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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 20 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GIS GENERAL MLS INC Consumer Defensive 7,906.0 $368K 0.04% NEW $46.50 -28.0%
382 KMI KINDER MORGAN INC DEL Energy 13,271.0 $365K 0.04% +5K +63.8% $27.49 +21.9%
383 PANW PALO ALTO NETWORKS INC Technology 1,976.0 $364K 0.04% +990.0 +100.4% $184.20 +37.3%
384 KO COCA COLA CO Consumer Defensive 5,153.0 $360K 0.04% +640.0 +14.2% $69.92 +16.1%
385 RTX RTX CORPORATION Industrials 1,956.0 $359K 0.03% +645.0 +49.2% $183.37 -4.6%
386 MLI MUELLER INDS INC Industrials 3,121.0 $358K 0.03% NEW $114.80 +16.4%
387 STE STERIS PLC Healthcare 1,398.0 $354K 0.03% NEW $253.55 -14.8%
388 TXT TEXTRON INC Industrials 4,011.0 $350K 0.03% NEW $87.17 +2.7%
389 CMI CUMMINS INC Industrials 681.0 $347K 0.03% NEW $510.18 +25.2%
390 SDVY FIRST TR EXCHANGE-TRADED FD 9,059.0 $347K 0.03% NEW $38.32 +7.9%
391 SCHF SCHWAB INTERNATIONAL EQUITY ETF 14,352.0 $345K 0.03% NEW $24.04 +13.8%
392 TGT TARGET CORP Consumer Defensive 3,515.0 $344K 0.03% NEW $97.74 +25.2%
393 USMV ISHARES TR 3,638.0 $343K 0.03% +180.0 +5.2% $94.17 +2.0%
394 IJAN INNOVATOR ETFS TRUST 9,405.0 $340K 0.03% NEW $36.16 +4.3%
395 HII HUNTINGTON INGALLS INDS INC Industrials 997.0 $339K 0.03% NEW $340.08 -6.6%
396 BAX BAXTER INTL INC Healthcare 17,730.0 $339K 0.03% NEW $19.11 -0.4%
397 TSN TYSON FOODS INC Consumer Defensive 5,762.0 $338K 0.03% NEW $58.62 +13.5%
398 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 691.0 $337K 0.03% NEW $487.25 +15.7%
399 RGLD ROYAL GOLD INC COM Basic Materials 1,512.0 $336K 0.03% NEW $222.24 +0.4%
400 NVR NVR INC Consumer Cyclical 46.0 $335K 0.03% NEW $7292.76 -17.1%
Page 20 of 27  ·  538 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%