ROTHSCHILD INVESTMENT LLC: 13F holdings
CIK 853382026Q2
| Positions | 3,636 |
|---|
| Reported value | $2.7bn |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 3,636 (+31 vs prior quarter) |
|---|
| Reported value | $2.7bn (+39.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC COM | 337,494 | $97.7m | 3.7% |
| NVDA NVIDIA CORPORATION COM | 484,103 | $96.9m | 3.6% |
| GOOGL ALPHABET INC CAP STK CL A | 190,103 | $67.9m | 2.5% |
| JPM JPMORGAN CHASE & CO COM | 159,525 | $52.2m | 2.0% |
| AMZN AMAZON COM INC COM | 173,367 | $41.3m | 1.5% |
| GOOG ALPHABET INC CAP STK CL C | 114,712 | $40.5m | 1.5% |
| MSFT MICROSOFT CORP COM | 102,397 | $38.2m | 1.4% |
| PRF INVESCO RAFI US 1000 ETF | 656,475 | $35.5m | 1.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 68,150 | $34.1m | 1.3% |
| PANW PALO ALTO NETWORKS INC COM | 95,932 | $32.7m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="85338")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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