CIK 85338
ROTHSCHILD INVESTMENT LLC
Institutional 13F holdings & portfolio
Holdings
3,427
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 651–700 of 3,427
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AME | AMETEK INC COM | 897 | $100K–$500K | SH |
| FMF | FIRST TRUST MANAGED FUTURES STRATEGY FUND | 4K | $100K–$500K | SH |
| CXH | MFS INVT GRADE MUN TR SH BEN INT | 23K | $100K–$500K | SH |
| VMI | VALMONT INDS INC COM | 453 | $100K–$500K | SH |
| MUA | BLACKROCK MUNIASSETS FD INC COM | 17K | $100K–$500K | SH |
| APP | APPLOVIN CORP COM CL A | 268 | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC COM | 997 | $100K–$500K | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 3K | $100K–$500K | SH |
| HSY | HERSHEY CO COM | 986 | $100K–$500K | SH |
| RNR | RENAISSANCERE HLDGS LTD COM | 637 | $100K–$500K | SH |
| AL | AIR LEASE CORP CL A | 3K | $100K–$500K | SH |
| SNX | TD SYNNEX CORPORATION COM | 1K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 387 | $100K–$500K | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 1K | $100K–$500K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 2K | $100K–$500K | SH |
| SIG | SIGNET JEWELERS LIMITED SHS | 2K | $100K–$500K | SH |
| RL | RALPH LAUREN CORP CL A | 488 | $100K–$500K | SH |
| NNE | NANO NUCLEAR ENERGY INC COM | 7K | $100K–$500K | SH |
| CLF | CLEVELAND-CLIFFS INC NEW COM | 13K | $100K–$500K | SH |
| ATI | ATI INC COM | 1K | $100K–$500K | SH |
| FHB | FIRST HAWAIIAN INC COM | 7K | $100K–$500K | SH |
| EQR | EQUITY RESIDENTIAL SH BEN INT | 3K | $100K–$500K | SH |
| TCBI | TEXAS CAP BANCSHARES INC COM | 2K | $100K–$500K | SH |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | 1K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INCME COM | 14K | $100K–$500K | SH |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 2K | $100K–$500K | SH |
| IYW | ISHARES U.S. TECHNOLOGY ETF | 840 | $100K–$500K | SH |
| RRC | RANGE RES CORP COM | 5K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC CL A | 1K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 1K | $100K–$500K | SH |
| UGL | PROSHARES ULTRA GOLD | 3K | $100K–$500K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 3K | $100K–$500K | SH |
| KMX | CARMAX INC COM | 4K | $100K–$500K | SH |
| DOCU | DOCUSIGN INC COM | 2K | $100K–$500K | SH |
| UFPT | UFP TECHNOLOGIES INC COM | 739 | $100K–$500K | SH |
| IYG | ISHARES US FINANCIAL SERVICES ETF | 2K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC COM | 9K | $100K–$500K | SH |
| EFX | EQUIFAX INC COM | 749 | $100K–$500K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 2K | $100K–$500K | SH |
| SCHK | SCHWAB 1000 INDEX ETF | 5K | $100K–$500K | SH |
| SPGP | INVESCO S&P 500 GARP ETF | 1K | $100K–$500K | SH |
| VLY | VALLEY NATL BANCORP COM | 14K | $100K–$500K | SH |
| UHS | UNIVERSAL HLTH SVCS INC CL B | 728 | $100K–$500K | SH |
| SAM | BOSTON BEER INC CL A | 811 | $100K–$500K | SH |
| OMF | ONEMAIN HLDGS INC COM | 2K | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | 12K | $100K–$500K | SH |
| UNM | UNUM GROUP COM | 2K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC COM | 402 | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC COM | 1K | $100K–$500K | SH |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | 2K | $100K–$500K | SH |