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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 25 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TT TRANE TECHNOLOGIES PLC Industrials 616.0 $303K 0.02% NEW $491.16 -7.7%
482 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5,260.0 $301K 0.02% -1K -21.5% $57.22 +16.6%
483 ATI ATI INC Industrials 1,522.0 $300K 0.02% NEW $197.10 +5.0%
484 ICLN ISHARES TR 14,505.0 $297K 0.02% -337.0 -2.3% $20.49 -14.2%
485 DELL DELL TECHNOLOGIES INC Technology 685.0 $296K 0.02% NEW $431.46 +2.4%
486 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 20,600.0 $294K 0.02% -146K -87.6% $14.29 +21.1%
487 EMXC ISHARES INC 2,848.0 $291K 0.02% NEW $102.30 -4.4%
488 STIP ISHARES TR 2,833.0 $289K 0.02% NEW $102.17 -1.2%
489 IBDT ISHARES TR 11,390.0 $288K 0.02% NEW $25.25 -0.2%
490 MITK MITEK SYS INC Technology 14,258.0 $287K 0.02% -60K -80.8% $20.13 -7.8%
491 BSJQ INVESCO EXCH TRD SLF IDX FD 12,475.0 $286K 0.02% $22.95 -0.0%
492 ORN ORION GROUP HLDGS INC Industrials 16,921.0 $285K 0.02% -71K -80.7% $16.82 -44.9%
493 NPK INTERNATIONAL INC 17,803.0 $283K 0.02% -121K -87.2% $15.91
494 HST HOST HOTELS & RESORTS INC Real Estate 11,942.0 $283K 0.02% NEW $23.71 -2.1%
495 NNN NNN REIT INC Real Estate 6,070.0 $282K 0.02% NEW $46.53 -1.5%
496 PFEB INNOVATOR ETFS TRUST 6,558.0 $282K 0.02% NEW $43.06 +1.8%
497 GILD GILEAD SCIENCES INC Healthcare 2,233.0 $282K 0.02% NEW $126.37 +15.6%
498 TMUS T-MOBILE US INC Communication Services 1,682.0 $282K 0.02% NEW $167.73 +9.1%
499 CARNIVAL CORP LTD 9,741.0 $278K 0.02% NEW $28.57
500 CI THE CIGNA GROUP Healthcare 1,008.0 $278K 0.02% -460.0 -31.3% $275.71 +0.7%
Page 25 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%