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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 9 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MUSA MURPHY USA INC Consumer Cyclical 414.0 $223K 0.02% -120.0 -22.5% $538.87 +5.7%
162 AMH AMERICAN HOMES 4 RENT Real Estate 6,588.0 $221K 0.02% -1K -13.2% $33.52 +2.5%
163 ADBE ADOBE INC Technology 1,064.0 $218K 0.02% -1K -51.7% $205.02 +34.3%
164 AMT AMERICAN TOWER CORP Real Estate 1,326.0 $217K 0.02% -276.0 -17.2% $163.57 +7.5%
165 ESGU ISHARES TR 1,322.0 $216K 0.02% -4K -73.6% $163.68 +2.5%
166 OTIS OTIS WORLDWIDE CORP Industrials 3,009.0 $215K 0.02% -89.0 -2.9% $71.61 -0.2%
167 INFU INFUSYSTEM HLDGS INC Healthcare 21,800.0 $210K 0.02% -75K -77.5% $9.65 +26.5%
168 SII SPROTT INC Financial Services 1,850.0 $208K 0.02% -300.0 -13.9% $112.35 +17.8%
169 APRW AIM ETF PRODUCTS TRUST 5,512.0 $205K 0.02% -813.0 -12.8% $37.14 +1.3%
170 OCTW AIM ETF PRODUCTS TRUST 4,993.0 $204K 0.02% -779.0 -13.5% $40.91 +1.7%
171 FSI FLEXIBLE SOLUTIONS INTL INC Basic Materials 30,300.0 $202K 0.02% -78K -72.0% $6.66 -20.1%
172 ISEP INNOVATOR ETFS TRUST 5,801.0 $201K 0.02% -706.0 -10.8% $34.60 +2.7%
173 USIO USIO INC Technology 79,700.0 $198K 0.02% -334K -80.7% $2.48 +13.3%
174 DHX DHI GROUP INC Industrials 50,300.0 $187K 0.01% -278K -84.7% $3.71 +12.9%
175 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 18,450.0 $187K 0.01% -110K -85.6% $10.11 -0.8%
176 GENC GENCOR INDS INC Industrials 11,872.0 $177K 0.01% -45K -79.2% $14.92 +27.5%
177 CODA CODA OCTOPUS GROUP INC Industrials 17,050.0 $167K 0.01% -50K -74.7% $9.77 +3.3%
178 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 33,080.0 $165K 0.01% -34K -50.4% $4.99 +3.8%
179 NTIC NORTHERN TECHNOLOGIES INTL C Basic Materials 18,647.0 $160K 0.01% -151K -89.0% $8.56 -5.5%
180 PERI PERION NETWORK LTD Communication Services 15,800.0 $153K 0.01% -51K -76.2% $9.71 +1.0%
Page 9 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%