account_balance

Investment manager · 13F filer · SEC CIK 85338

Rothschild Investment LLC

Reported value$2.68Bas of Jun 30, 2026
Positions3636 153 new, 122 sold out
Top 10 weight20%AAPL alone is 4%
FiledAug 637 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

What changed

Biggest moves since Mar 31, 2026

Filed Aug 6, 2026, compared with the May 7, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • XOMXXXX $24M
  • HONZZZZ $14.4M
  • Coterra Energy INC Com $2.12M
  • Carnival Corp Common Stock $522K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K).

This is data, not investment advice. About StockToast