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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 26 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MPC MARATHON PETE CORP Energy 1,084.0 $277K 0.02% NEW $255.67 +41.1%
502 CSGP COSTAR GROUP INC Real Estate 9,778.0 $277K 0.02% NEW $28.32 +13.9%
503 KEY KEYCORP Financial Services 11,968.0 $276K 0.02% +896.0 +8.1% $23.05 -5.1%
504 PSA PUBLIC STORAGE Real Estate 861.0 $274K 0.02% +12.0 +1.4% $318.31 +1.3%
505 WMB WILLIAMS COS INC Energy 3,679.0 $273K 0.02% NEW $74.34 -5.2%
506 IEI ISHARES TR 2,315.0 $272K 0.02% -9K -79.3% $117.45 -0.9%
507 BSV VANGUARD BD INDEX FDS 3,489.0 $272K 0.02% -4K -50.5% $77.90 -0.4%
508 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 500.0 $271K 0.02% -191.0 -27.6% $541.83 -5.3%
509 DOW DOW HLDGS INC Basic Materials 9,875.0 $270K 0.02% NEW $27.36 +18.2%
510 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,185.0 $269K 0.02% NEW $123.11 +31.0%
511 OOMA OOMA INC Communication Services 13,853.0 $266K 0.02% -44K -76.1% $19.22 +14.6%
512 CREATIVE REALITIES INC 64,300.0 $266K 0.02% -161K -71.4% $4.13
513 USMV ISHARES TR 2,747.0 $265K 0.02% -891.0 -24.5% $96.48 +4.9%
514 AR ANTERO RESOURCES CORP Energy 7,533.0 $265K 0.02% NEW $35.14 +8.0%
515 COP CONOCOPHILLIPS Energy 2,538.0 $264K 0.02% NEW $103.95 +29.7%
516 STT STATE STR CORP Financial Services 1,551.0 $263K 0.02% NEW $169.60 +10.3%
517 IBDU ISHARES TR 11,315.0 $262K 0.02% NEW $23.16 -0.5%
518 PCTY PAYLOCITY HLDG CORP Technology 2,479.0 $259K 0.02% NEW $104.53 +46.7%
519 HSBC HSBC HLDGS PLC Financial Services 2,725.0 $259K 0.02% NEW $95.09 +9.5%
520 MEDP MEDPACE HLDGS INC Healthcare 485.0 $257K 0.02% -526.0 -52.0% $529.59 +17.2%
Page 26 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%