Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Rothschild Investment

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

Top 5 stock holdings are NVDA, AAPL, GOOGL, JPM, PRF, and represent 13.68% of Rothschild Investment's stock portfolio.
Added to shares of these 10 stocks: IGV (+$8.6M), AMZN (+$6.5M), NFLX, MSFT, CGGO, CGDV, CEG, CGDG, COP, SYLD.
Started 275 new stock positions in CWB, SENEA, INMB, FNWD, MYFW, ARAY, ANGI, STEW, OPTU, DDD.
Reduced shares in these 10 stocks: CVX, DLR, BLD, GD, MMM, WMT, EPD, FDX, PRDO, AMCR.
Sold out of its positions in AMLP, Advantage Solutions, Agilon Health, Airbnb, ALEX, ABAT, CRMT, APLS, ARTL, Astria Therapeutics.
Rothschild Investment was a net buyer of stock by $112M.
Rothschild Investment has $1.9B in assets under management (AUM), dropping by 5.25%.
Central Index Key (CIK): 0000085338

Tip: Access up to 7 years of quarterly data

Positions held by Rothschild Investment consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Rothschild Investment

Rothschild Investment holds 3605 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Rothschild Investment has 3605 total positions. Only the first 250 positions are shown.

Sign up to view all of the Rothschild Investment March 31, 2026 positions
Download the Rothschild Investment March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	3.8	$72M		415k	174.40	View chart
Apple Stock (AAPL)	3.5	$67M	+2%	264k	253.79	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.6	$50M		173k	287.56	View chart
Jpmorgan Chase & Co Stock (JPM)	2.2	$42M		143k	294.16	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	1.6	$31M	+3%	643k	47.53	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.6	$30M		63k	479.20	View chart
Amazon Stock (AMZN)	1.6	$30M	+27%	145k	208.27	View chart
Microsoft Corp Stock (MSFT)	1.5	$29M	+12%	79k	370.17	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.4	$26M	+2%	91k	286.86	View chart
Exxon Mobil Corp Stock (XOM)	1.3	$24M		142k	169.66	View chart
Johnson & Johnson Stock (JNJ)	1.2	$24M		97k	244.44	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	1.2	$24M	+10%	661k	35.90	View chart
Blackstone Stock (BX)	1.2	$24M	+4%	205k	114.99	View chart
Abbvie Stock (ABBV)	1.2	$23M	+6%	106k	217.49	View chart
Chevron Corporation Stock (CVX)	1.2	$22M	-15%	108k	206.90	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	1.1	$22M	+4%	584k	37.34	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	1.1	$21M	+2%	192k	110.47	View chart
Costco Wholesale Corporation Stock (COST)	1.1	$21M		21k	996.43	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	1.1	$21M	+11%	275k	75.41	View chart
Amgen Stock (AMGN)	1.1	$21M		58k	351.85	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	1.0	$20M	+4%	350k	56.68	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.0	$19M	+2%	29k	650.35	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.0	$18M		85k	215.06	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$18M		31k	572.13	View chart
Netflix Stock (NFLX)	0.9	$16M	+42%	170k	96.15	View chart
Caterpillar Stock (CAT)	0.8	$16M	+2%	23k	708.46	View chart
Honeywell Intl Stock (HON)	0.8	$14M	+4%	64k	226.03	View chart
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)	0.7	$14M	+2%	194k	73.12	View chart
Ge Aerospace Stock (GE)	0.7	$14M	+5%	49k	283.77	View chart
General Dynamics Corp Stock (GD)	0.7	$14M	-16%	40k	343.22	View chart
Broadcom Stock (AVGO)	0.7	$13M	+3%	43k	309.51	View chart
Illinois Tool Wks Stock (ITW)	0.7	$13M		49k	260.29	View chart
Thermo Fisher Scientific Stock (TMO)	0.7	$13M		26k	491.53	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.7	$13M	+29%	293k	42.54	View chart
Palo Alto Networks Stock (PANW)	0.6	$12M		77k	160.32	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.6	$12M	+35%	368k	33.37	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.6	$12M	+8%	233k	52.56	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.6	$12M	+4%	213k	55.52	View chart
Cisco Sys Stock (CSCO)	0.6	$12M		152k	77.59	View chart
Merck & Co Stock (MRK)	0.6	$12M	+15%	97k	120.29	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$11M	+6%	19k	597.55	View chart
Oracle Corp Stock (ORCL)	0.6	$11M	+2%	75k	147.11	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.6	$11M	+3%	213k	50.81	View chart
Digital Rlty Tr Reit (DLR)	0.5	$10M	-25%	58k	180.21	View chart
Cboe Global Mkts Stock (CBOE)	0.5	$10M		37k	281.07	View chart
Visa Inc Com Cl A Stock (V)	0.5	$9.7M		32k	302.24	View chart
Southern Stock (SO)	0.5	$9.7M	+3%	100k	96.52	View chart
American Intl Group Stock (AIG)	0.5	$9.6M		128k	75.25	View chart
Eli Lilly & Co Stock (LLY)	0.5	$9.6M		10k	919.80	View chart
Stryker Corporation Stock (SYK)	0.5	$9.6M	+2%	29k	328.58	View chart
Phillips 66 Stock (PSX)	0.5	$9.1M	+21%	50k	182.18	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.5	$9.1M		30k	304.08	View chart
Union Pac Corp Stock (UNP)	0.5	$8.8M		36k	242.62	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$8.7M		46k	191.92	View chart
Home Depot Stock (HD)	0.5	$8.7M	-2%	26k	328.89	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.4	$8.6M	NEW	108k	80.05	View chart
Qualcomm Stock (QCOM)	0.4	$8.5M	+5%	66k	128.78	View chart
Verizon Communications Stock (VZ)	0.4	$8.5M		169k	50.20	View chart
Advanced Micro Devices Stock (AMD)	0.4	$8.4M		41k	203.43	View chart
Walmart Stock (WMT)	0.4	$8.3M	-20%	67k	124.28	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$7.9M		19k	426.40	View chart
Constellation Energy Corp Stock (CEG)	0.4	$7.7M	+44%	28k	279.25	View chart
Marvell Technology Stock (MRVL)	0.4	$7.7M		78k	99.05	View chart
Nike Inc Cl B Stock (NKE)	0.4	$7.3M	-2%	139k	52.82	View chart
Mcdonalds Corp Stock (MCD)	0.4	$7.1M	+2%	23k	310.78	View chart
Nucor Corp Stock (NUE)	0.4	$7.1M		42k	169.10	View chart
Rtx Corporation Stock (RTX)	0.4	$6.9M	+4%	36k	192.90	View chart
Eaton Corp Stock (ETN)	0.4	$6.8M	+2%	19k	357.67	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$6.8M		21k	320.81	View chart
Bank Of Amer Corp Stock (BAC)	0.3	$6.7M	+3%	137k	48.75	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$6.6M	-5%	11k	604.41	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.3	$6.4M	+8%	82k	78.66	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.3	$6.4M	-4%	59k	107.39	View chart
Public Storage Oper Reit (PSA)	0.3	$6.4M		24k	270.88	View chart
Vanguard Extended Market Etf Etf (VXF)	0.3	$6.3M		31k	205.80	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$6.3M	+2%	29k	213.67	View chart
Cummins Stock (CMI)	0.3	$6.2M	-3%	12k	538.00	View chart
International Business Machs Stock (IBM)	0.3	$6.2M	+22%	26k	242.39	View chart
Performance Trust Short Term Bond Etf Etf (STBF)	0.3	$6.2M	+42%	244k	25.32	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.3	$6.2M	+18%	226k	27.23	View chart
Enterprise Prods Partners Stock (EPD)	0.3	$6.1M	-24%	161k	37.84	View chart
Conocophillips Stock (COP)	0.3	$5.2M	+67%	40k	132.00	View chart
Allstate Corp Stock (ALL)	0.3	$5.1M	+4%	25k	207.34	View chart
Emerson Elec Stock (EMR)	0.3	$5.1M		39k	131.02	View chart
Deere & Co Stock (DE)	0.3	$5.1M	+24%	9.0k	563.28	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.3	$5.1M		123k	41.41	View chart
Toast Inc Cl A Stock (TOST)	0.3	$5.0M	+7%	190k	26.51	View chart
Metlife Stock (MET)	0.3	$5.0M		71k	70.72	View chart
Marathon Pete Corp Stock (MPC)	0.3	$5.0M		20k	244.18	View chart
Kinder Morgan Inc Del Stock (KMI)	0.3	$5.0M	+11%	148k	33.53	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$4.9M	+3%	8.6k	577.19	View chart
Duke Energy Corp Stock (DUK)	0.3	$4.8M	+6%	37k	130.94	View chart
Procter & Gamble Stock (PG)	0.2	$4.7M	+43%	33k	144.44	View chart
Invesco Rafi Emerging Markets Etf Etf (PXH)	0.2	$4.7M		174k	26.91	View chart
Innovator U.s. Equity Buffer Etf - July Etf (BJUL)	0.2	$4.6M		92k	49.69	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$4.6M	+4%	47k	97.13	View chart
Corning Stock (GLW)	0.2	$4.5M		33k	135.97	View chart
Linde Stock (LIN)	0.2	$4.4M	+3%	8.9k	495.75	View chart
Boeing Stock (BA)	0.2	$4.4M	+13%	22k	199.03	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.2	$4.4M	+8%	169k	25.79	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.2	$4.3M	-2%	13k	337.95	View chart
Tesla Stock (TSLA)	0.2	$4.3M	+5%	12k	371.75	View chart
Royce Small Cap Trust Cef (RVT)	0.2	$4.0M	+4%	240k	16.60	View chart
T. Rowe Price Blue Chip Growth Etf Etf (TCHP)	0.2	$3.9M	+106%	88k	44.18	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.2	$3.9M	+6%	9.8k	391.76	View chart
Cvs Health Corp Stock (CVS)	0.2	$3.8M		53k	71.82	View chart
Kkr & Co Stock (KKR)	0.2	$3.8M	+14%	41k	92.50	View chart
Abbott Laboratories Stock (ABT)	0.2	$3.8M	+13%	37k	102.67	View chart
Wisdomtree Stock (WT)	0.2	$3.8M		260k	14.56	View chart
Fedex Corp Stock (FDX)	0.2	$3.8M	-31%	11k	356.19	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$3.7M	+9%	26k	146.28	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.2	$3.6M	+48%	52k	69.90	View chart
Consolidated Edison Stock (ED)	0.2	$3.6M	+5%	32k	113.18	View chart
Bristol-myers Squibb Stock (BMY)	0.2	$3.6M	+21%	59k	60.65	View chart
Pfizer Stock (PFE)	0.2	$3.6M	+3%	127k	28.08	View chart
Devon Energy Corp Stock (DVN)	0.2	$3.4M	-19%	68k	50.32	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.2	$3.3M	+13%	40k	82.57	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.2	$3.3M	+16%	126k	26.26	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$3.2M		7.4k	436.79	View chart
Dominion Energy Stock (D)	0.2	$3.2M		52k	61.82	View chart
Norfolk Southn Corp Stock (NSC)	0.2	$3.2M		11k	287.00	View chart
Bjs Restaurants Stock (BJRI)	0.2	$3.1M	-6%	90k	35.10	View chart
Paypal Hldgs Stock (PYPL)	0.2	$3.1M	-2%	68k	45.23	View chart
Wec Energy Group Stock (WEC)	0.2	$3.1M	+7%	27k	115.77	View chart
Philip Morris Intl Stock (PM)	0.2	$3.0M	+2%	18k	165.34	View chart
BP Adr (BP)	0.2	$3.0M	-11%	65k	47.00	View chart
Ventas Reit (VTR)	0.2	$3.0M		37k	81.78	View chart
Pepsico Stock (PEP)	0.2	$3.0M		20k	155.29	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.2	$3.0M	+7%	136k	22.34	View chart
At&t Stock (T)	0.2	$3.0M	+2%	104k	28.99	View chart
Kla Corp Stock (KLAC)	0.2	$3.0M	-2%	2.0k	1472.53	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.2	$3.0M	-3%	33k	90.55	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$3.0M	+7%	20k	148.10	View chart
Eqt Corp Stock (EQT)	0.2	$2.9M		46k	63.64	View chart
Exlservice Hldgs Stock (EXLS)	0.2	$2.9M	+45%	96k	30.45	View chart
Occidental Pete Corp Stock (OXY)	0.1	$2.9M	+15%	44k	65.00	View chart
Unitedhealth Group Stock (UNH)	0.1	$2.8M	-5%	11k	270.58	View chart
Canadian Natl Ry Stock (CNI)	0.1	$2.7M	+48%	27k	102.77	View chart
Pinnacle West Cap Corp Stock (PNW)	0.1	$2.7M	+5%	26k	100.75	View chart
Old Rep Intl Corp Stock (ORI)	0.1	$2.6M	-2%	65k	39.90	View chart
Novartis Adr (NVS)	0.1	$2.6M		17k	152.75	View chart
Goldman Sachs Group Stock (GS)	0.1	$2.6M	+13%	3.0k	846.07	View chart
Danaher Corp Del Stock (DHR)	0.1	$2.5M	+8%	13k	189.61	View chart
Edison Intl Stock (EIX)	0.1	$2.5M	+29%	34k	73.18	View chart
Ge Vernova Stock (GEV)	0.1	$2.5M	+24%	2.9k	873.00	View chart
Intel Corp Stock (INTC)	0.1	$2.4M		54k	44.13	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$2.4M		10k	229.79	View chart
American Express Stock (AXP)	0.1	$2.4M		7.9k	302.47	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.1	$2.3M		39k	59.55	View chart
Wells Fargo & Co Stock (WFC)	0.1	$2.3M	+3%	29k	79.61	View chart
Diamondback Energy Stock (FANG)	0.1	$2.3M	-10%	12k	197.79	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$2.3M	+49%	57k	40.19	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.1	$2.3M	+8%	38k	58.78	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.1	$2.2M	+1033%	70k	31.57	View chart
Uber Technologies Stock (UBER)	0.1	$2.2M	+15%	31k	71.93	View chart
Starbucks Corp Stock (SBUX)	0.1	$2.2M	-3%	25k	89.59	View chart
S&p Global Stock (SPGI)	0.1	$2.2M	+89%	5.1k	425.36	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.1	$2.2M	+62%	43k	49.69	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$2.1M		71k	30.32	View chart
Nisource Stock (NI)	0.1	$2.1M	+6%	46k	46.66	View chart
Ares Capital Corp Cef (ARCC)	0.1	$2.1M	+90%	118k	18.02	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$2.1M	-3%	18k	118.63	View chart
Hubspot Stock (HUBS)	0.1	$2.1M	+4072%	8.7k	244.10	View chart
Coterra Energy Stock (CTRA)	0.1	$2.1M	-4%	60k	35.14	View chart
Huntington Ingalls Inds Stock (HII)	0.1	$2.1M	+5%	5.6k	379.90	View chart
Micron Technology Stock (MU)	0.1	$2.1M	+39%	6.3k	337.84	View chart
Disney Walt Stock (DIS)	0.1	$2.1M	+3%	22k	96.38	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$2.1M	+9%	9.9k	209.02	View chart
Chubb Ltd Switz Stock (CB)	0.1	$2.0M	+21%	6.2k	325.91	View chart
Powerfleet Stock (AIOT)	0.1	$2.0M	+165%	654k	3.08	View chart
Exelon Corp Stock (EXC)	0.1	$1.9M	+4%	40k	49.02	View chart
Ishares North American Natural Resources Etf Etf (IGE)	0.1	$1.9M	-8%	30k	62.94	View chart
Ameren Corp Stock (AEE)	0.1	$1.9M	+9%	17k	109.92	View chart
Target Corp Stock (TGT)	0.1	$1.9M	+61%	16k	121.20	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$1.9M		49k	38.42	View chart
Aon Plc Shs Cl A Stock (AON)	0.1	$1.9M	+47%	5.8k	322.80	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.8M		7.3k	248.00	View chart
Davita Stock (DVA)	0.1	$1.8M	+4%	12k	153.69	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.1	$1.8M	+51%	193k	9.13	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$1.8M		27k	65.15	View chart
Albemarle Corp Stock (ALB)	0.1	$1.7M	+11%	9.6k	179.53	View chart
Coca Cola Stock (KO)	0.1	$1.7M	+9%	23k	76.05	View chart
Ppl Corp Stock (PPL)	0.1	$1.7M	+5%	45k	38.20	View chart
KBR Stock (KBR)	0.1	$1.7M		46k	36.86	View chart
Altria Group Stock (MO)	0.1	$1.7M	+2%	26k	65.99	View chart
Ally Finl Stock (ALLY)	0.1	$1.7M	+7%	43k	39.23	View chart
Innovator Etfs Tr Defined Wealth Shield Etf Etf (BALT)	0.1	$1.7M	+3%	50k	33.47	View chart
Comfort Sys Usa Stock (FIX)	0.1	$1.7M	+46%	1.2k	1379.14	View chart
General Mtrs Stock (GM)	0.1	$1.6M	+8%	22k	74.50	View chart
Ss&c Tech Hldgs Stock (SSNC)	0.1	$1.6M		24k	67.57	View chart
Nutanix Inc Cl A Stock (NTNX)	0.1	$1.6M	-8%	42k	38.01	View chart
Cambria Us Ew Etf Etf (USEW)	0.1	$1.6M		33k	48.88	View chart
Bunge Global Sa Stock (BG)	0.1	$1.6M		13k	127.20	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$1.6M	+21%	20k	78.41	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.6M	+34%	51k	30.68	View chart
Mongodb Inc Cl A Stock (MDB)	0.1	$1.5M	+19%	6.1k	244.77	View chart
Kroger Stock (KR)	0.1	$1.5M		21k	72.36	View chart
Hunt J B Trans Svcs Stock (JBHT)	0.1	$1.5M	+22%	6.9k	211.91	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$1.5M	-2%	85k	17.22	View chart
Invesco Stock (IVZ)	0.1	$1.5M	+17%	60k	24.29	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.5M	+18%	3.4k	430.29	View chart
T. Rowe Price Qm U.s. Bond Etf Etf (TAGG)	0.1	$1.4M	+81%	34k	42.60	View chart
Pg&e Corp Stock (PCG)	0.1	$1.4M	+40%	82k	17.57	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$1.4M		2.00	718140.00	View chart
Jacobs Solutions Stock (J)	0.1	$1.4M		11k	127.28	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.4M		15k	93.98	View chart
3M Stock (MMM)	0.1	$1.4M	-59%	9.8k	145.23	View chart
Dow Hldgs Stock (DOW)	0.1	$1.4M	+89%	34k	41.65	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.4M	+2%	6.6k	213.66	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.4M	+23%	2.1k	653.14	View chart
Capital One Finl Corp Stock (COF)	0.1	$1.4M	+7%	7.6k	182.44	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.4M	-2%	16k	88.70	View chart
Canadian Nat Res Ltd Med Term Stock (CNQ)	0.1	$1.4M		28k	48.73	View chart
Williams Cos Stock (WMB)	0.1	$1.4M	-5%	19k	72.78	View chart
Travelers Companies Stock (TRV)	0.1	$1.4M	+13%	4.7k	291.68	View chart
Nextera Energy Stock (NEE)	0.1	$1.4M	+2%	15k	92.88	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$1.4M		22k	62.56	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.1	$1.3M		18k	77.18	View chart
Medtronic Stock (MDT)	0.1	$1.3M	-13%	15k	86.65	View chart
Generac Hldgs Stock (GNRC)	0.1	$1.3M	+73%	6.8k	195.33	View chart
Morgan Stanley Stock (MS)	0.1	$1.3M		7.9k	164.56	View chart
State Str Corp Stock (STT)	0.1	$1.3M		10k	126.56	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$1.3M		11k	113.11	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.3M	-14%	2.5k	499.63	View chart
Solstice Advanced Matls Stock (SOLS)	0.1	$1.3M	+5%	17k	76.16	View chart
Oneok Stock (OKE)	0.1	$1.3M		14k	90.39	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$1.3M		9.1k	138.32	View chart
Berkley W R Corp Stock (WRB)	0.1	$1.2M		19k	66.28	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$1.2M	+10%	16k	80.08	View chart
Dominos Pizza Stock (DPZ)	0.1	$1.2M	+27%	3.4k	358.79	View chart
United Rentals Stock (URI)	0.1	$1.2M		1.7k	728.56	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.1	$1.2M	-2%	111k	11.06	View chart
Innovator Equity Dual Directional 15 Buffer Etf - September Etf (DDFS)	0.1	$1.2M		58k	21.12	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$1.2M	+7%	12k	98.38	View chart
Technipfmc Stock (FTI)	0.1	$1.2M	+45%	17k	69.13	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.2M		16k	77.11	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.2M	-10%	5.6k	211.16	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.2M	+10%	17k	68.14	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$1.2M	+8%	26k	46.46	View chart
Ulta Beauty Stock (ULTA)	0.1	$1.2M	+25%	2.3k	522.80	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$1.2M	-9%	1.7k	682.36	View chart
Applied Matls Stock (AMAT)	0.1	$1.2M	+5%	3.4k	341.79	View chart
Forward Air Corp Stock (FWRD)	0.1	$1.2M		70k	16.71	View chart
Valero Energy Corp Stock (VLO)	0.1	$1.2M	-28%	4.7k	247.08	View chart
Microchip Technology Stock (MCHP)	0.1	$1.2M	+4%	18k	64.61	View chart
Perdoceo Ed Corp Stock (PRDO)	0.1	$1.1M	-52%	31k	37.21	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$1.1M	+52%	1.5k	772.71	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$1.1M	+21%	13k	86.14	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.1M		2.5k	463.19	View chart
Innovator Equity Dual Directional 15 Buffer Etf - March Etf (DDFM)	0.1	$1.1M	NEW	60k	18.77	View chart

Past Filings by Rothschild Investment

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

Rothschild Investment 2026 Q1 filed May 7, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z