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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 31 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 INFU INFUSYSTEM HLDGS INC Healthcare 21,800.0 $210K 0.02% -75K -77.5% $9.65 +26.5%
602 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 660.0 $210K 0.02% NEW $317.53 -8.0%
603 OKTA OKTA INC Technology 1,533.0 $209K 0.02% NEW $136.45 -1.0%
604 SII SPROTT INC Financial Services 1,850.0 $208K 0.02% -300.0 -13.9% $112.35 +17.8%
605 ECL ECOLAB INC Basic Materials 741.0 $206K 0.02% NEW $278.61 +1.1%
606 AYI ACUITY INC Industrials 546.0 $206K 0.02% NEW $376.66 -8.9%
607 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,254.0 $206K 0.02% NEW $91.20 -16.6%
608 TW TRADEWEB MKTS INC Financial Services 2,056.0 $205K 0.02% NEW $99.66 +7.4%
609 APRW AIM ETF PRODUCTS TRUST 5,512.0 $205K 0.02% -813.0 -12.8% $37.14 +1.3%
610 EFX EQUIFAX INC Industrials 1,288.0 $204K 0.02% NEW $158.72 +21.4%
611 OCTW AIM ETF PRODUCTS TRUST 4,993.0 $204K 0.02% -779.0 -13.5% $40.91 +1.7%
612 TROW PRICE T ROWE GROUP INC Financial Services 1,786.0 $203K 0.02% NEW $113.71 -1.9%
613 OVV OVINTIV INC Energy 3,853.0 $203K 0.02% NEW $52.65 +26.9%
614 FSI FLEXIBLE SOLUTIONS INTL INC Basic Materials 30,300.0 $202K 0.02% -78K -72.0% $6.66 -20.1%
615 SRE SEMPRA Utilities 2,176.0 $202K 0.02% NEW $92.71 -10.6%
616 ISEP INNOVATOR ETFS TRUST 5,801.0 $201K 0.02% -706.0 -10.8% $34.60 +2.7%
617 CBSH COMMERCE BANCSHARES INC Financial Services 3,469.0 $200K 0.02% NEW $57.75 +1.1%
618 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 683.0 $200K 0.02% NEW $293.18 +4.1%
619 SCMC STERLING CAP FDS 7,968.0 $200K 0.02% NEW $25.13 -0.9%
620 USIO USIO INC Technology 79,700.0 $198K 0.02% -334K -80.7% $2.48 +13.3%
Page 31 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%