StockDriftsStockDriftsTop 50 Rothschild Investment LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 3.65% | 337.5K | $97.7M | +27.84%(+73.49K) | $202.80(+51.22%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 3.62% | 484.1K | $96.9M | +16.56%(+68.76K) | $65.85(+234.82%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.54% | 190.1K | $67.9M | +10.04%(+17.35K) | $157.33(+123.39%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 1.95% | 159.5K | $52.2M | +11.75%(+16.78K) | $173.12(+108.80%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 1.54% | 173.4K | $41.3M | +19.60%(+28.41K) | $172.37(+59.51%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 1.51% | 114.7K | $40.5M | +26.04%(+23.70K) | $176.09(+99.04%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 1.43% | 102.4K | $38.2M | +29.66%(+23.42K) | $362.20(+38.81%) | 2026-06-30 | |
| PRF | INVESCO RAFI US 1000 ETF | 1.33% | 656.5K | $35.5M | +2.09%(+13.47K) | $34.84(+61.10%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 1.27% | 68.2K | $34.1M | +8.11%(+5.11K) | $366.58(+42.77%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC COM | 1.22% | 95.9K | $32.7M | +24.27%(+18.73K) | $155.59(+143.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +56.65% |
| Top 20 Holdings Unweighted | — | — | — | — | +52.05% |
Rothschild Investment LLC reports $2.68B in US-listed equity holdings across 3,636 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.6%), NVDA (3.6%) and GOOGL (2.5%). The top 20 holdings account for 29.55% of reported assets. Its disclosed equity book has returned +56.65% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rothschild Investment LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 85338). View Rothschild Investment LLC’s 13F filings on SEC