Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TRMK
Trustmark Corp

Financial Services
42
+ 23.33%
$36.46 - $41.06 $1.53K - $1.72K
222 $8.79M
JKHY
Henry Jack & Associates Inc

Technology
16
+ 320.0%
$148.45 - $182.09 $2.38K - $2.91K
21 $3.13M
NHC
National Healthcare Corp

Healthcare
14
+ 40.0%
$94.48 - $126.41 $1.32K - $1.77K
49 $5.95M
EVER
Ever Quote, Inc.

Communication Services
100
+ 142.86%
$22.61 - $25.87 $2.26K - $2.59K
170 $3.89M
QUBT
Quantum Computing Inc.

Technology
130
+ 44.83%
$14.33 - $23.27 $1.86K - $3.03K
420 $7.73M
HBNC
Horizon Bancorp Inc

Financial Services
129
+ 80.63%
$15.01 - $16.88 $1.94K - $2.18K
289 $4.63M
DOCU
Docusign, Inc.

Technology
38
+ 38.0%
$67.14 - $85.01 $2.55K - $3.23K
138 $9.95M
SPMD
Spdr Portfolio

ETFs
2
+ 0.28%
$54.43 - $58.29 $109 - $117
729 $41.7M
STAA
Staar Surgical CO

Healthcare
55
+ 84.62%
$16.61 - $28.57 $914 - $1.57K
120 $3.22M
IMXI
International Money Express, Inc.

Technology
145
+ 966.67%
$8.71 - $14.9 $1.26K - $2.16K
160 $2.24M
LANC
Lancaster Colony Corp

Consumer Defensive
12
+ 52.17%
$171.5 - $183.37 $2.06K - $2.2K
35 $6.05M
LII
Lennox International Inc

Industrials
4
+ 400.0%
$516.18 - $664.54 $2.06K - $2.66K
5 $2.65M
TVTX
Travere Therapeutics, Inc.

Healthcare
10
+ 5.0%
$14.61 - $27.31 $146 - $273
210 $5.02M
QCRH
Qcr Holdings Inc

Financial Services
25
+ 125.0%
$69.91 - $80.74 $1.75K - $2.02K
45 $3.4M
Anglogold Ashanti PLC Com Shs
29
New
N/A
29 $2.04M
KURA
Kura Oncology, Inc.

Healthcare
229
New
$5.54 - $9.05 $1.27K - $2.07K
229 $2.03M
VONV
Vanguard Russell 1000 Value Et

ETFs
21
+ 42.0%
$84.55 - $89.54 $1.78K - $1.88K
71 $6.31M
GNTX
Gentex Corp

Consumer Cyclical
10
+ 3.64%
$22.66 - $29.06 $227 - $291
285 $8.07M
AROC
Archrock, Inc.

Energy
60
+ 20.34%
$22.0 - $26.51 $1.32K - $1.59K
355 $9.34M
RS
Reliance Steel & Aluminum CO

Basic Materials
9
+ 56.25%
$277.33 - $343.66 $2.5K - $3.09K
25 $7.02M
FOLD
Amicus Therapeutics, Inc.

Healthcare
200
+ 105.26%
$5.84 - $8.57 $1.17K - $1.71K
390 $3.07M
HMN
Horace Mann Educators Corp

Financial Services
38
+ 31.67%
$40.17 - $47.59 $1.53K - $1.81K
158 $7.14M
HSII
Heidrick & Struggles International Inc

Industrials
34
+ 68.0%
$43.05 - $51.79 $1.46K - $1.76K
84 $4.18M
DCI
Donaldson CO Inc

Industrials
20
+ 100.0%
$69.82 - $82.14 $1.4K - $1.64K
40 $3.27M
E
Eni Spa

Energy
19
+ 4.04%
$32.55 - $35.93 $618 - $683
489 $17.1M
MUR
Murphy Oil Corp

Energy
33
+ 21.29%
$22.13 - $30.03 $730 - $991
188 $5.34M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
8
+ 2.11%
$20.98 - $26.94 $168 - $216
387 $9.53M
AIT
Applied Industrial Technologies Inc

Industrials
7
New
$242.14 - $275.72 $1.69K - $1.93K
7 $1.83M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
87
+ 22.6%
$24.0 - $31.51 $2.09K - $2.74K
472 $12.8M
ALRM
Alarm.Com Holdings, Inc.

Technology
35
+ 350.0%
$51.29 - $59.16 $1.8K - $2.07K
45 $2.39M
WWD
Woodward, Inc.

Industrials
7
+ 116.67%
$237.33 - $266.1 $1.66K - $1.86K
13 $3.29M
WD
Walker & Dunlop, Inc.

Financial Services
13
+ 23.64%
$72.06 - $87.6 $937 - $1.14K
68 $5.69M
GTX
Garrett Motion Inc.

Consumer Cyclical
83
+ 38.25%
$10.72 - $13.99 $890 - $1.16K
300 $4.09M
Savers Value Vlg Inc Com
134
New
N/A
134 $1.78M
Alumis Inc Com
445
New
N/A
445 $1.78M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
15
+ 23.08%
$31.45 - $47.79 $472 - $717
80 $3.82M
PBF
Pbf Energy Inc.

Energy
16
+ 10.67%
$21.68 - $33.56 $347 - $537
166 $5.01M
CRCT
Cricut, Inc.

Technology
278
New
$4.64 - $7.21 $1.29K - $2K
278 $1.75M
SWBI
Smith & Wesson Brands, Inc.

Industrials
109
+ 19.78%
$7.74 - $9.83 $844 - $1.07K
660 $6.49M
AAP
Advance Auto Parts Inc

Consumer Cyclical
1
+ 0.91%
$49.01 - $66.5 $49 - $66.5
111 $6.82M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
65
+ 162.5%
$18.0 - $24.76 $1.17K - $1.61K
105 $2.6M
GPOR
Gulfport Energy Corp

Energy
13
+ 39.39%
$163.8 - $190.92 $2.13K - $2.48K
46 $8.33M
WTM
White Mountains Insurance Group LTD

Financial Services
1
New
$1671.52 - $1869.81 $1.67K - $1.87K
1 $1.67M
DEUS
Xtrackers Russell Us Multifact

ETFs
3
+ 0.38%
$55.9 - $58.67 $168 - $176
789 $45.8M
Aebi Schmidt Hldg Ag Com
133
New
N/A
133 $1.66M
APPF
Appfolio Inc

Technology
6
New
$229.81 - $321.25 $1.38K - $1.93K
6 $1.65M
Global Med Reit Inc Com New
49
New
N/A
49 $1.65M
LNT
Alliant Energy Corp

Utilities
10
+ 7.14%
$60.76 - $67.41 $608 - $674
150 $10.1M
JACK
Jack In The Box Inc

Consumer Cyclical
80
+ 320.0%
$16.67 - $24.88 $1.33K - $1.99K
105 $2.08M
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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