Rothschild Investment
Rothschild Investment reported 3,636 stocks worth $2.7B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are AAPL (3.6%), NVDA (3.6%) and GOOGL (2.5%). Compared with Q1 2026, the fund opened new positions in XOM, HON and HONA, added to AAPL, NVDA and GOOGL, trimmed JNJ, CAT and AMD and sold out of XOM, CTRA and DD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $97.7M | 3.6% | 337K | +73K (+28%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $96.9M | 3.6% | 484K | +69K (+17%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $67.9M | 2.5% | 190K | +17K (+10%) | 8 of 8 | |
| 4 |  JPM Jpmorgan Chase & Co. | $52.2M | 1.9% | 160K | +17K (+12%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $41.3M | 1.5% | 173K | +28K (+20%) | 8 of 8 | |
| 6 |  GOOG Alphabet Inc | $40.5M | 1.5% | 115K | +24K (+26%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $38.2M | 1.4% | 102K | +23K (+30%) | 8 of 8 | |
| 8 |  PRF Invesco Exchange Traded FD T | $35.5M | 1.3% | 656K | +13K (+2%) | 8 of 8 | |
| 9 |  BRK.B Berkshire Hathaway Inc Del | $34.1M | 1.3% | 68K | +5,114 (+8%) | 8 of 8 | |
| 10 |  PANW Palo Alto Networks Inc | $32.7M | 1.2% | 96K | +19K (+24%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $24M | 141K |
HONEYWELL INTL INC | $14.4M | 64K |
 CTRA Coterra Energy Inc | $2.1M | 60K |
CARNIVAL CORP COMMON PAIRED STOCK | $522K | 20K |
 DD Dupont DE Nemours Inc | $500K | 11K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Rothschild Investment 13F FAQ
What does Rothschild Investment own?
Rothschild Investment reported 3,636 stocks worth $2.7B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are AAPL (3.6%), NVDA (3.6%) and GOOGL (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did Rothschild Investment buy and sell in Q2 2026?
Compared with Q1 2026: 153 new positions, 2,116 added to, 750 trimmed and 122 sold out. New positions include XOM, HON and HONA. It sold all of XOM, CTRA and DD.
When will Rothschild Investment file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Rothschild Investment's portfolio worth?
The Q2 2026 filing reports $2.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.