ROTHSCHILD INVESTMENT LLC

Position in MSFT — Microsoft Corp

CIK 85338 CHICAGO, IL

Position in MSFT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$38,196,128

+$8,962,323 QoQ

Shares Held

102,397

+29.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.69%

of 13F equity value

Holder Rank

#1,208

of 6,189 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $121,946,910 across 93 Software - Infrastructure names. MSFT ranks #1 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	102,397	$38,196,128
2	PANW	Palo Alto Networks Inc	95,932	$32,714,730
3	ORCL	Oracle Corp	78,943	$11,569,096
4	TOST	Toast, Inc.	283,251	$7,880,042
5	PLTR	Palantir Technologies Inc.	36,026	$4,203,153
6	FTNT	Fortinet, Inc.	22,237	$3,416,047
7	MDB	MongoDB, Inc.	8,801	$2,956,255
8	NTNX	Nutanix, Inc.	57,504	$2,930,403

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,196,128	102,397	+29.7%	Shares	Sole	2026-08-06
2026-03-31	$29,233,805	78,974	+13.0%	Shares	Sole	2026-05-07
2025-12-31	$33,810,841	69,912	-0.7%	Shares	Sole	2026-02-10
2025-09-30	$36,479,218	70,430	-0.1%	Shares	Sole	2025-11-07
2025-06-30	$35,069,394	70,504	+0.9%	Shares	Sole	2025-08-11
2025-03-31	$26,225,120	69,861	-0.1%	Shares	Sole	2025-04-08
2024-12-31	$29,478,867	69,938	+0.4%	Shares	Sole	2025-02-04
2024-09-30	$29,987,607	69,690	-2.7%	Shares	Sole	2024-10-18
2024-06-30	$32,004,301	71,606	+6.8%	Shares	Sole	2024-07-31
2024-03-31	$28,209,276	67,050	-0.5%	Shares	Sole	2024-07-31
2023-12-31	$25,332,310	67,366	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.