Rothschild Investment LLC
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$1.9B
Holdings
3,596
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION COM
Q3 2025: Exited (was 433.6k shares)
3.8%
02
$AAPL
APPLE INC COM
Held since at least Q1 2024
3.5%
03
$GOOGL
ALPHABET INC CAP STK CL A
Q4 2025: Exited (was 174.8k shares)
2.6%
04
$JPM
JPMORGAN CHASE & CO COM
Held since at least Q1 2024
2.2%
05
$PRF
INVESCO RAFI US 1000 ETF
Q4 2025: Exited (was 618.1k shares)
1.6%
06
$BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
Q4 2025: Exited (was 64.2k shares)
1.6%
07
$AMZN
AMAZON COM INC COM
Q4 2025: Exited (was 111.2k shares)
1.6%
08
$MSFT
MICROSOFT CORP COM
Q4 2025: Exited (was 70.4k shares)
1.5%
09
$GOOG
ALPHABET INC CAP STK CL C
Held since at least Q1 2024
1.4%
10
$XOM
EXXON MOBIL CORP COM
Held since at least Q1 2024
1.3%
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 12:11 UTC.