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Home > Institutional Investor > Rothschild Investment Llc > Profile

Instuitional Investor - Rothschild Investment Llc

Fund Profile
Filing Period:
Fund Name: Rothschild Investment Llc
Portfolio Value $2,675,430,431
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 337,494 $97,657,337 3.65%
2.
Nvidia Corp
 NVDA 484,103 $96,864,103 3.62%
3.
Alphabet Inc.
 GOOGL 190,103 $67,937,192 2.54%
4.
Jpmorgan Chase & Co
 JPM 159,525 $52,217,236 1.95%
5.
Amazon Com Inc
 AMZN 173,367 $41,320,198 1.54%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.