Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ROTHSCHILD INVESTMENT LLC (CIK 85338) reported $2.68B across 3,627 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($97.7M, 3.65%), NVDA ($96.9M, 3.62%), GOOGL ($67.9M, 2.54%), JPM ($52.2M, 1.95%), AMZN ($41.3M, 1.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $97.7M | 3.65% | 337,494 | Added |
| 2 | NVDA | NVIDIA CORPORATION COM | $96.9M | 3.62% | 484,103 | Added |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | $67.9M | 2.54% | 190,103 | Added |
| 4 | JPM | JPMORGAN CHASE & CO COM | $52.2M | 1.95% | 159,525 | Added |
| 5 | AMZN | AMAZON COM INC COM | $41.3M | 1.54% | 173,367 | Added |
| 6 | GOOG | ALPHABET INC CAP STK CL C | $40.5M | 1.51% | 114,712 | Added |
| 7 | MSFT | MICROSOFT CORP COM | $38.2M | 1.43% | 102,397 | Added |
| 8 | PRF | INVESCO RAFI US 1000 ETF | $35.5M | 1.33% | 656,475 | Added |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $34.1M | 1.27% | 68,150 | Added |
| 10 | PANW | PALO ALTO NETWORKS INC COM | $32.7M | 1.22% | 95,932 | Added |
| 11 | ABBV | ABBVIE INC COM | $30.8M | 1.15% | 122,435 | Added |
| 12 | BX | BLACKSTONE INC COM | $28.3M | 1.06% | 240,474 | Added |
| 13 | COST | COSTCO WHOLESALE CORPORATION COM | $27.0M | 1.01% | 28,910 | Added |
| 14 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $26.5M | 0.99% | 212,533 | Added |
| 15 | CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $25.6M | 0.96% | 682,462 | Added |
| 16 | JNJ | JOHNSON & JOHNSON COM | $24.6M | 0.92% | 96,818 | Trimmed |
| 17 | CAT | CATERPILLAR INC COM | $23.8M | 0.89% | 22,368 | Trimmed |
| 18 | SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $23.0M | 0.86% | 290,441 | Added |
| 19 | CVX | CHEVRON CORPORATION COM | $22.3M | 0.83% | 134,721 | Added |
| 20 | FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $22.1M | 0.82% | 604,453 | Added |
| 21 | AMD | ADVANCED MICRO DEVICES INC COM | $21.6M | 0.81% | 37,165 | Trimmed |
| 22 | AMGN | AMGEN INC COM | $21.4M | 0.80% | 59,073 | Added |
| 23 | SPY | STATE STREET SPDR S&P 500 ETF | $21.2M | 0.79% | 28,407 | Trimmed |
| 24 | MRVL | MARVELL TECHNOLOGY INC COM | $20.7M | 0.77% | 69,497 | Trimmed |
| 25 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $20.6M | 0.77% | 364,432 | Added |
Source: SEC Form 13F filings · as of 2026-06-30