Institutional Fund
Rothschild Investment LLC
Chicago, ILCIK 853385 filings on record
Portfolio Value
$1.91B
Q1 2026
Holdings
3,605
Reported positions
New Buys
275
Opened this quarter
QoQ Change
+5.3%
from $1.82B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation3.8%
- Apple Inc3.5%
- Alphabet Inc2.6%
- Jpmorgan Chase & Co.2.2%
- Invesco Exchange Traded Fd T1.6%
- Berkshire Hathaway Inc Del1.6%
- Other84.7%
Portfolio Holdings
3,605 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 415.3K | $72.44M | 3.8% | −3.4K | Reduced |
| 2 | Apple Inc | 264.0K | $67.00M | 3.5% | +7.6K | Added |
| 3 | Alphabet Inc | 172.8K | $49.68M | 2.6% | +2.5K | Added |
| 4 | Jpmorgan Chase & Co. | 142.7K | $41.99M | 2.2% | −219 | Reduced |
| 5 | Invesco Exchange Traded Fd T | 643.0K | $30.56M | 1.6% | +23.3K | Added |
| 6 | Berkshire Hathaway Inc Del | 63.0K | $30.21M | 1.6% | −483 | Reduced |
| 7 | Amazon Com Inc | 145.0K | $30.19M | 1.6% | +31.0K | Added |
| 8 | Microsoft Corp | 79.0K | $29.23M | 1.5% | +9.1K | Added |
| 9 | Alphabet Inc | 91.0K | $26.11M | 1.4% | +2.1K | Added |
| 10 | Exxon Mobil Corp | 141.5K | $24.00M | 1.3% | −1.3K | Reduced |
3,595 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio