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 251–300 of 3,427
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP COM | 6K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 14K | $500K+ | SH |
| CCI | CROWN CASTLE INC COM | 11K | $500K+ | SH |
| TEAM | ATLASSIAN CORPORATION CL A | 6K | $500K+ | SH |
| UTI | UNIVERSAL TECHNICAL INST INC COM | 37K | $500K+ | SH |
| CNQ | CANADIAN NAT RES LTD COM | 28K | $500K+ | SH |
| NOW | SERVICENOW INC COM | 6K | $500K+ | SH |
| PCG | PG&E CORP COM | 59K | $500K+ | SH |
| VPU | VANGUARD UTILITIES ETF | 5K | $500K+ | SH |
| TGT | TARGET CORP COM | 10K | $500K+ | SH |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | 9K | $500K+ | SH |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | 32K | $500K+ | SH |
| DG | DOLLAR GEN CORP NEW COM | 7K | $500K+ | SH |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | 13K | $500K+ | SH |
| DHI | D R HORTON INC COM | 6K | $500K+ | SH |
| DRI | DARDEN RESTAURANTS INC COM | 5K | $500K+ | SH |
| NTRS | NORTHERN TR CORP COM | 6K | $500K+ | SH |
| JHS | HANCOCK JOHN INCOME SECS TR COM | 73K | $500K+ | SH |
| KHC | KRAFT HEINZ CO COM | 35K | $500K+ | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 19K | $500K+ | SH |
| ZM | ZOOM COMMUNICATIONS INC CL A | 10K | $500K+ | SH |
| AMAT | APPLIED MATLS INC COM | 3K | $500K+ | SH |
| ENB | ENBRIDGE INC COM | 17K | $500K+ | SH |
| BLK | BLACKROCK INC COM | 776 | $500K+ | SH |
| EWJ | ISHARES MSCI JAPAN ETF | 10K | $500K+ | SH |
| ABNB | AIRBNB INC COM CL A | 6K | $500K+ | SH |
| GMED | GLOBUS MED INC CL A | 9K | $500K+ | SH |
| WTFC | WINTRUST FINL CORP COM | 6K | $500K+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 20K | $500K+ | SH |
| TAGG | T. ROWE PRICE QM U.S. BOND ETF | 19K | $500K+ | SH |
| NEM | NEWMONT CORP COM | 8K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP COM | 903 | $500K+ | SH |
| CRM | SALESFORCE INC COM | 3K | $500K+ | SH |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 20K | $500K+ | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 18K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 7K | $500K+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | 16K | $500K+ | SH |
| FIX | COMFORT SYS USA INC COM | 820 | $500K+ | SH |
| MTN | VAIL RESORTS INC COM | 6K | $500K+ | SH |
| DNP | DNP SELECT INCOME FD INC COM | 76K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 975 | $500K+ | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 2K | $500K+ | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 4K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP COM | 7K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC COM | 135 | $500K+ | SH |
| NIE | VIRTUS EQUITY & CONV INCM FD COM | 29K | $500K+ | SH |
| FLR | FLUOR CORP NEW COM | 18K | $500K+ | SH |
| BITW | BITWISE 10 CRYPTO INDEX ETF | 12K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 5K | $500K+ | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 7K | $500K+ | SH |