Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABM
Abm Industries Inc

Industrials
37
+ 49.33%
$44.78 - $49.66 $1.66K - $1.84K
112 $5.17M
MYGN
Myriad Genetics Inc

Healthcare
224
New
$3.84 - $7.84 $860 - $1.76K
224 $1.62M
UWMC
Uwm Holdings Corp

Financial Services
235
+ 261.11%
$3.99 - $6.91 $938 - $1.62K
325 $1.98M
OMCL
Omnicell, Inc

Healthcare
50
+ 76.92%
$26.88 - $33.62 $1.34K - $1.68K
115 $3.5M
DGICA
Donegal Group Inc

Financial Services
82
New
$16.75 - $19.72 $1.37K - $1.62K
82 $1.59M
FSUN
Firstsun Cap Bancorp Com
41
New
N/A
41 $1.59M
Rocket Lab Corp Com
33
New
N/A
33 $1.58M
BWXT
Bwx Technologies, Inc.

Industrials
2
+ 6.67%
$136.45 - $184.37 $273 - $369
32 $5.9M
IDA
Idacorp Inc

Utilities
11
+ 157.14%
$115.16 - $132.15 $1.27K - $1.45K
18 $2.38M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.17%
$28.92 - $32.19 $28.9 - $32.2
575 $18.3M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
29
+ 10.36%
$30.8 - $37.14 $893 - $1.08K
309 $10.5M
KLIC
Kulicke & Soffa Industries Inc

Technology
29
+ 48.33%
$32.11 - $43.03 $931 - $1.25K
89 $3.62M
IAS
Integral Ad Science Holding Corp.

Communication Services
108
+ 46.96%
$7.84 - $10.22 $847 - $1.1K
338 $3.44M
GGG
Graco Inc

Industrials
18
+ 225.0%
$82.58 - $88.81 $1.49K - $1.6K
26 $2.21M
ERII
Energy Recovery, Inc.

Industrials
95
+ 475.0%
$12.72 - $15.42 $1.21K - $1.46K
115 $1.77M
HLIT
Harmonic Inc

Technology
139
+ 99.29%
$8.35 - $10.49 $1.16K - $1.46K
279 $2.84M
RKT
Rocket Companies, Inc.

Financial Services
62
+ 103.33%
$13.31 - $21.16 $825 - $1.31K
122 $2.36M
RXST
Rx Sight, Inc.

Healthcare
175
+ 1166.67%
$6.65 - $13.14 $1.16K - $2.3K
190 $1.71M
DOCS
Doximity, Inc.

Healthcare
19
+ 190.0%
$57.33 - $75.12 $1.09K - $1.43K
29 $2.12M
MAX
Media Alpha, Inc.

Communication Services
130
+ 260.0%
$9.56 - $13.41 $1.24K - $1.74K
180 $2.05M
ALKT
Alkami Technology, Inc.

Technology
90
+ 64.29%
$20.12 - $30.64 $1.81K - $2.76K
230 $5.71M
WSBF
Waterstone Financial, Inc.

Financial Services
90
+ 200.0%
$13.19 - $16.26 $1.19K - $1.46K
135 $2.11M
HCC
Warrior Met Coal, Inc.

Basic Materials
5
+ 7.69%
$44.39 - $64.22 $222 - $321
70 $4.46M
PGNY
Progyny, Inc.

Healthcare
71
+ 61.74%
$21.24 - $24.27 $1.51K - $1.72K
186 $4M
RACE
Ferrari N.V.

Consumer Cyclical
4
+ 4.65%
$436.24 - $517.65 $1.74K - $2.07K
90 $43.7M
GAMB
Gambling.Com Group LTD

Consumer Cyclical
185
+ 1233.33%
$7.95 - $12.16 $1.47K - $2.25K
200 $1.64M
CVCO
Cavco Industries Inc.

Consumer Cyclical
1
+ 16.67%
$403.12 - $585.63 $403 - $586
7 $4.07M
CVNA
Carvana Co.

Consumer Cyclical
3
+ 37.5%
$326.09 - $392.66 $978 - $1.18K
11 $4.15M
PRO
Pros Holdings, Inc.

Technology
49
+ 108.89%
$14.1 - $23.02 $691 - $1.13K
94 $2.15M
VMEO
Vimeo, Inc.

Technology
30
+ 9.23%
$3.65 - $7.75 $110 - $233
355 $2.75M
CDTX
Cidara Therapeutics, Inc.

Healthcare
15
New
$47.87 - $96.98 $718 - $1.45K
15 $1.44M
CSR
Centerspace

Real Estate
38
+ 6.11%
$53.18 - $61.09 $2.02K - $2.32K
660 $38.9M
RAMP
Live Ramp Holdings, Inc.

Technology
110
+ 41.51%
$25.76 - $34.2 $2.83K - $3.76K
375 $10.2M
IRM
Iron Mountain Inc

Real Estate
18
+ 2.74%
$89.46 - $104.46 $1.61K - $1.88K
676 $68.9M
ALX
Alexanders Inc

Real Estate
6
New
$213.41 - $259.12 $1.28K - $1.55K
6 $1.41M
UFCS
United Fire Group Inc

Financial Services
42
+ 56.0%
$26.11 - $32.5 $1.1K - $1.37K
117 $3.56M
SRCE
1 St Source Corp

Financial Services
23
+ 115.0%
$58.3 - $65.7 $1.34K - $1.51K
43 $2.65M
SXC
Sun Coke Energy, Inc.

Basic Materials
177
+ 160.91%
$7.23 - $8.83 $1.28K - $1.56K
287 $2.34M
ROCK
Gibraltar Industries, Inc.

Industrials
21
+ 105.0%
$58.09 - $66.74 $1.22K - $1.4K
41 $2.58M
CLH
Clean Harbors Inc

Industrials
6
New
$225.84 - $250.43 $1.36K - $1.5K
6 $1.39M
OGE
Oge Energy Corp.

Utilities
30
New
$43.46 - $46.27 $1.3K - $1.39K
30 $1.39M
IVT
Inven Trust Properties Corp.

Real Estate
45
+ 60.0%
$26.7 - $30.06 $1.2K - $1.35K
120 $3.43M
AVTR
Avantor, Inc.

Basic Materials
119
+ 105.31%
$11.18 - $14.21 $1.33K - $1.69K
232 $2.9M
CFFN
Capitol Federal Financial, Inc.

Financial Services
205
+ 78.85%
$5.73 - $6.56 $1.17K - $1.34K
465 $2.95M
LFST
Life Stance Health Group, Inc.

Healthcare
236
+ 121.03%
$3.79 - $5.63 $894 - $1.33K
431 $2.37M
VRE
Veris Residential, Inc.

Real Estate
87
+ 96.67%
$13.74 - $16.23 $1.2K - $1.41K
177 $2.69M
EBF
Ennis, Inc.

Industrials
73
+ 146.0%
$17.57 - $18.77 $1.28K - $1.37K
123 $2.25M
BCPC
Balchem Corp

Basic Materials
11
+ 32.35%
$148.82 - $165.12 $1.64K - $1.82K
45 $6.75M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3
+ 0.38%
$28.15 - $30.13 $84.4 - $90.4
783 $23.2M
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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