Rothschild Investment
Latest statistics and disclosures from Rothschild Investment's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, GOOGL, JPM, AMZN, and represent 13.31% of Rothschild Investment's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$21M), Exxon Mobil Corp (+$20M), NVDA (+$14M), MSFT (+$8.7M), HON (+$8.5M), HONA (+$8.4M), GOOG (+$8.4M), COST (+$7.4M), IWF (+$6.8M), AMZN (+$6.8M).
- Started 153 new stock positions in WOLF, CAR, CBNK, VUZI, ARM, SPCX, AVTX, LARK, BMNR, OPY.
- Reduced shares in these 10 stocks: , Honeywell International (-$14M), HLT (-$7.2M), ITW (-$6.2M), BJRI (-$5.4M), MRVL, AMD, CTRA, NKE, FANG.
- Sold out of its positions in AFCG, Air Lease Corp, ALIT, American Woodmark Corporation, FOLD, AIV, ACLX, BGS, Bank First Corporation, Blue Foundry Bancorp.
- Rothschild Investment was a net buyer of stock by $551M.
- Rothschild Investment has $2.7B in assets under management (AUM), dropping by 39.83%.
- 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 3636 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Rothschild Investment has 3636 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Rothschild Investment June 30, 2026 positions
- Download the Rothschild Investment June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 3.7 | $98M | +27% | 338k | 289.36 |
|
| Nvidia Corporation Stock (NVDA) | 3.6 | $97M | +16% | 484k | 200.09 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 2.5 | $68M | +10% | 190k | 357.37 |
|
| Jpmorgan Chase & Co Stock (JPM) | 2.0 | $52M | +11% | 160k | 327.33 |
|
| Amazon Stock (AMZN) | 1.5 | $41M | +19% | 173k | 238.34 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.5 | $41M | +26% | 115k | 353.33 |
|
| Microsoft Corp Stock (MSFT) | 1.4 | $38M | +29% | 102k | 373.02 |
|
| Invesco Rafi Us 1000 Etf Etf (PRF) | 1.3 | $36M | +2% | 657k | 54.03 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.3 | $34M | +8% | 68k | 500.39 |
|
| Palo Alto Networks Stock (PANW) | 1.2 | $33M | +24% | 96k | 341.02 |
|
| Abbvie Stock (ABBV) | 1.2 | $31M | +15% | 122k | 251.64 |
|
| Blackstone Stock (BX) | 1.1 | $28M | +17% | 241k | 117.67 |
|
| Costco Wholesale Corporation Stock (COST) | 1.0 | $27M | +37% | 29k | 935.48 |
|
| Avantis U.s. Small Cap Value Etf Etf (AVUV) | 1.0 | $27M | +10% | 213k | 124.76 |
|
| Capital Group Dividend Growers Etf Etf (CGDG) | 1.0 | $26M | +3% | 683k | 37.51 |
|
| Johnson & Johnson Stock (JNJ) | 0.9 | $25M | 97k | 253.97 |
|
|
| Caterpillar Stock (CAT) | 0.9 | $24M | -2% | 22k | 1064.89 |
|
| Cambria Shareholder Yield Etf Etf (SYLD) | 0.9 | $23M | +5% | 290k | 79.09 |
|
| Chevron Corporation Stock (CVX) | 0.8 | $22M | +24% | 135k | 165.76 |
|
| Cambria Foreign Shareholder Yield Etf Etf (FYLD) | 0.8 | $22M | +3% | 605k | 36.49 |
|
| Advanced Micro Devices Stock (AMD) | 0.8 | $22M | -9% | 37k | 580.92 |
|
| Amgen Stock (AMGN) | 0.8 | $21M | 59k | 362.12 |
|
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 0.8 | $21M | 28k | 746.76 |
|
|
| Marvell Technology Stock (MRVL) | 0.8 | $21M | -10% | 70k | 297.89 |
|
| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.8 | $21M | +4% | 364k | 56.48 |
|
| Ge Aerospace Stock (GE) | 0.8 | $21M | +11% | 55k | 373.73 |
|
| Exxonmobil Holdings Corp Stock | 0.8 | $20M | NEW | 149k | 136.72 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.8 | $20M | 86k | 236.62 |
|
|
| Broadcom Stock (AVGO) | 0.7 | $20M | +22% | 53k | 377.75 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.7 | $19M | +9% | 34k | 563.30 |
|
| Eli Lilly & Co Stock (LLY) | 0.7 | $19M | +51% | 16k | 1199.45 |
|
| Cisco Sys Stock (CSCO) | 0.7 | $18M | 151k | 117.46 |
|
|
| General Dynamics Corp Stock (GD) | 0.6 | $17M | +22% | 49k | 354.24 |
|
| Capital Group Global Growth Equity Etf Etf (CGGO) | 0.6 | $17M | +10% | 406k | 42.33 |
|
| Jpmorgan Betabuilders International Equity Etf Etf (BBIN) | 0.6 | $17M | +13% | 220k | 78.08 |
|
| Capital Group Dividend Value Etf Etf (CGDV) | 0.6 | $17M | +15% | 339k | 49.28 |
|
| Visa Inc Com Cl A Stock (V) | 0.6 | $17M | +51% | 49k | 343.09 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.6 | $15M | +16% | 30k | 501.36 |
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.5 | $15M | +20% | 281k | 52.41 |
|
| Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) | 0.5 | $14M | +4% | 223k | 61.46 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.5 | $13M | +3% | 19k | 686.83 |
|
| Micron Technology Stock (MU) | 0.5 | $13M | +77% | 11k | 1154.28 |
|
| Global X U.s. Infrastructure Development Etf Etf (PAVE) | 0.5 | $13M | 215k | 58.92 |
|
|
| Home Depot Stock (HD) | 0.5 | $13M | +35% | 36k | 352.68 |
|
| Stryker Corporation Stock (SYK) | 0.5 | $12M | +35% | 40k | 314.84 |
|
| Merck & Co Stock (MRK) | 0.5 | $12M | 97k | 128.50 |
|
|
| Qualcomm Stock (QCOM) | 0.5 | $12M | 67k | 184.79 |
|
|
| Netflix Stock (NFLX) | 0.5 | $12M | +2% | 173k | 71.40 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.5 | $12M | +27% | 13k | 965.00 |
|
| Oracle Corp Stock (ORCL) | 0.4 | $12M | +4% | 79k | 146.55 |
|
| Digital Rlty Tr Reit (DLR) | 0.4 | $11M | +9% | 63k | 179.58 |
|
| Phillips 66 Stock (PSX) | 0.4 | $11M | +26% | 63k | 169.05 |
|
| American Intl Group Stock (AIG) | 0.4 | $11M | +12% | 143k | 74.53 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.4 | $11M | +9% | 50k | 212.77 |
|
| Southern Stock (SO) | 0.4 | $11M | +9% | 110k | 95.71 |
|
| Cummins Stock (CMI) | 0.4 | $10M | +25% | 15k | 713.19 |
|
| Ishares Expanded Tech-software Sector Etf Etf (IGV) | 0.4 | $9.9M | 109k | 90.60 |
|
|
| Union Pac Corp Stock (UNP) | 0.4 | $9.8M | 36k | 272.00 |
|
|
| International Business Machs Stock (IBM) | 0.4 | $9.6M | +33% | 34k | 281.21 |
|
| Nucor Corp Stock (NUE) | 0.3 | $9.3M | 42k | 222.75 |
|
|
| Intel Corp Stock (INTC) | 0.3 | $9.2M | +21% | 66k | 139.63 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.3 | $9.2M | +296% | 74k | 124.17 |
|
| Eaton Corp Stock (ETN) | 0.3 | $9.1M | +12% | 21k | 426.12 |
|
| Cboe Global Mkts Stock (CBOE) | 0.3 | $8.9M | 37k | 242.67 |
|
|
| Vanguard Morningstar Total Stock Market Etf Etf (VTI) | 0.3 | $8.7M | +11% | 23k | 370.04 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.3 | $8.6M | +3% | 85k | 102.30 |
|
| Performance Trust Short Term Bond Etf Etf (STBF) | 0.3 | $8.5M | +37% | 336k | 25.38 |
|
| Honeywell Intl Stock (HON) | 0.3 | $8.5M | NEW | 38k | 223.90 |
|
| Corning Stock (GLW) | 0.3 | $8.4M | 33k | 255.43 |
|
|
| Honeywell Aerospace Stock (HONA) | 0.3 | $8.4M | NEW | 38k | 221.08 |
|
| Tesla Stock (TSLA) | 0.3 | $8.2M | +69% | 19k | 420.60 |
|
| Bank Of Amer Corp Stock (BAC) | 0.3 | $8.1M | +3% | 142k | 56.98 |
|
| Toast Inc Cl A Stock (TOST) | 0.3 | $7.9M | +49% | 283k | 27.82 |
|
| Rtx Corporation Stock (RTX) | 0.3 | $7.8M | +15% | 41k | 189.73 |
|
| Public Storage Reit (PSA) | 0.3 | $7.6M | 24k | 318.30 |
|
|
| Vanguard Extended Market Etf Etf (VXF) | 0.3 | $7.4M | 30k | 246.21 |
|
|
| Constellation Energy Corp Stock (CEG) | 0.3 | $7.2M | +4% | 29k | 248.37 |
|
| Verizon Communications Stock (VZ) | 0.3 | $7.1M | 168k | 42.34 |
|
|
| Illinois Tool Wks Stock (ITW) | 0.3 | $7.1M | -46% | 26k | 270.47 |
|
| Mcdonalds Corp Stock (MCD) | 0.3 | $7.1M | +14% | 26k | 270.31 |
|
| Walmart Stock (WMT) | 0.3 | $7.0M | -7% | 62k | 113.26 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.3 | $6.8M | -4% | 28k | 242.43 |
|
| Lockheed Martin Corp Stock (LMT) | 0.3 | $6.7M | +20% | 13k | 509.44 |
|
| Capital Group U.s. Multi-sector Income Etf Etf (CGMS) | 0.3 | $6.7M | +8% | 245k | 27.33 |
|
| Enterprise Prods Partners Stock (EPD) | 0.2 | $6.6M | +11% | 179k | 36.76 |
|
| Metlife Stock (MET) | 0.2 | $6.6M | +9% | 78k | 84.61 |
|
| Unitedhealth Group Stock (UNH) | 0.2 | $6.5M | +47% | 16k | 415.64 |
|
| Emerson Elec Stock (EMR) | 0.2 | $6.3M | +13% | 44k | 143.15 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.2 | $6.3M | 8.6k | 736.42 |
|
|
| Invesco S&p 500 Pure Value Etf Etf (RPV) | 0.2 | $6.3M | -6% | 55k | 113.82 |
|
| Taiwan Semiconductor Manufact Adr (TSM) | 0.2 | $6.1M | 13k | 477.57 |
|
|
| Kla Corp Stock (KLAC) | 0.2 | $5.9M | +861% | 20k | 301.71 |
|
| Allstate Corp Stock (ALL) | 0.2 | $5.9M | 25k | 237.94 |
|
|
| Linde Stock (LIN) | 0.2 | $5.8M | +25% | 11k | 518.93 |
|
| Ge Vernova Stock (GEV) | 0.2 | $5.8M | +71% | 4.9k | 1174.94 |
|
| Deere & Co Stock (DE) | 0.2 | $5.7M | 8.9k | 634.30 |
|
|
| Marathon Pete Corp Stock (MPC) | 0.2 | $5.6M | +8% | 22k | 255.68 |
|
| Bristol-myers Squibb Stock (BMY) | 0.2 | $5.6M | +64% | 97k | 57.62 |
|
| Wells Fargo & Co Stock (WFC) | 0.2 | $5.6M | +133% | 67k | 82.64 |
|
| T. Rowe Price Blue Chip Growth Etf Etf (TCHP) | 0.2 | $5.5M | +25% | 110k | 50.09 |
|
| Cambria Emerging Shareholder Yield Etf Etf (EYLD) | 0.2 | $5.5M | 121k | 45.41 |
|
|
| Boeing Stock (BA) | 0.2 | $5.4M | +14% | 25k | 216.47 |
|
| Snowflake Stock (SNOW) | 0.2 | $5.4M | +206% | 21k | 254.50 |
|
| Western Digital Corp Stock (WDC) | 0.2 | $5.4M | +162% | 8.5k | 638.73 |
|
| Abbott Laboratories Stock (ABT) | 0.2 | $5.2M | +56% | 58k | 90.74 |
|
| Consolidated Edison Stock (ED) | 0.2 | $5.2M | +48% | 47k | 110.63 |
|
| Cvs Health Corp Stock (CVS) | 0.2 | $5.2M | -5% | 50k | 103.45 |
|
| Kinder Morgan Inc Del Stock (KMI) | 0.2 | $5.1M | +8% | 160k | 31.97 |
|
| Pfizer Stock (PFE) | 0.2 | $5.1M | +66% | 212k | 24.08 |
|
| Innovator U.s. Equity Buffer Etf - July Etf (BJUL) | 0.2 | $5.0M | 92k | 54.31 |
|
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.2 | $4.9M | 47k | 103.88 |
|
|
| Gallagher Arthur J & Co Stock (AJG) | 0.2 | $4.9M | +1102% | 21k | 229.58 |
|
| Invesco Rafi Emerging Markets Etf Etf (PXH) | 0.2 | $4.8M | 173k | 27.88 |
|
|
| Freeport Mcmoran Inc Cl B Stock (FCX) | 0.2 | $4.8M | +98% | 76k | 62.89 |
|
| Procter & Gamble Stock (PG) | 0.2 | $4.8M | 33k | 146.64 |
|
|
| Howmet Aerospace Stock (HWM) | 0.2 | $4.8M | +1147% | 18k | 268.86 |
|
| Comfort Sys Usa Stock (FIX) | 0.2 | $4.7M | +98% | 2.4k | 1982.07 |
|
| Royce Small Cap Trust Cef (RVT) | 0.2 | $4.6M | +4% | 251k | 18.47 |
|
| Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF) | 0.2 | $4.6M | +17% | 61k | 75.64 |
|
| Duke Energy Corp Stock (DUK) | 0.2 | $4.6M | 36k | 126.58 |
|
|
| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 0.2 | $4.5M | +36% | 55k | 82.11 |
|
| Pepsico Stock (PEP) | 0.2 | $4.5M | +70% | 33k | 135.40 |
|
| Lam Research Corp Stock (LRCX) | 0.2 | $4.5M | +57% | 10k | 433.33 |
|
| Capital Group Short Duration Income Etf Etf (CGSD) | 0.2 | $4.4M | 171k | 25.73 |
|
|
| Applied Matls Stock (AMAT) | 0.2 | $4.4M | +77% | 6.1k | 723.00 |
|
| Wisdomtree Stock (WT) | 0.2 | $4.4M | 259k | 16.94 |
|
|
| Devon Energy Corp Stock (DVN) | 0.2 | $4.4M | +56% | 106k | 41.32 |
|
| Chubb Stock (CB) | 0.2 | $4.4M | +106% | 13k | 340.74 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.2 | $4.3M | +125% | 13k | 331.69 |
|
| Nike Inc Cl B Stock (NKE) | 0.2 | $4.3M | -25% | 104k | 41.05 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.2 | $4.2M | +41% | 36k | 116.67 |
|
| Fedex Corp Stock (FDX) | 0.2 | $4.2M | +25% | 13k | 313.13 |
|
| Travelers Companies Stock (TRV) | 0.2 | $4.1M | +165% | 12k | 330.12 |
|
| Capital One Finl Corp Stock (COF) | 0.2 | $4.1M | +166% | 20k | 200.62 |
|
| Conocophillips Stock (COP) | 0.2 | $4.1M | 39k | 103.96 |
|
|
| Kkr & Co Stock (KKR) | 0.1 | $4.0M | +5% | 44k | 91.78 |
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.1 | $3.9M | +207% | 28k | 143.10 |
|
| Teradyne Stock (TER) | 0.1 | $3.9M | +297% | 8.0k | 483.85 |
|
| Vanguard Morningstar Growth Etf Etf (VUG) | 0.1 | $3.8M | +498% | 45k | 86.14 |
|
| Carpenter Technology Corp Stock (CRS) | 0.1 | $3.8M | +392% | 6.2k | 616.81 |
|
| Goldman Sachs Group Stock (GS) | 0.1 | $3.8M | +22% | 3.7k | 1011.50 |
|
| Capital Group Core Bond Etf Etf (CGCB) | 0.1 | $3.7M | +13% | 143k | 26.18 |
|
| Edison Intl Stock (EIX) | 0.1 | $3.7M | +46% | 50k | 74.45 |
|
| Te Connectivity Plc Ord Stock (TEL) | 0.1 | $3.7M | +84% | 18k | 201.61 |
|
| Hubspot Stock (HUBS) | 0.1 | $3.6M | +129% | 20k | 182.51 |
|
| Centene Corp Del Stock (CNC) | 0.1 | $3.6M | +81% | 56k | 64.19 |
|
| Ventas Reit (VTR) | 0.1 | $3.6M | +7% | 40k | 88.80 |
|
| Pg&e Corp Stock (PCG) | 0.1 | $3.5M | +157% | 211k | 16.82 |
|
| Dominion Energy Stock (D) | 0.1 | $3.5M | 52k | 68.29 |
|
|
| Norfolk Southn Corp Stock (NSC) | 0.1 | $3.5M | 11k | 314.59 |
|
|
| Hunt J B Trans Svcs Stock (JBHT) | 0.1 | $3.5M | +73% | 12k | 289.44 |
|
| Philip Morris Intl Stock (PM) | 0.1 | $3.5M | +4% | 19k | 180.91 |
|
| Schwab Charles Corp Stock (SCHW) | 0.1 | $3.5M | +148% | 38k | 92.27 |
|
| Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) | 0.1 | $3.5M | +49% | 65k | 53.79 |
|
| Fortinet Stock (FTNT) | 0.1 | $3.4M | +242% | 22k | 153.62 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $3.4M | +398% | 14k | 246.22 |
|
| Sandisk Corp Stock (SNDK) | 0.1 | $3.4M | 1.5k | 2273.73 |
|
|
| S&p Global Stock (SPGI) | 0.1 | $3.4M | +63% | 8.3k | 407.26 |
|
| Parker-hannifin Corp Stock (PH) | 0.1 | $3.4M | +281% | 3.5k | 978.12 |
|
| Bank Of Ny Mellon Corp Stock (BNY) | 0.1 | $3.4M | +29% | 23k | 144.61 |
|
| Occidental Pete Corp Stock (OXY) | 0.1 | $3.4M | +57% | 69k | 48.57 |
|
| Ishares U.s. Home Construction Etf Etf (ITB) | 0.1 | $3.3M | -2% | 32k | 104.48 |
|
| Medtronic Stock (MDT) | 0.1 | $3.3M | +177% | 43k | 78.23 |
|
| Servicenow Stock (NOW) | 0.1 | $3.3M | +304% | 34k | 99.28 |
|
| Valero Energy Corp Stock (VLO) | 0.1 | $3.3M | +170% | 13k | 260.44 |
|
| Danaher Corp Del Stock (DHR) | 0.1 | $3.3M | +28% | 17k | 190.48 |
|
| Marsh & Mclennan Cos Stock (MRSH) | 0.1 | $3.3M | +253% | 20k | 166.67 |
|
| General Mills Stock (GIS) | 0.1 | $3.2M | +314% | 93k | 34.80 |
|
| Ares Capital Corp Cef (ARCC) | 0.1 | $3.2M | +47% | 174k | 18.53 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $3.2M | 20k | 158.03 |
|
|
| General Mtrs Stock (GM) | 0.1 | $3.2M | +91% | 42k | 77.08 |
|
| Canadian Natl Ry Stock (CNI) | 0.1 | $3.2M | 27k | 119.24 |
|
|
| Waste Connections Stock (WCN) | 0.1 | $3.2M | +766% | 19k | 166.69 |
|
| Exlservice Hldgs Stock (EXLS) | 0.1 | $3.1M | +26% | 121k | 25.86 |
|
| Wec Energy Group Stock (WEC) | 0.1 | $3.1M | 26k | 116.77 |
|
|
| Morgan Stanley Stock (MS) | 0.1 | $3.1M | +85% | 15k | 209.04 |
|
| Capital Group Core Plus Income Etf Etf (CGCP) | 0.1 | $3.0M | 137k | 22.29 |
|
|
| Equinix Reit (EQIX) | 0.1 | $3.0M | +176% | 2.9k | 1042.43 |
|
| Dollar Gen Corp Stock (DG) | 0.1 | $3.0M | +171% | 26k | 115.11 |
|
| Mongodb Inc Cl A Stock (MDB) | 0.1 | $3.0M | +43% | 8.8k | 335.90 |
|
| Nutanix Inc Cl A Stock (NTNX) | 0.1 | $2.9M | +36% | 58k | 50.96 |
|
| Eog Res Stock (EOG) | 0.1 | $2.9M | +1279% | 23k | 129.73 |
|
| Ross Stores Stock (ROST) | 0.1 | $2.8M | +297% | 13k | 212.85 |
|
| Johnson Ctls Intl Stock (JCI) | 0.1 | $2.8M | +334% | 19k | 146.11 |
|
| Eversource Energy Stock (ES) | 0.1 | $2.8M | +531% | 39k | 72.27 |
|
| Pinnacle West Cap Corp Stock (PNW) | 0.1 | $2.8M | 26k | 107.00 |
|
|
| Citigroup Stock (C) | 0.1 | $2.8M | +216% | 20k | 139.96 |
|
| Ppl Corp Stock (PPL) | 0.1 | $2.8M | +70% | 77k | 36.35 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.1 | $2.8M | -72% | 8.3k | 330.46 |
|
| American Tower Corp Reit (AMT) | 0.1 | $2.7M | +325% | 17k | 163.57 |
|
| Capital Group New Geography Equity Etf Etf (CGNG) | 0.1 | $2.7M | +2% | 72k | 37.46 |
|
| Capital Group Growth Etf Etf (CGGR) | 0.1 | $2.7M | 57k | 47.20 |
|
|
| Ally Finl Stock (ALLY) | 0.1 | $2.7M | +36% | 58k | 45.95 |
|
| United Airls Hldgs Stock (UAL) | 0.1 | $2.7M | +371% | 20k | 135.99 |
|
| Synopsys Stock (SNPS) | 0.1 | $2.7M | +3086% | 6.0k | 446.07 |
|
| Davita Stock (DVA) | 0.1 | $2.7M | +3% | 12k | 222.48 |
|
| Solstice Advanced Matls Stock (SOLS) | 0.1 | $2.6M | +78% | 30k | 88.60 |
|
| Paypal Hldgs Stock (PYPL) | 0.1 | $2.6M | -10% | 61k | 43.18 |
|
| Novartis Adr (NVS) | 0.1 | $2.6M | 17k | 156.72 |
|
|
| Eqt Corp Stock (EQT) | 0.1 | $2.6M | +5% | 49k | 53.17 |
|
| Viking Holdings Ltd Ord Stock (VIK) | 0.1 | $2.6M | +233% | 25k | 104.67 |
|
| Tjx Cos Stock (TJX) | 0.1 | $2.6M | +212% | 17k | 151.50 |
|
| American Express Stock (AXP) | 0.1 | $2.6M | -3% | 7.6k | 338.24 |
|
| Old Rep Intl Corp Stock (ORI) | 0.1 | $2.6M | -3% | 62k | 40.92 |
|
| Draftkings Inc New Com Cl A Stock (DKNG) | 0.1 | $2.5M | +631% | 101k | 25.26 |
|
| Owens Corning Stock (OC) | 0.1 | $2.5M | +112% | 16k | 158.96 |
|
| Powerfleet Stock (AIOT) | 0.1 | $2.5M | 654k | 3.83 |
|
|
| Citizens Finl Group Stock (CFG) | 0.1 | $2.5M | +185% | 36k | 70.07 |
|
| Space Exploration Techn Corp Class A Com Stk Stock (SPCX) | 0.1 | $2.5M | NEW | 15k | 170.86 |
|
| Starbucks Corp Stock (SBUX) | 0.1 | $2.4M | -2% | 24k | 102.19 |
|
| Ss&c Tech Hldgs Stock (SSNC) | 0.1 | $2.4M | +63% | 39k | 62.05 |
|
| Moodys Corp Stock (MCO) | 0.1 | $2.4M | +276% | 5.3k | 452.92 |
|
| Nisource Stock (NI) | 0.1 | $2.4M | +9% | 50k | 47.55 |
|
| Veeva Sys Inc Cl A Stock (VEEV) | 0.1 | $2.4M | +958% | 13k | 177.48 |
|
| Blackrock Stock (BLK) | 0.1 | $2.4M | +141% | 2.5k | 961.60 |
|
| Ameriprise Finl Stock (AMP) | 0.1 | $2.4M | +184% | 5.2k | 458.80 |
|
| Vanguard Intermediate-term Treasury Etf Etf (VGIT) | 0.1 | $2.4M | +3% | 40k | 58.98 |
|
| BP Adr (BP) | 0.1 | $2.3M | -2% | 64k | 36.95 |
|
| At&t Stock (T) | 0.1 | $2.3M | +7% | 112k | 20.70 |
|
| Sysco Corp Stock (SYY) | 0.1 | $2.3M | +211% | 28k | 83.58 |
|
| Roblox Corp Cl A Stock (RBLX) | 0.1 | $2.3M | +831% | 43k | 54.38 |
|
| Blue Owl Capital Inc Com Cl A Stock (OWL) | 0.1 | $2.3M | +36% | 263k | 8.75 |
|
| Mid-amer Apt Cmntys Reit (MAA) | 0.1 | $2.3M | +217% | 17k | 138.94 |
|
| Arista Networks Stock (ANET) | 0.1 | $2.3M | +228% | 13k | 169.88 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.1 | $2.3M | 10k | 222.88 |
|
|
| Csuschk Stock (EXE) | 0.1 | $2.3M | +407% | 25k | 91.19 |
|
| Burlington Stores Stock (BURL) | 0.1 | $2.2M | +261% | 7.1k | 316.80 |
|
| Dte Energy Stock (DTE) | 0.1 | $2.2M | +788% | 15k | 152.37 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $2.2M | 7.3k | 300.45 |
|
|
| Berkley W R Corp Stock (WRB) | 0.1 | $2.2M | +65% | 31k | 70.53 |
|
| Northern Tr Corp Stock (NTRS) | 0.1 | $2.2M | +55% | 13k | 173.84 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.1 | $2.2M | +450% | 20k | 107.62 |
|
| Boston Scientific Corp Stock (BSX) | 0.1 | $2.1M | +261% | 50k | 42.68 |
|
| Sempra Stock (SRE) | 0.1 | $2.1M | +479% | 23k | 92.71 |
|
| T. Rowe Price Qm U.s. Bond Etf Etf (TAGG) | 0.1 | $2.1M | +47% | 50k | 42.46 |
|
| Target Corp Stock (TGT) | 0.1 | $2.1M | +5% | 16k | 130.61 |
|
| MKS Stock (MKSI) | 0.1 | $2.1M | +604% | 4.7k | 444.80 |
|
| Disney Walt Stock (DIS) | 0.1 | $2.1M | 22k | 96.25 |
|
|
| Atlassian Corporation Cl A Stock (TEAM) | 0.1 | $2.1M | +604% | 27k | 77.79 |
|
| Dow Hldgs Stock (DOW) | 0.1 | $2.1M | +126% | 77k | 27.36 |
|
| Lennar Corp Cl A Stock (LEN) | 0.1 | $2.1M | +418% | 23k | 90.49 |
|
| United Rentals Stock (URI) | 0.1 | $2.1M | +8% | 1.8k | 1132.89 |
|
| Uber Technologies Stock (UBER) | 0.1 | $2.1M | -6% | 29k | 72.16 |
|
| Ishares Preferred & Income Securities Etf Etf (PFF) | 0.1 | $2.1M | -3% | 68k | 30.49 |
|
| Lyondellbasell Industries Nv Shs - A - Stock (LYB) | 0.1 | $2.1M | +259% | 39k | 52.65 |
|
| Halliburton Stock (HAL) | 0.1 | $2.1M | +215% | 61k | 33.95 |
|
| Nvent Elec Stock (NVT) | 0.1 | $2.0M | +421% | 12k | 169.61 |
|
| Microchip Technology Stock (MCHP) | 0.1 | $2.0M | +23% | 22k | 91.20 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $2.0M | +824% | 4.0k | 496.73 |
|
| Take-two Interactive Software Stock (TTWO) | 0.1 | $2.0M | +324% | 8.0k | 249.99 |
|
Past Filings by Rothschild Investment
SEC 13F filings are viewable for Rothschild Investment going back to 2024
- Rothschild Investment 2026 Q2 filed Aug. 6, 2026
- 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