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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 21 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IT GARTNER INC Technology 1,317.0 $332K 0.03% NEW $252.28 -37.7%
402 MDV MODIV INDUSTRIAL INC COM STK CL C Real Estate 23,000.0 $331K 0.03% NEW $14.39 +27.0%
403 PNFP PINNACLE FINL PARTNERS INC Financial Services 3,451.0 $329K 0.03% NEW $95.41 +1.4%
404 IBDS ISHARES TR 13,547.0 $329K 0.03% NEW $24.28 -0.3%
405 AMAT APPLIED MATLS INC Technology 1,270.0 $326K 0.03% +61.0 +5.0% $256.99 +66.3%
406 ETN EATON CORP PLC Industrials 1,022.0 $326K 0.03% NEW $318.51 +19.8%
407 GOVT ISHARES TR 13,888.0 $320K 0.03% -1K -8.2% $23.02 -1.7%
408 VRSN VERISIGN INC Technology 1,306.0 $317K 0.03% NEW $242.95 +24.7%
409 THC TENET HEALTHCARE CORP Healthcare 1,590.0 $316K 0.03% NEW $198.72 -5.7%
410 NYT NEW YORK TIMES CO Communication Services 4,527.0 $314K 0.03% NEW $69.42 +7.0%
411 DUK DUKE ENERGY CORP NEW Utilities 2,653.0 $311K 0.03% +244.0 +10.1% $117.22 +6.3%
412 JANW AIM ETF PRODUCTS TRUST 8,386.0 $310K 0.03% $37.01 +3.8%
413 NOW SERVICENOW INC Technology 2,024.0 $310K 0.03% NEW $153.19 -34.9%
414 VTR VENTAS INC Real Estate 4,004.0 $310K 0.03% NEW $77.38 +14.5%
415 DKNG DRAFTKINGS INC NEW Consumer Cyclical 8,963.0 $309K 0.03% +3K +46.6% $34.46 -26.3%
416 BSCV INVESCO EXCH TRD SLF IDX FD 18,484.0 $309K 0.03% NEW $16.69 -2.2%
417 BBW BUILD-A-BEAR WORKSHOP INC COM Consumer Cyclical 5,000.0 $306K 0.03% NEW $61.27 -39.4%
418 JLL JONES LANG LASALLE INC Real Estate 907.0 $305K 0.03% NEW $336.47 -12.9%
419 NTWK NETSOL TECHNOLOGIES INC COM PAR $.001 Technology 100,000.0 $303K 0.03% NEW $3.03 +35.6%
420 JEF JEFFERIES FINL GROUP INC Financial Services 4,818.0 $299K 0.03% NEW $61.97 -15.4%
Page 21 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%