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Curtis Ellergodt

Rothschild Investment Llc

Assets Managed
$1.913B
Holdings
3605
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
5.26%(2Q avg: 3.92%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Rothschild Investment Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3605 positions.

Assets under management

The assets under management (AUM) of Rothschild Investment Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.913B in assets, with a quarterly growth rate of 5.26% and a 2-quarter average growth rate of 3.92%. The portfolio is managed by Curtis Ellergodt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.8%
3.79%
$72.435M
415,340 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.96%
3.51%
$67.001M
264,002 shares@ $253.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.49%
2.6%
$49.678M
172,756 shares@ $287.56 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.15%
2.2%
$41.99M
142,747 shares@ $294.16 avg price
PRF
Invesco Ftse Rafi Us 1000 Et
Recent Activity
Increased 3.77%
1.6%
$30.562M
643,009 shares@ $47.53 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.76%
1.58%
$30.207M
63,036 shares@ $479.2 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 27.21%
1.58%
$30.191M
144,961 shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 12.97%
1.53%
$29.234M
78,974 shares@ $370.18 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 2.41%
1.37%
$26.108M
91,014 shares@ $286.86 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.89%
1.26%
$24.002M
141,473 shares@ $169.67 avg price

1-10 of 3605