Long-term investor
Rothschild Investment LLC @rothschildinvestmentllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000085338).
Record
- Tracked since 2025-06-30 (477 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +1.0% · 6 months +13.8% · 1 year +29.2% · all +29.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.7% · long · since 2025-06-30
- NVDA · 3.6% · long · since 2025-06-30
- 02079K305 · 2.5% · long · since 2025-06-30
- JPM · 2.0% · long · since 2025-06-30
- AMZN · 1.5% · long · since 2025-06-30
- 02079K107 · 1.5% · long · since 2025-06-30
- MSFT · 1.4% · long · since 2025-06-30
- 46137V613 · 1.3% · long · since 2025-06-30
- BRK-B · 1.3% · long · since 2025-06-30
- PANW · 1.2% · long · since 2025-06-30
- ABBV · 1.2% · long · since 2025-06-30
- BX · 1.1% · long · since 2025-06-30