Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UHALB
Amerco Com Ser N
10
+ 0.43%
N/A
2.32K $118M
EQR
Equity Residential

Real Estate
4
+ 0.14%
$62.3 - $68.34 $249 - $273
2.85K $184M
ODFL
Old Dominion Freight Line, Inc.

Industrials
84
+ 8.51%
$138.59 - $171.12 $11.6K - $14.4K
1.07K $151M
WAT
Waters Corp

Healthcare
12
+ 4.41%
$277.72 - $357.04 $3.33K - $4.28K
284 $85.1M
PAYX
Paychex Inc

Industrials
11
+ 1.76%
$126.69 - $147.99 $1.39K - $1.63K
636 $80.6M
CME
Cme Group Inc.

Financial Services
4
+ 0.19%
$258.83 - $287.1 $1.04K - $1.15K
2.14K $577M
HRL
Hormel Foods Corp

Consumer Defensive
24
+ 1.18%
$24.31 - $31.54 $583 - $757
2.06K $50.9M
IT
Gartner Inc

Technology
62
+ 32.12%
$225.98 - $406.7 $14K - $25.2K
255 $67M
STWD
Starwood Property Trust, Inc.

Real Estate
2.85K
+ 2.99%
$19.37 - $20.97 $55.3K - $59.8K
98.2K $1.9B
Flutter Entmt PLC Shs
3
+ 0.77%
N/A
391 $99.3M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
23
+ 1.53%
$50.98 - $67.62 $1.17K - $1.56K
1.52K $85.8M
PGR
Progressive Corp

Financial Services
60
+ 3.64%
$238.61 - $264.3 $14.3K - $15.9K
1.71K $422M
CTAS
Cintas Corp

Industrials
111
+ 4.16%
$199.29 - $226.27 $22.1K - $25.1K
2.78K $571M
EQH
Equitable Holdings, Inc.

Financial Services
389
+ 4.46%
$50.09 - $55.88 $19.5K - $21.7K
9.11K $463M
IRT
Independence Realty Trust, Inc.

Real Estate
105
+ 0.46%
$16.35 - $18.11 $1.72K - $1.9K
23K $378M
BSX
Boston Scientific Corp

Healthcare
167
+ 3.65%
$97.03 - $108.14 $16.2K - $18.1K
4.74K $463M
ICE
Intercontinental Exchange, Inc.

Financial Services
6
+ 0.29%
$167.28 - $188.45 $1K - $1.13K
2.08K $350M
BXSL
Blackstone Secured Lending Fund

Financial Services
104
+ 1.41%
$26.07 - $32.55 $2.71K - $3.39K
7.5K $195M
CARR
Carrier Global Corp

Industrials
690
+ 10.98%
$58.75 - $80.73 $40.5K - $55.7K
6.98K $416M
PANW
Palo Alto Networks Inc

Technology
172
+ 0.22%
$167.06 - $208.19 $28.7K - $35.8K
77.6K $15.8B
ARCC
Ares Capital Corp

Financial Services
2.35K
+ 3.94%
$20.41 - $23.25 $48K - $54.7K
62K $1.27B
DLR
Digital Realty Trust, Inc.

Real Estate
308
+ 0.38%
$161.21 - $180.02 $49.7K - $55.4K
80.7K $13.9B
DRI
Darden Restaurants Inc

Consumer Cyclical
324
+ 7.15%
$184.73 - $220.27 $59.9K - $71.4K
4.86K $925M
T
At&T Inc.

Communication Services
21
+ 0.02%
$26.94 - $29.62 $566 - $622
105K $2.97B
WM
Waste Management Inc

Industrials
23
+ 0.23%
$213.88 - $237.1 $4.92K - $5.45K
9.86K $2.18B
KKR
Kkr & Co. Inc.

Financial Services
255
+ 0.7%
$129.95 - $152.16 $33.1K - $38.8K
36.5K $4.74B
CSCO
Cisco Systems, Inc.

Technology
879
+ 0.58%
$66.2 - $71.79 $58.2K - $63.1K
153K $10.5B
SPGI
S&P Global Inc.

Financial Services
39
+ 1.48%
$484.94 - $564.15 $18.9K - $22K
2.67K $1.3B
DVA
Davita Inc.

Healthcare
6
+ 0.05%
$127.69 - $151.32 $766 - $908
11.6K $1.55B
ORCC
Owl Rock Capital Corp

Financial Services
4.05K
+ 3.76%
N/A
112K $1.43B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
46
+ 0.42%
$38.58 - $58.24 $1.77K - $2.68K
11.1K $436M
MSTR
Microstrategy Inc

Technology
41
+ 1.63%
$300.7 - $455.9 $12.3K - $18.7K
2.55K $823M
GDDY
Go Daddy Inc.

Technology
1.87K
+ 16.4%
$133.35 - $178.59 $249K - $334K
13.3K $1.82B
PM
Philip Morris International Inc.

Consumer Defensive
356
+ 2.04%
$157.77 - $183.27 $56.2K - $65.2K
17.8K $2.89B
V
Visa Inc.

Financial Services
252
+ 0.82%
$332.09 - $358.86 $83.7K - $90.4K
31.1K $10.6B
AIG
American International Group, Inc.

Financial Services
450
+ 0.34%
$76.34 - $85.87 $34.4K - $38.6K
133K $10.4B
HON
Honeywell International Inc

Industrials
1.24K
+ 2.04%
$207.7 - $240.4 $257K - $297K
61.8K $13B
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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