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 101–150 of 3,427
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 13K | $1M+ | SH |
| MMM | 3M CO COM | 24K | $1M+ | SH |
| BJRI | BJS RESTAURANTS INC COM | 96K | $1M+ | SH |
| RVT | ROYCE SMALL CAP TRUST INC COM | 230K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL COM | 134K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 11K | $1M+ | SH |
| LIN | LINDE PLC SHS | 9K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 7K | $1M+ | SH |
| DE | DEERE & CO COM | 7K | $1M+ | SH |
| MPC | MARATHON PETE CORP COM | 21K | $1M+ | SH |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | 34K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO COM | 23K | $1M+ | SH |
| WT | WISDOMTREE INC COM | 264K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP COM | 11K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW COM | 84K | $1M+ | SH |
| PFE | PFIZER INC COM | 123K | $1M+ | SH |
| ORI | OLD REP INTL CORP COM | 67K | $1M+ | SH |
| D | DOMINION ENERGY INC COM | 51K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC COM | 30K | $1M+ | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 36K | $1M+ | SH |
| GLW | CORNING INC COM | 33K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 18K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 8K | $1M+ | SH |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 127K | $1M+ | SH |
| CGCB | CAPITAL GROUP CORE BOND ETF | 108K | $1M+ | SH |
| VTR | VENTAS INC COM | 37K | $1M+ | SH |
| DHR | DANAHER CORPORATION COM | 12K | $1M+ | SH |
| EXLS | EXLSERVICE HOLDINGS INC COM | 66K | $1M+ | SH |
| PEP | PEPSICO INC COM | 19K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 19K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 49K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC COM | 25K | $1M+ | SH |
| WFC | WELLS FARGO & CO COM | 28K | $1M+ | SH |
| BP | BP PLC SPONSORED ADR | 74K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 9K | $1M+ | SH |
| KLAC | KLA CORP COM NEW | 2K | $1M+ | SH |
| T | AT&T INC COM | 102K | $1M+ | SH |
| EQT | EQT CORP COM | 47K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 49K | $1M+ | SH |
| NTNX | NUTANIX INC CL A | 46K | $1M+ | SH |
| DIS | DISNEY WALT CO COM | 21K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 3K | $1M+ | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 17K | $1M+ | SH |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | 35K | $1M+ | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 38K | $1M+ | SH |
| WM | WASTE MGMT INC DEL COM | 10K | $1M+ | SH |
| PNW | PINNACLE WEST CAP CORP COM | 25K | $1M+ | SH |
| COP | CONOCOPHILLIPS COM | 24K | $1M+ | SH |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 70K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC COM | 27K | $1M+ | SH |