Rothschild & Co Wealth Management UK Ltd
CIK: 0001784260SEC EDGAR →
Portfolio Value
$6.4T
Holdings
25
As of
Q4 2025
New Positions
1
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN EXPRESS CO | 2,906,722 | $1.1T | 16.91% |
| 2 | MASTERCARD INCORPORATED | 1,382,548 | $789.3B | 12.41% |
| 3 | BOOKING HOLDINGS INC | 143,119 | $766.4B | 12.05% |
| 4 | BERKSHIRE HATHAWAY INC DEL | 1,477,131 | $742.5B | 11.68% |
| 5 | MOODYS CORP | 1,117,251 | $570.7B | 8.98% |
| 6 | DEERE & CO | 1,204,248 | $560.7B | 8.82% |
| 7 | S&P GLOBAL INC | 1,062,338 | $555.2B | 8.73% |
| 8 | CANADIAN PACIFIC KANSAS CITY | 5,353,188 | $394.2B | 6.20% |
| 9 | COMCAST CORP NEW | 11,422,930 | $341.4B | 5.37% |
| 10 | TEXAS INSTRS INC | 1,320,114 | $229.0B | 3.60% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $3.0T | 47.9% |
| Industrials | 3 | $963.1B | 15.1% |
| Consumer Cyclical | 2 | $792.9B | 12.5% |
| Unknown | 1 | $742.5B | 11.7% |
| Communication Services | 6 | $577.9B | 9.1% |
| Technology | 1 | $229.0B | 3.6% |
| Energy | 1 | $6.7B | 0.1% |