ROTHSCHILD INVESTMENT LLC

CIK
0000085338
City
Chicago
State / Country
IL

Top Portfolio Positions

2,509 positions · $1,312,718,730 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
418,692 $78,086,058 5.95%
AAPL
Apple Inc.
Technology
256,425 $69,711,700 5.31%
GOOGL
Alphabet Inc.
Communication Services
170,222 $53,279,486 4.06%
JPM
Jpmorgan Chase & Co
Financial Services
142,966 $46,066,504 3.51%
MSFT
Microsoft Corp
Technology
69,912 $33,810,841 2.58%
BX
Blackstone Inc.
Financial Services
195,947 $30,203,270 2.30%
AMZN
Amazon Com Inc
Consumer Cyclical
113,961 $26,304,478 2.00%
ABBV
AbbVie Inc.
Healthcare
99,348 $22,700,024 1.73%
JNJ
Johnson & Johnson
Healthcare
97,072 $20,089,050 1.53%
META
Meta Platforms, Inc.
Communication Services
30,163 $19,910,294 1.52%

Portfolio Trend

9 quarters · across all stocks

Holdings in DVS

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Report Date Value (USD) Shares
2025-12-31 $6,615 1,500