Rothschild Investment, managed by Bradley Drake, has an AUM of $1.19 billion with 486 companies. The largest companies include:

-Apple $AAPL (4.60%) -J.P. Morgan $JPM (2.01%) -NVIDIA $NVDA (1.98%) -Google $GOOGL (1.92%) -Chevron $CVX (1.92%)

Largest investments: Apple and J.P. Morgan, worth $78.5 million.

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