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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 8 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NPK INTERNATIONAL INC 17,803.0 $283K 0.02% -121K -87.2% $15.91
142 CI THE CIGNA GROUP Healthcare 1,008.0 $278K 0.02% -460.0 -31.3% $275.71 +0.7%
143 IEI ISHARES TR 2,315.0 $272K 0.02% -9K -79.3% $117.45 -0.9%
144 BSV VANGUARD BD INDEX FDS 3,489.0 $272K 0.02% -4K -50.5% $77.90 -0.4%
145 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 500.0 $271K 0.02% -191.0 -27.6% $541.83 -5.3%
146 OOMA OOMA INC Communication Services 13,853.0 $266K 0.02% -44K -76.1% $19.22 +14.6%
147 CREATIVE REALITIES INC 64,300.0 $266K 0.02% -161K -71.4% $4.13
148 USMV ISHARES TR 2,747.0 $265K 0.02% -891.0 -24.5% $96.48 +4.9%
149 MEDP MEDPACE HLDGS INC Healthcare 485.0 $257K 0.02% -526.0 -52.0% $529.59 +17.2%
150 AEP AMERICAN ELEC PWR CO INC Utilities 1,877.0 $257K 0.02% -34.0 -1.8% $136.81 -11.6%
151 MCK MCKESSON CORP Healthcare 337.0 $255K 0.02% -207.0 -38.0% $755.60 +13.7%
152 AXS AXIS CAP HLDGS LTD Financial Services 2,325.0 $250K 0.02% -300.0 -11.4% $107.44 -8.1%
153 RL RALPH LAUREN CORP Consumer Cyclical 622.0 $250K 0.02% -20.0 -3.1% $401.41 -7.2%
154 NLR VANECK ETF TRUST 2,144.0 $249K 0.02% -244.0 -10.2% $115.96 +3.4%
155 BWMN BOWMAN CONSULTING GROUP LTD Industrials 8,194.0 $239K 0.02% -15K -65.4% $29.20 +45.9%
156 SO SOUTHERN CO Utilities 2,497.0 $239K 0.02% -220.0 -8.1% $95.69 -7.1%
157 HPQ HP INC Technology 10,707.0 $235K 0.02% -2K -17.4% $21.94 +35.4%
158 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 5,932.0 $226K 0.02% -20K -77.2% $38.15 +1.6%
159 GLPI GAMING & LEISURE P Real Estate 5,067.0 $226K 0.02% -90.0 -1.8% $44.53 -2.2%
160 VONG VANGUARD SCOTTSDALE FDS 1,764.0 $225K 0.02% -2K -56.1% $127.81 -1.4%
Page 8 of 10  ·  193 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%