Rothschild Investment
$2.7B 13F equity value
3,730 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Rothschild Investment covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 337,494 | $98M | 3.7% |
| NVDA | NVIDIA CORPORATION COM | 484,103 | $97M | 3.6% |
| GOOGL | ALPHABET INC CAP STK CL A | 190,103 | $68M | 2.5% |
| JPM | JPMORGAN CHASE & CO COM | 159,525 | $52M | 2.0% |
| AMZN | AMAZON COM INC COM | 173,367 | $41M | 1.5% |
| GOOG | ALPHABET INC CAP STK CL C | 114,712 | $41M | 1.5% |
| MSFT | MICROSOFT CORP COM | 102,397 | $38M | 1.4% |
| PRF | INVESCO RAFI US 1000 ETF | 656,475 | $35M | 1.3% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | 68,150 | $34M | 1.3% |
| PANW | PALO ALTO NETWORKS INC COM | 95,932 | $33M | 1.2% |
Track Rothschild Investment's 13F portfolio: $2.7B in reported holdings, 3,730 positions. Top holdings and quarterly changes on SentiSense.
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