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 51–100 of 3,427
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CBOE | CBOE GLOBAL MKTS INC COM | 37K | $1M+ | SH |
| NKE | NIKE INC CL B | 142K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 41K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 19K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 84K | $1M+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC COM | 31K | $1M+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 45K | $1M+ | SH |
| UNP | UNION PAC CORP COM | 37K | $1M+ | SH |
| SO | SOUTHERN CO COM | 96K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 132K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 21K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 169K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 22K | $1M+ | SH |
| NUE | NUCOR CORP COM | 42K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 213K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 19K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC COM | 79K | $1M+ | SH |
| RPV | INVESCO S&P 500 PURE VALUE ETF | 62K | $1M+ | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 31K | $1M+ | SH |
| TOST | TOAST INC CL A | 177K | $1M+ | SH |
| RTX | RTX CORPORATION COM | 34K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 21K | $1M+ | SH |
| CMI | CUMMINS INC COM | 12K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO COM | 24K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 29K | $1M+ | SH |
| ETN | EATON CORP PLC SHS | 19K | $1M+ | SH |
| MET | METLIFE INC COM | 72K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 12K | $1M+ | SH |
| BLD | TOPBUILD CORP COM | 13K | $1M+ | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 75K | $1M+ | SH |
| PSX | PHILLIPS 66 COM | 41K | $1M+ | SH |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 192K | $1M+ | SH |
| EMR | EMERSON ELEC CO COM | 39K | $1M+ | SH |
| ALL | ALLSTATE CORP COM | 24K | $1M+ | SH |
| TSLA | TESLA INC COM | 11K | $1M+ | SH |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | 93K | $1M+ | SH |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | 121K | $1M+ | SH |
| KKR | KKR & CO INC COM | 36K | $1M+ | SH |
| FDX | FEDEX CORP COM | 16K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 7K | $1M+ | SH |
| PXH | INVESCO RAFI EMERGING MARKETS ETF | 173K | $1M+ | SH |
| STBF | PERFORMANCE TRUST SHORT TERM BOND ETF | 171K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 45K | $1M+ | SH |
| CVS | CVS HEALTH CORP COM | 54K | $1M+ | SH |
| BA | BOEING CO COM | 19K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 23K | $1M+ | SH |
| ABT | ABBOTT LABS COM | 33K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC COM | 70K | $1M+ | SH |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | 156K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 34K | $1M+ | SH |