ROTHSCHILD INVESTMENT LLC

ROTHSCHILD INVESTMENT LLC is a Broker-Dealer institutional filer with the SEC under CIK 85338, reporting 3,636 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: DE
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-06

Top 10 portfolio positions

The largest reported holdings in ROTHSCHILD INVESTMENT LLC's most recent 13F filing, ranked by reported market value.

1. APPLE INC COM (AAPL)
2. NVIDIA CORPORATION COM (NVDA)
3. ALPHABET INC CAP STK CL A (GOOGL)
4. JPMORGAN CHASE & CO COM (JPM)
5. AMAZON COM INC COM (AMZN)
6. ALPHABET INC CAP STK CL C (GOOG)
7. MICROSOFT CORP COM (MSFT)
8. INVESCO RAFI US 1000 ETF (PRF)
9. BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK.B)
10. PALO ALTO NETWORKS INC COM (PANW)