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Portfolio (Quarterly) Guide ↗

Rothschild Wealth LLC

· CIK 0001811345
13F Portfolio $1.0B AUM 543 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 308 New 171 Added 46 Reduced 7 Exited
Page 10 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ESTC ELASTIC N V Technology 5,031.0 $380K 0.04% NEW $75.44 -29.2%
182 FFIC FLUSHING FINL CORP COM Financial Services 25,000.0 $379K 0.04% NEW $15.17 +4.5%
183 PLD PROLOGIS INC. Real Estate 2,931.0 $374K 0.04% NEW $127.67 +12.6%
184 GIS GENERAL MLS INC Consumer Defensive 7,906.0 $368K 0.04% NEW $46.50 -27.5%
185 MLI MUELLER INDS INC Industrials 3,121.0 $358K 0.03% NEW $114.80 +16.4%
186 STE STERIS PLC Healthcare 1,398.0 $354K 0.03% NEW $253.55 -14.9%
187 TXT TEXTRON INC Industrials 4,011.0 $350K 0.03% NEW $87.17 +1.5%
188 CMI CUMMINS INC Industrials 681.0 $347K 0.03% NEW $510.18 +31.0%
189 SDVY FIRST TR EXCHANGE-TRADED FD 9,059.0 $347K 0.03% NEW $38.32 +7.4%
190 SCHF SCHWAB INTERNATIONAL EQUITY ETF 14,352.0 $345K 0.03% NEW $24.04 +12.6%
191 TGT TARGET CORP Consumer Defensive 3,515.0 $344K 0.03% NEW $97.74 +25.2%
192 IJAN INNOVATOR ETFS TRUST 9,405.0 $340K 0.03% NEW $36.16 +4.0%
193 HII HUNTINGTON INGALLS INDS INC Industrials 997.0 $339K 0.03% NEW $340.08 -5.3%
194 BAX BAXTER INTL INC Healthcare 17,730.0 $339K 0.03% NEW $19.11 -3.7%
195 TSN TYSON FOODS INC Consumer Defensive 5,762.0 $338K 0.03% NEW $58.62 +13.2%
196 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 691.0 $337K 0.03% NEW $487.25 +15.9%
197 RGLD ROYAL GOLD INC COM Basic Materials 1,512.0 $336K 0.03% NEW $222.24 +0.4%
198 NVR NVR INC Consumer Cyclical 46.0 $335K 0.03% NEW $7292.76 -18.6%
199 IT GARTNER INC Technology 1,317.0 $332K 0.03% NEW $252.28 -38.3%
200 MDV MODIV INDUSTRIAL INC COM STK CL C Real Estate 23,000.0 $331K 0.03% NEW $14.39 +26.9%
Page 10 of 16  ·  308 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 33.8%
Technology 18.6%
Healthcare 10.8%
Industrials 9.7%
Consumer Cyclical 8.0%
Communication Services 5.9%
Basic Materials 4.9%
Consumer Defensive 3.4%
Energy 2.1%
Utilities 1.6%