13F Insight
DOSSIER · 13F-HR · Q1 2026

ROTHSCHILD INVESTMENT LLC

ROTHSCHILD INVESTMENT's asset manager based in Boston, MA — $1.9B in tracked AUM across 3,605 positions as of Q1 2026.

RI
ROTHSCHILD INVESTMENT·Boston, MA·Asset Manager
CIK 0000085338 · last filed Mar 31, 2026
Total AUM
$1.9B
▲ 1.0%
vs prior
Holdings
3,605
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

ROTHSCHILD INVESTMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION COM
$72M415K3.8%
02
AAPL
APPLE INC COM
$67M264K3.5%
03
GOOGL
ALPHABET INC CAP STK CL A
$50M173K2.6%
04
JPM
JPMORGAN CHASE & CO COM
$42M143K2.2%
05
PRF
INVESCO RAFI US 1000 ETF
$31M643K1.6%
06
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$30M63K1.6%
07
AMZN
AMAZON COM INC COM
$30M145K1.6%
08
MSFT
MICROSOFT CORP COM
$29M79K1.5%
09
GOOG
ALPHABET INC CAP STK CL C
$26M91K1.4%
10
XOM
EXXON MOBIL CORP COM
$24M141K1.3%

Filing history

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