock (SPGI)	0.1	$1.3M		2.7k	486.71	View chart
Ares Capital Corp Cef (ARCC)	0.1	$1.3M	+3%	62k	20.41	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$1.2M	+8%	9.1k	137.81	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$1.2M	-8%	22k	57.47	View chart
KBR Stock (KBR)	0.1	$1.2M		26k	47.29	View chart
General Mtrs Stock (GM)	0.1	$1.2M	+69%	20k	60.97	View chart
Morgan Stanley Stock (MS)	0.1	$1.2M	+9%	7.8k	158.96	View chart
Innovator Equity Dual Directional 15 Buffer Etf - September Etf	0.1	$1.2M	NEW	58k	20.89	View chart
Universal Technical Inst Stock (UTI)	0.1	$1.2M	-4%	37k	32.55	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$1.2M		1.9k	609.34	View chart
Dominos Pizza Stock (DPZ)	0.1	$1.2M	-11%	2.7k	431.71	View chart
Albertsons Cos Stock (ACI)	0.1	$1.2M	-4%	67k	17.51	View chart
Generac Hldgs Stock (GNRC)	0.1	$1.2M	+8%	6.9k	167.40	View chart
State Str Corp Stock (STT)	0.1	$1.2M	+13%	10k	116.01	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.2M		1.7k	669.19	View chart
Travelers Companies Stock (TRV)	0.1	$1.2M	+11%	4.1k	279.22	View chart
Npk International Stock (NPKI)	0.1	$1.1M	-3%	101k	11.31	View chart
Crown Castle Reit (CCI)	0.1	$1.1M	-5%	12k	96.49	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.1M		16k	73.46	View chart
Valero Energy Corp Stock (VLO)	0.1	$1.1M	-5%	6.6k	170.26	View chart
Capital One Finl Corp Stock (COF)	0.1	$1.1M	+30%	5.2k	212.58	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$1.1M	+8%	14k	77.77	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.1M		2.4k	463.74	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.1	$1.1M	+64%	24k	45.99	View chart
Microchip Technology Stock (MCHP)	0.1	$1.1M		17k	64.22	View chart
Hancock John Income Secs Tr Cef (JHS)	0.1	$1.1M	-6%	93k	11.68	View chart
Invesco Stock (IVZ)	0.1	$1.1M	+8%	47k	22.94	View chart
Nextera Energy Stock (NEE)	0.1	$1.1M	-4%	14k	75.49	View chart
Oneok Stock (OKE)	0.1	$1.1M		15k	72.97	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$1.0M	-11%	4.0k	260.44	View chart
Chubb Stock (CB)	0.1	$1.0M	+95%	3.7k	282.28	View chart
Bio-techne Corp Stock (TECH)	0.1	$1.0M		19k	55.63	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$1.0M	+56%	11k	93.79	View chart
Bunge Global Sa Stock (BG)	0.1	$1.0M		13k	81.25	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$1.0M		23k	44.55	View chart
Kellanova Stock (K)	0.1	$988k	+6%	12k	82.02	View chart
Ulta Beauty Stock (ULTA)	0.1	$986k		1.8k	546.75	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$975k	-3%	11k	89.34	View chart
Edison Intl Stock (EIX)	0.1	$956k	+37%	17k	55.28	View chart
Grainger W W Stock (GWW)	0.1	$953k		1.0k	952.96	View chart
Kraft Heinz Stock (KHC)	0.1	$944k	-6%	36k	26.04	View chart
American Tower Corp Reit (AMT)	0.1	$941k	-77%	4.9k	192.32	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$941k	+201%	4.7k	200.93	View chart
Global X 1-3 Month T-bill Etf Etf (CLIP)	0.1	$929k		9.3k	100.42	View chart
Darden Restaurants Stock (DRI)	0.1	$925k	+7%	4.9k	190.36	View chart
Albemarle Corp Stock (ALB)	0.1	$907k		11k	81.08	View chart
Canadian Nat Res Stock (CNQ)	0.1	$904k		28k	31.96	View chart
Capital Group U.s. Small And Mid Cap Etf Etf (CGMM)	0.1	$897k	+14%	32k	28.39	View chart
First Trust Long/short Equity Etf Etf (FTLS)	0.1	$890k		13k	69.95	View chart
Salesforce Stock (CRM)	0.1	$887k	-3%	3.7k	237.01	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.0	$884k		26k	34.27	View chart

Past Filings by Rothschild Investment

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

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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