ROTHSCHILD INVESTMENT LLC
Top Portfolio Positions
3,102 positions ·
$1,430,956,955 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
415,340 | $72,435,296 | 5.06% | |
| AAPL |
Apple Inc.
Technology
|
264,002 | $67,001,067 | 4.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
172,756 | $49,677,715 | 3.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
142,747 | $41,990,457 | 2.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
63,036 | $30,206,851 | 2.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
144,961 | $30,191,027 | 2.11% | |
| MSFT |
Microsoft Corp
Technology
|
78,974 | $29,233,805 | 2.04% | |
| XOM |
Exxon Mobil Corp
Energy
|
141,473 | $24,002,309 | 1.68% | |
| JNJ |
Johnson & Johnson
Healthcare
|
97,419 | $23,813,100 | 1.66% | |
| BX |
Blackstone Inc.
Financial Services
|
205,139 | $23,588,933 | 1.65% |
Portfolio Trend
10 quarters · across all stocks
Holdings in MUA
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $199,107 | 18,766 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $182,070 | 17,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $188,700 | 17,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $176,800 | 17,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $184,110 | 17,000 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $353,280 | 32,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $396,800 | 32,000 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $371,200 | 32,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $354,560 | 32,000 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $338,880 | 32,000 | Shares | Sole | 2024-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||