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Portfolio (Quarterly) Guide ↗

Rothschild Wealth LLC

· CIK 0001811345
13F Portfolio $1.3B AUM 656 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 204 New 230 Added 193 Reduced 86 Exited
Page 5 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EVR EVERCORE INC Financial Services 1,007.0 $344K 0.03% NEW $341.44 -14.5%
82 OC OWENS CORNING NEW Industrials 2,158.0 $343K 0.03% NEW $158.96 -6.9%
83 EOG EOG RES INC Energy 2,617.0 $340K 0.03% NEW $129.73 +18.0%
84 MDB MONGODB INC Technology 1,010.0 $339K 0.03% NEW $335.90 +28.3%
85 ATO ATMOS ENERGY CORP Utilities 1,935.0 $333K 0.03% NEW $172.24 -3.1%
86 WEC WEC ENERGY GROUP INC Utilities 2,795.0 $326K 0.03% NEW $116.77 -9.2%
87 OXY OCCIDENTAL PETE CORP Energy 6,642.0 $323K 0.03% NEW $48.57 +26.2%
88 SPOT SPOTIFY TECHNOLOGY S A Communication Services 700.0 $321K 0.03% NEW $459.13 +16.2%
89 UNP UNION PAC CORP Industrials 1,173.0 $319K 0.03% NEW $272.04 +13.2%
90 NEE NEXTERA ENERGY INC Utilities 3,604.0 $316K 0.03% NEW $87.77 -4.7%
91 AME AMETEK INC Industrials 1,297.0 $314K 0.03% NEW $241.94 -1.0%
92 MSCI MSCI INC Financial Services 559.0 $313K 0.03% NEW $560.00 +0.6%
93 ONTO ONTO INNOVATION INC Technology 825.0 $312K 0.03% NEW $378.45 -22.5%
94 RBLX ROBLOX CORP Technology 5,720.0 $311K 0.03% NEW $54.38 -29.4%
95 MCO MOODYS CORP Financial Services 684.0 $310K 0.03% NEW $452.92 +11.1%
96 MPWR MONOLITHIC PWR SYS INC Technology 223.0 $308K 0.03% NEW $1382.36 -4.8%
97 CIEN CIENA CORP Technology 628.0 $308K 0.03% NEW $490.56 -19.3%
98 HONEYWELL INTL INC 1,375.0 $308K 0.03% NEW $223.90
99 AJG GALLAGHER ARTHUR J & CO Financial Services 1,341.0 $308K 0.03% NEW $229.57 +14.9%
100 DTE DTE ENERGY CO Utilities 2,013.0 $307K 0.02% NEW $152.37 -11.3%
Page 5 of 11  ·  204 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.7%
Technology 25.3%
Healthcare 10.0%
Industrials 9.4%
Consumer Cyclical 7.8%
Communication Services 4.9%
Consumer Defensive 3.6%
Basic Materials 2.4%
Utilities 2.4%
Energy 2.1%