Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Rothschild Investment Llc > Profile

Instuitional Investor - Rothschild Investment Llc

Fund Profile
Filing Period:
Fund Name: Rothschild Investment Llc
Portfolio Value $1,527,061,814
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 301,018 $75,380,919 4.93%
2.
Nvidia Corp
 NVDA 459,665 $61,728,366 4.04%
3.
Jpmorgan Chase & Co
 JPM 150,861 $36,162,879 2.36%
4.
Alphabet Inc.
 GOOGL 178,972 $33,879,361 2.21%
5.
Blackstone Inc.
 BX 196,478 $33,876,772 2.21%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)