ROTHSCHILD INVESTMENT CORP /IL
Top Portfolio Positions
304 positions ·
$859,379,758 total
· as of Sep 30, 2023
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
318,764 | $54,575,583 | 6.35% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
165,058 | $23,936,711 | 2.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
174,070 | $22,778,800 | 2.65% | |
| CVX |
Chevron Corp
Energy
|
135,021 | $22,767,240 | 2.65% | |
| BX |
Blackstone Inc.
Financial Services
|
204,764 | $21,938,414 | 2.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
62,003 | $21,719,650 | 2.53% | |
| MSFT |
Microsoft Corp
Technology
|
67,747 | $21,391,115 | 2.49% | |
| ABBV |
AbbVie Inc.
Healthcare
|
127,653 | $19,027,956 | 2.21% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
30,428 | $17,190,602 | 2.00% | |
| AMGN |
Amgen Inc
Healthcare
|
59,399 | $15,964,075 | 1.86% |
Portfolio Trend
15 quarters · across all stocks
Holdings in LOMLF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-03-31 | $18,088 | 19,040 | Shares | Defined | 2022-04-18 | |
| No 13F history on record for this holder in this stock. | ||||||