Arkolith/Funds/Rothschild Investment LLC

Rothschild Investment LLC

CIK 85338
Holdings as of Mar 31, 2026·disclosed May 7, 2026·~37-day 13F lag·13F-HR
Active Filer

Rothschild Investment LLC holds a diversified book of 3605 stocks worth $1.9B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened Ishares Expanded Tech-Softwa and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 4% of the equity book.

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Use Arkolith to show ROTHSCHILD INVESTMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
275
new positions
Added to
2,149
existing
Trimmed
657
reduced
Sold out
94
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
21%
Top 20 holdings
33%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

74% mapped to company sectors

ETF / fund or unclassified
26%
Information Technology
23%
Financials
12%
Industrials
9%
Health Care
8%
Consumer Discretionary
7%
Energy
5%
Utilities
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

3,605 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation Com
Stock
$72.4M415.3K
3.8%
−0.8%
Reduced · −3K sh
2Apple Inc Com
Stock
$67.0M264.0K
3.5%
+3.0%
Added · +8K sh
3Alphabet Inc Cap STK CL A
Stock
$49.7M172.8K
2.6%
+1.5%
Added · +3K sh
4JPMorgan Chase & Co Com
Stock
$42.0M142.7K
2.2%
−0.1%
Reduced · −219 sh
5Invesco Rafi US 1000 ETF
ETF
$30.6M643.0K
1.6%
+3.8%
Added · +23K sh
6Berkshire Hathaway Inc Del CL B New
Stock
$30.2M63.0K
1.6%
−0.8%
Reduced · −483 sh
7Amazon Com Inc Com
Stock
$30.2M145.0K
1.6%
+27%
Added · +31K sh
8Microsoft Corp Com
Stock
$29.2M79.0K
1.5%
+13%
Added · +9K sh
9Alphabet Inc Cap STK CL C
Stock
$26.1M91.0K
1.4%
+2.4%
Added · +2K sh
10Exxon Mobil Corp Com
Stock
$24.0M141.5K
1.3%
−0.9%
Reduced · −1K sh
11Johnson & Johnson Com
Stock
$23.8M97.4K
1.2%
+0.3%
Added · +347 sh
12Capital Group Dividend Growers ETF
ETF
$23.7M660.9K
1.2%
+11%
Added · +65K sh
13Blackstone Inc Com
Stock
$23.6M205.1K
1.2%
+4.7%
Added · +9K sh
14Abbvie Inc Com
Stock
$23.1M106.0K
1.2%
+6.7%
Added · +7K sh
15Chevron Corporation Com
Stock
$22.4M108.2K
1.2%
−15%
Reduced · −19K sh
16Cambria Foreign Shareholder Yield ETF
ETF
$21.8M583.9K
1.1%
+4.6%
Added · +26K sh
17Avantis U.S. Small Cap Value ETF
ETF
$21.2M191.9K
1.1%
+2.5%
Added · +5K sh
18Costco Wholesale Corporation Com
Stock
$20.9M21.0K
1.1%
−0.9%
Reduced · −200 sh
19Cambria Shareholder Yield ETF
ETF
$20.8M275.4K
1.1%
+11%
Added · +28K sh
20Amgen Inc Com
Stock
$20.5M58.2K
1.1%
+0.1%
Added · +62 sh
21JPMorgan Equity Premium Income ETF
ETF
$19.8M349.6K
1.0%
+4.7%
Added · +16K sh
22State Street SPDR S&P 500 ETF
ETF
$18.7M28.8K
1.0%
+2.8%
Added · +781 sh
23Vanguard Dividend Appreciation ETF
ETF
$18.3M85.1K
1.0%
+1.0%
Added · +827 sh
24Meta Platforms Inc CL A
Stock
$17.5M30.5K
0.9%
+1.2%
Added · +352 sh
25Netflix Inc. Com
Stock
$16.3M169.7K
0.9%
+42%
Added · +50K sh
26Caterpillar Inc Com
Stock
$16.2M22.8K
0.8%
+2.2%
Added · +492 sh
27Honeywell Intl Inc Com
Stock
$14.4M63.7K
0.8%
+4.8%
Added · +3K sh
28JPMorgan Betabuilders International Equity ETF
ETF
$14.2M194.1K
0.7%
+2.8%
Added · +5K sh
29Ge Aerospace Com New
Stock
$14.0M49.3K
0.7%
+5.5%
Added · +3K sh
30General Dynamics Corp Com
Stock
$13.7M40.0K
0.7%
−16%
Reduced · −8K sh
31Broadcom Inc Com
Stock
$13.3M42.8K
0.7%
+3.4%
Added · +1K sh
32Illinois Tool WKS Inc Com
Stock
$12.8M49.4K
0.7%
−0.6%
Reduced · −310 sh
33Thermo Fisher Scientific Inc Com
Stock
$12.6M25.7K
0.7%
+0.3%
Added · +83 sh
34Capital Group Dividend Value ETF
ETF
$12.5M293.2K
0.7%
+29%
Added · +67K sh
35Palo Alto Networks Inc Com
Stock
$12.4M77.2K
0.6%
+1.9%
Added · +1K sh
36Capital Group Global Growth Equity ETF
ETF
$12.3M367.8K
0.6%
+36%
Added · +97K sh
37Ishares 1-5 Year Investment Grade Corporate Bond ETF
ETF
$12.2M232.6K
0.6%
+8.2%
Added · +18K sh
38JPMorgan Nasdaq Equity Premium Income ETF
ETF
$11.8M212.9K
0.6%
+4.5%
Added · +9K sh
39Cisco Sys Inc Com
Stock
$11.8M151.6K
0.6%
~0%
Reduced · −64 sh
40Merck & Co Inc Com
Stock
$11.7M97.2K
0.6%
+16%
Added · +13K sh
41Vanguard S&P 500 ETF
ETF
$11.1M18.6K
0.6%
+6.3%
Added · +1K sh
42Oracle Corp Com
Stock
$11.1M75.4K
0.6%
+2.0%
Added · +2K sh
43Global X U.S. Infrastructure Development ETF
ETF
$10.8M213.1K
0.6%
+3.3%
Added · +7K sh
44Digital Rlty TR Inc Com
REIT
$10.4M57.5K
0.5%
−26%
Reduced · −20K sh
45Cboe Global MKTS Inc Com
Stock
$10.3M36.6K
0.5%
−1.2%
Reduced · −454 sh
46Visa Inc Com CL A
Stock
$9.7M32.0K
0.5%
+2.0%
Added · +626 sh
47Southern Co Com
Stock
$9.7M100.0K
0.5%
+3.6%
Added · +4K sh
48American Intl Group Inc Com New
Stock
$9.6M127.6K
0.5%
−1.8%
Reduced · −2K sh
49Eli Lilly & Co Com
Stock
$9.6M10.4K
0.5%
+1.2%
Added · +123 sh
50Stryker Corporation Com
Stock
$9.6M29.1K
0.5%
+2.9%
Added · +830 sh
Showing 50 of 3,605 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 7, 20263,605$1.9B13F-HR
Q4 2025Dec 31, 2025Feb 10, 20263,428$1.8B13F-HR
Q3 2025Sep 30, 2025Nov 7, 20253,135$1.8B13F-HR
Q2 2025Jun 30, 2025Aug 11, 20253,016$1.6B13F-HR
Q1 2025Mar 31, 2025Apr 8, 20253,026$1.5B13F-HR
Q4 2024Dec 31, 2024Feb 4, 20252,955$1.5B13F-HR
Q3 2024Sep 30, 2024Oct 18, 20242,895$1.5B13F-HR
Q2 2024Jun 30, 2024Jul 31, 20242,817$1.4B13F-HR
Q1 2024Mar 31, 2024Jul 31, 20242,269$1.4B13F-HR
Q4 2023Dec 31, 2023Jul 31, 20241,355$1.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.