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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 32 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 S SENTINELONE INC Technology 11,209.0 $190K 0.01% NEW $16.97 +24.9%
622 DHX DHI GROUP INC Industrials 50,300.0 $187K 0.01% -278K -84.7% $3.71 +12.9%
623 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 18,450.0 $187K 0.01% -110K -85.6% $10.11 -0.8%
624 GENC GENCOR INDS INC Industrials 11,872.0 $177K 0.01% -45K -79.2% $14.92 +27.5%
625 CODA CODA OCTOPUS GROUP INC Industrials 17,050.0 $167K 0.01% -50K -74.7% $9.77 +3.3%
626 AGNC AGNC INVT CORP Real Estate 15,222.0 $166K 0.01% NEW $10.90 -0.1%
627 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 33,080.0 $165K 0.01% -34K -50.4% $4.99 +3.8%
628 NTIC NORTHERN TECHNOLOGIES INTL C Basic Materials 18,647.0 $160K 0.01% -151K -89.0% $8.56 -5.5%
629 PERI PERION NETWORK LTD Communication Services 15,800.0 $153K 0.01% -51K -76.2% $9.71 +1.0%
630 DLHC DLH HLDGS CORP Industrials 29,200.0 $153K 0.01% -135K -82.2% $5.25 -13.7%
631 F FORD MTR CO Consumer Cyclical 10,771.0 $150K 0.01% -3K -22.2% $13.90 +3.7%
632 ATEC ALPHATEC HLDGS INC Healthcare 16,836.0 $146K 0.01% NEW $8.65 +9.6%
633 III INFORMATION SVCS GROUP INC Technology 34,314.0 $141K 0.01% -125K -78.5% $4.11 +20.0%
634 FRSH FRESHWORKS INC Technology 13,570.0 $137K 0.01% NEW $10.12 +28.3%
635 ASUR ASURE SOFTWARE INC Technology 16,554.0 $131K 0.01% -33K -66.9% $7.94 +10.1%
636 AIOT POWERFLEET INC Technology 33,824.0 $130K 0.01% -190K -84.9% $3.83 -20.6%
637 BIZD VANECK ETF TRUST 10,061.0 $127K 0.01% NEW $12.66 +5.0%
638 EGY VAALCO ENERGY INC Energy 23,578.0 $120K 0.01% -122K -83.8% $5.08 +16.9%
639 RSSS RESEARCH SOLUTIONS INC Technology 51,300.0 $119K 0.01% -306K -85.6% $2.32 -3.0%
640 STRR STAR EQUITY HOLDINGS INC Healthcare 10,800.0 $115K 0.01% -56K -83.7% $10.66 -5.8%
Page 32 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%