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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 20 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BAX BAXTER INTL INC Healthcare 19,253.0 $410K 0.03% +2K +8.6% $21.32 +23.5%
382 ADUS ADDUS HOMECARE CORP Healthcare 4,075.0 $409K 0.03% -317.0 -7.2% $100.47 +20.2%
383 VTEB VANGUARD MUN BD FDS 8,072.0 $408K 0.03% +3K +61.5% $50.58 -2.1%
384 INDA ISHARES TR 8,257.0 $408K 0.03% -289.0 -3.4% $49.39 +0.5%
385 PAYX PAYCHEX INC Industrials 4,131.0 $406K 0.03% NEW $98.33 +26.6%
386 ARMK ARAMARK Industrials 7,126.0 $405K 0.03% -672.0 -8.6% $56.90 +5.0%
387 EXK ENDEAVOUR SILVER CORP Basic Materials 48,932.0 $405K 0.03% -158K -76.3% $8.28 +28.3%
388 ETN EATON CORP PLC Industrials 948.0 $404K 0.03% -74.0 -7.2% $426.12 -1.6%
389 VRSN VERISIGN INC Technology 1,598.0 $402K 0.03% +292.0 +22.4% $251.56 +12.0%
390 FRT FEDERAL RLTY INVT TR NEW Real Estate 3,256.0 $402K 0.03% +677.0 +26.2% $123.44 -5.4%
391 NYT NEW YORK TIMES CO MTN BE Communication Services 5,739.0 $402K 0.03% +1K +26.8% $69.98 -6.1%
392 HPE HEWLETT PACKARD ENTERPRISE C Technology 8,900.0 $401K 0.03% NEW $45.11 +18.5%
393 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,565.0 $400K 0.03% -577.0 -26.9% $255.88 +25.7%
394 TEAM ATLASSIAN CORPORATION Technology 5,124.0 $399K 0.03% +620.0 +13.8% $77.79 +120.9%
395 VRTX VERTEX PHARMACEUTICALS INC Healthcare 799.0 $397K 0.03% +338.0 +73.3% $496.73 +10.3%
396 ASML ASML HLDG NV Technology 199.0 $396K 0.03% NEW $1989.44 -11.3%
397 LYTS LSI INDS INC OHIO Technology 14,854.0 $395K 0.03% -38K -71.9% $26.58 -23.5%
398 ENFR ALPS ETF TR 10,240.0 $390K 0.03% NEW $38.10 +3.4%
399 CLX CLOROX CO DEL Consumer Defensive 4,042.0 $386K 0.03% NEW $95.44 +11.8%
400 ITT ITT INC Industrials 1,945.0 $385K 0.03% +598.0 +44.4% $197.76 +5.2%
Page 20 of 33  ·  656 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%