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 151–200 of 3,427
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MDB | MONGODB INC CL A | 5K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP COM | 19K | $1M+ | SH |
| SBUX | STARBUCKS CORP COM | 25K | $1M+ | SH |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | 42K | $1M+ | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | 24K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 9K | $1M+ | SH |
| INTC | INTEL CORP COM | 55K | $1M+ | SH |
| FANG | DIAMONDBACK ENERGY INC COM | 13K | $1M+ | SH |
| OWL | BLUE OWL CAPITAL INC COM CL A | 127K | $1M+ | SH |
| PRDO | PERDOCEO ED CORP COM | 64K | $1M+ | SH |
| KBR | KBR INC COM | 46K | $1M+ | SH |
| ALLY | ALLY FINL INC COM | 40K | $1M+ | SH |
| ICLR | ICON PLC SHS | 10K | $1M+ | SH |
| HII | HUNTINGTON INGALLS INDS INC COM | 5K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 35K | $1M+ | SH |
| NI | NISOURCE INC COM | 43K | $1M+ | SH |
| CNI | CANADIAN NATL RY CO COM | 18K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 7K | $1M+ | SH |
| FWRD | FORWARD AIR CORP COM | 70K | $1M+ | SH |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | 27K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP COM | 7K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 3K | $1M+ | SH |
| MDT | MEDTRONIC PLC SHS | 18K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 38K | $1M+ | SH |
| CTRA | COTERRA ENERGY INC COM | 63K | $1M+ | SH |
| EXC | EXELON CORP COM | 38K | $1M+ | SH |
| USEW | CAMBRIA US EW ETF | 33K | $1M+ | SH |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | 33K | $1M+ | SH |
| GM | GENERAL MTRS CO COM | 20K | $1M+ | SH |
| BALT | INNOVATOR ETFS TR DEFINED WEALTH SHIELD ETF | 48K | $1M+ | SH |
| CB | CHUBB LIMITED COM | 5K | $1M+ | SH |
| EIX | EDISON INTL COM | 26K | $1M+ | SH |
| STWD | STARWOOD PPTY TR INC COM | 88K | $1M+ | SH |
| SNOW | SNOWFLAKE INC COM SHS | 7K | $1M+ | SH |
| AEE | AMEREN CORP COM | 16K | $1M+ | SH |
| OXY | OCCIDENTAL PETE CORP COM | 38K | $1M+ | SH |
| GDDY | GODADDY INC CL A | 12K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 2 | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP COM | 15K | $1M+ | SH |
| GEV | GE VERNOVA INC COM | 2K | $1M+ | SH |
| PPL | PPL CORP COM | 43K | $1M+ | SH |
| J | JACOBS SOLUTIONS INC COM | 11K | $1M+ | SH |
| REXR | REXFORD INDL RLTY INC COM | 38K | $1M+ | SH |
| KO | COCA COLA CO COM | 21K | $1M+ | SH |
| MO | ALTRIA GROUP INC COM | 25K | $1M+ | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 16K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | 113K | $1M+ | SH |
| MS | MORGAN STANLEY COM NEW | 8K | $1M+ | SH |
| SPGI | S&P GLOBAL INC COM | 3K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 11K | $1M+ | SH |