Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ROTHSCHILD INVESTMENT LLC (CIK 85338) reported $1.91B across 3,542 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($72.4M, 3.79%), AAPL ($67.0M, 3.50%), GOOGL ($49.7M, 2.60%), JPM ($42.0M, 2.19%), PRF ($30.6M, 1.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | $72.4M | 3.79% | 415,340 | Trimmed |
| 2 | AAPL | APPLE INC COM | $67.0M | 3.50% | 264,002 | Added |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | $49.7M | 2.60% | 172,756 | Added |
| 4 | JPM | JPMORGAN CHASE & CO COM | $42.0M | 2.19% | 142,747 | Trimmed |
| 5 | PRF | INVESCO RAFI US 1000 ETF | $30.6M | 1.60% | 643,009 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $30.2M | 1.58% | 63,036 | Trimmed |
| 7 | AMZN | AMAZON COM INC COM | $30.2M | 1.58% | 144,961 | Added |
| 8 | MSFT | MICROSOFT CORP COM | $29.2M | 1.53% | 78,974 | Added |
| 9 | GOOG | ALPHABET INC CAP STK CL C | $26.1M | 1.36% | 91,014 | Added |
| 10 | XOM | EXXON MOBIL CORP COM | $24.0M | 1.25% | 141,473 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON COM | $23.8M | 1.24% | 97,419 | Added |
| 12 | CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $23.7M | 1.24% | 660,932 | Added |
| 13 | BX | BLACKSTONE INC COM | $23.6M | 1.23% | 205,139 | Added |
| 14 | ABBV | ABBVIE INC COM | $23.1M | 1.21% | 106,014 | Added |
| 15 | CVX | CHEVRON CORPORATION COM | $22.4M | 1.17% | 108,199 | Trimmed |
| 16 | FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $21.8M | 1.14% | 583,866 | Added |
| 17 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $21.2M | 1.11% | 191,935 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION COM | $20.9M | 1.09% | 21,008 | Trimmed |
| 19 | SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $20.8M | 1.09% | 275,419 | Added |
| 20 | AMGN | AMGEN INC COM | $20.5M | 1.07% | 58,225 | Added |
| 21 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $19.8M | 1.04% | 349,632 | Added |
| 22 | SPY | STATE STREET SPDR S&P 500 ETF | $18.7M | 0.98% | 28,821 | Added |
| 23 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $18.3M | 0.96% | 85,124 | Added |
| 24 | META | META PLATFORMS INC CL A | $17.5M | 0.91% | 30,515 | Added |
| 25 | NFLX | NETFLIX INC. COM | $16.3M | 0.85% | 169,683 | Added |
Source: SEC Form 13F filings · as of 2026-03-31