Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ARGX
Argenx Se

Healthcare
1
+ 3.7%
$538.64 - $768.0 $539 - $768
28 $20.7M
AUDC
Audiocodes LTD

Technology
600
New
$8.96 - $10.83 $5.38K - $6.5K
600 $5.71M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
450
New
$11.84 - $13.45 $5.33K - $6.05K
450 $5.7M
INVA
Innoviva, Inc.

Healthcare
324
+ 259.2%
$18.17 - $20.92 $5.89K - $6.78K
449 $8.19M
DGX
Quest Diagnostics Inc

Healthcare
18
+ 9.0%
N/A
218 $41.5M
ITT
Itt Inc.

Industrials
28
+ 116.67%
$155.93 - $182.88 $4.37K - $5.12K
52 $9.3M
HAYW
Hayward Holdings, Inc.

Industrials
363
New
$14.12 - $16.56 $5.13K - $6.01K
363 $5.49M
GERN
Geron Corp

Healthcare
3.98K
+ 369.77%
$1.1 - $1.47 $4.37K - $5.84K
5.05K $6.92M
CHE
Chemed Corp

Healthcare
12
New
$412.3 - $483.92 $4.95K - $5.81K
12 $5.37M
POWI
Power Integrations Inc

Technology
165
+ 194.12%
$39.37 - $59.54 $6.5K - $9.82K
250 $10.1M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
189
+ 420.0%
$23.08 - $27.63 $4.36K - $5.22K
234 $6.23M
CBT
Cabot Corp

Basic Materials
67
+ 78.82%
$72.0 - $82.94 $4.82K - $5.56K
152 $11.6M
PINC
Premier, Inc.

Healthcare
166
+ 174.74%
$20.88 - $28.25 $3.47K - $4.69K
261 $7.26M
NMR
Nomura Holdings Inc

Financial Services
268
+ 5.89%
$6.28 - $7.56 $1.68K - $2.03K
4.82K $35M
WSBC
Wesbanco Inc

Financial Services
157
+ 68.56%
$29.44 - $33.7 $4.62K - $5.29K
386 $12.3M
NBHC
National Bank Holdings Corp

Financial Services
129
+ 198.46%
$36.06 - $41.58 $4.65K - $5.36K
194 $7.5M
ENPH
Enphase Energy, Inc.

Technology
145
+ 725.0%
$30.11 - $42.97 $4.37K - $6.23K
165 $5.84M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
215
+ 88.84%
$22.45 - $23.2 $4.83K - $4.99K
457 $10.5M
AVNT
Avient Corp

Basic Materials
149
+ 85.14%
$31.57 - $37.86 $4.7K - $5.64K
324 $10.7M
Ferrovial Se Ord Shs
36
+ 6.39%
N/A
599 $35.1M
Hinge Health Inc Cl A
100
New
N/A
100 $4.91M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
94
+ 132.39%
$51.82 - $60.27 $4.87K - $5.67K
165 $8.67M
APPN
Appian Corp

Technology
158
+ 395.0%
$26.95 - $33.69 $4.26K - $5.32K
198 $6.05M
STNG
Scorpio Tankers Inc.

Energy
67
+ 103.08%
$39.9 - $60.85 $2.67K - $4.08K
132 $7.4M
XLC
Select Sector Spdr Tr Communic

ETFs
41
New
$105.99 - $119.41 $4.35K - $4.9K
41 $4.85M
AES
Aes Corp

Utilities
145
+ 13.05%
$10.77 - $13.94 $1.56K - $2.02K
1.26K $16.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 0.37%
$72.65 - $78.68 $218 - $236
816 $63.9M
Fidelis Insurance Holdings LTD Com
250
+ 166.67%
N/A
400 $7.26M
ZD
Ziff Davis, Inc.

Communication Services
20
+ 3.98%
$29.49 - $39.2 $590 - $784
522 $19.9M
AFYA
Afya LTD

Consumer Defensive
300
New
$13.68 - $18.04 $4.1K - $5.41K
300 $4.68M
GTLS
Chart Industries Inc

Industrials
10
+ 13.33%
$162.6 - $200.28 $1.63K - $2K
85 $17M
DG
Dollar General Corp

Consumer Defensive
394
+ 12.05%
$101.86 - $116.32 $40.1K - $45.8K
3.66K $379M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
243
+ 385.71%
$9.83 - $19.88 $2.39K - $4.83K
306 $5.24M
RGEN
Repligen Corp

Healthcare
3
+ 0.67%
$111.43 - $134.0 $334 - $402
453 $60.6M
RUN
Sunrun Inc.

Technology
125
+ 47.17%
$8.99 - $18.18 $1.12K - $2.27K
390 $6.74M
TDY
Teledyne Technologies Inc

Technology
6
+ 42.86%
$509.51 - $586.04 $3.06K - $3.52K
20 $11.7M
HWC
Hancock Whitney Corp

Financial Services
53
+ 22.55%
$57.63 - $64.31 $3.05K - $3.41K
288 $18M
DRH
Diamond Rock Hospitality CO

Real Estate
558
+ 272.2%
$7.57 - $8.6 $4.22K - $4.8K
763 $6.07M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14
+ 0.08%
$78.11 - $79.07 $1.09K - $1.11K
16.5K $1.3B
NMIH
Nmi Holdings, Inc.

Financial Services
133
+ 80.61%
$37.19 - $43.15 $4.95K - $5.74K
298 $11.4M
ALC
Alcon Inc

Healthcare
124
+ 35.63%
$73.24 - $92.22 $9.08K - $11.4K
472 $35.2M
GBCI
Glacier Bancorp, Inc.

Financial Services
79
+ 75.24%
$42.86 - $50.13 $3.39K - $3.96K
184 $8.96M
SVM
Silvercorp Metals Inc

Basic Materials
700
New
$4.3 - $6.32 $3.01K - $4.42K
700 $4.42M
NTCT
Netscout Systems Inc

Technology
167
+ 196.47%
$20.77 - $26.06 $3.47K - $4.35K
252 $6.51M
ACMR
Acm Research, Inc.

Technology
80
+ 84.21%
$23.92 - $39.13 $1.91K - $3.13K
175 $6.85M
AMCR
Amcor PLC

Consumer Cyclical
3.77K
+ 14.39%
$7.97 - $9.94 $30K - $37.4K
29.9K $245M
Annaly Capital Management Inc Com New
47
+ 1.92%
N/A
2.5K $50.5M
IPGP
Ipg Photonics Corp

Technology
55
New
$71.05 - $84.98 $3.91K - $4.67K
55 $4.36M
ACGL
Arch Capital Group Ltd.

Financial Services
48
+ 21.33%
$85.61 - $93.54 $4.11K - $4.49K
273 $24.8M
Activity Summary
Buys All Purchases 1438 New Holdings 264 Increased Positions 1174 Sells All Sells 1071 Reductions 1071 Sold out 0 Options Calls 1 Puts 0
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