AiSiWhale

AI & tech investing

ROTHSCHILD INVESTMENT LLC

CIK 85338

13F filing for Q2 2026・No. 1,383

Holdings
US$2.68B
Quarter change
+US$762.06M
Entries
3,636
Net bought (estimate)
+US$539.11M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 153
  • Sold out 122
  • Cut 772
  • Added 2,118
  • Corporate actions 20
  • Unchanged 593

Largest holdings

3,636 stocks worth US$2.68B, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleStockAddedUS$97.66M3.65%
NVDANvidiaStockAddedUS$96.86M3.62%
GOOGLAlphabetStockAddedUS$67.94M2.54%
JPMJPMORGAN CHASE & CO COMStockAddedUS$52.22M1.95%
AMZNAmazonStockAddedUS$41.32M1.54%
GOOGALPHABET INC CAP STK CL CStockAddedUS$40.53M1.51%
MSFTMicrosoftStockAddedUS$38.2M1.43%
INVESCO RAFI US 1000 ETFETFAddedUS$35.47M1.33%
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStockAddedUS$34.1M1.27%
PANWPALO ALTO NETWORKS INC COMStockAddedUS$32.71M1.22%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.