Rothschild & Co Wealth Management UK Ltd
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$6.5B
Holdings
25
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AXP
AMERICAN EXPRESS CO
Q1 2026: Sold 100.0% (2.91M → 930 shares)
13.2%
02
$BKNG
BOOKING HOLDINGS INC
Q1 2026: Exited (was 143.1k shares)
11.1%
03
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 99.9% (1.48M → 1.8k shares)
10.8%
04
$MA
MASTERCARD INCORPORATED
Q1 2026: Exited (was 1.38M shares)
10.3%
05
$DE
DEERE & CO
Q1 2026: Exited (was 1.20M shares)
10.3%
06
$SPGI
S&P GLOBAL INC
Q1 2026: Exited (was 1.06M shares)
8.7%
07
$SUNB
SUNBELT RENTALS HOLDINGS INC
Q1 2026: New position (125.2k shares)
8.2%
08
$MCO
MOODYS CORP
Q1 2026: Exited (was 1.12M shares)
7.4%
09
$CP
CANADIAN PACIFIC KANSAS CITY
Q1 2026: Exited (was 5.35M shares)
6.3%
10
$CMCSA
COMCAST CORP NEW
Q1 2026: Exited (was 11.42M shares)
5.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:15 UTC.