Rothschild Investment LLC Incresed Positions in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FCFS
First Cash Holdings, Inc.

Financial Services
101
+ 127.85%
$120.08 - $158.42 $12.1K - $16K
180 $28.5M
XAR
Spdr S&P Aerospace & Defense E

ETFs
69
+ 138.0%
$205.52 - $234.96 $14.2K - $16.2K
119 $28M
ADM
Archer Daniels Midland CO

Consumer Defensive
32
+ 1.43%
$53.54 - $64.21 $1.71K - $2.05K
2.26K $135M
PHM
Pultegroup Inc

Consumer Cyclical
11
+ 1.87%
$108.0 - $141.42 $1.19K - $1.56K
598 $79M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
16
+ 0.2%
$64.17 - $68.19 $1.03K - $1.09K
8.01K $546M
NET
Cloudflare, Inc.

Technology
61
+ 37.42%
$181.39 - $228.28 $11.1K - $13.9K
224 $48.1M
CDAY
Ceridian Hcm Holding Inc.

Technology
14
+ 1.26%
N/A
1.13K $77.7M
GPC
Genuine Parts CO

Consumer Cyclical
10
+ 1.19%
$122.23 - $142.77 $1.22K - $1.43K
853 $118M
FLO
Flowers Foods Inc

Consumer Defensive
1.24K
+ 1130.0%
$12.68 - $16.76 $15.8K - $20.8K
1.35K $17.7M
Talen Energy Corp Com
36
+ 900.0%
N/A
40 $17M
JBL
Jabil Inc

Technology
72
+ 51.06%
$202.08 - $234.45 $14.5K - $16.9K
213 $46.3M
ING
Ing Groep Nv

Financial Services
81
+ 2.62%
$22.0 - $26.08 $1.78K - $2.11K
3.17K $82.6M
IOT
Samsara Inc.

Technology
407
+ 1356.67%
$32.22 - $42.09 $13.1K - $17.1K
437 $16.3M
WPC
W. P. Carey Inc.

Real Estate
220
+ 1833.33%
$61.29 - $68.7 $13.5K - $15.1K
232 $15.7M
DDOG
Datadog, Inc.

Technology
100
+ 126.58%
$124.52 - $155.15 $12.5K - $15.5K
179 $25.5M
TTWO
Take Two Interactive Software Inc

Communication Services
5
+ 0.58%
$217.37 - $259.96 $1.09K - $1.3K
873 $226M
SQ
Block, Inc.

Technology
185
+ 59.68%
N/A
495 $35.8M
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.61%
$195.41 - $212.37 $1.17K - $1.27K
992 $207M
VC
Visteon Corp

Consumer Cyclical
115
+ 383.33%
$98.77 - $128.76 $11.4K - $14.8K
145 $17.4M
OFC
Corporate Office Properties Trust

Real Estate
483
+ 224.65%
N/A
698 $20.3M
RL
Ralph Lauren Corp

Consumer Cyclical
38
+ 61.29%
$272.1 - $320.75 $10.3K - $12.2K
100 $31.4M
AON
Aon PLC

Financial Services
42
+ 1.15%
$350.91 - $375.27 $14.7K - $15.8K
3.68K $1.31B
HWKN
Hawkins Inc

Basic Materials
71
+ 221.88%
$144.17 - $184.75 $10.2K - $13.1K
103 $18.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.1%
$49.43 - $54.52 $148 - $164
2.88K $156M
R
Ryder System Inc

Industrials
72
+ 2400.0%
$168.66 - $189.57 $12.1K - $13.6K
75 $14.1M
CRL
Charles River Laboratories International, Inc.

Healthcare
84
+ 82.35%
$145.57 - $178.99 $12.2K - $15K
186 $29.1M
BFB
Brown Forman Corp Cl B
501
+ 286.29%
N/A
676 $18.3M
SATS
Echo Star Corp

Technology
120
+ 133.33%
$26.33 - $83.57 $3.16K - $10K
210 $16M
UEC
Uranium Energy Corp

Energy
600
+ 71.86%
$5.92 - $13.89 $3.55K - $8.33K
1.44K $19.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
90
+ 4.95%
$107.66 - $112.36 $9.69K - $10.1K
1.91K $213M
SAN
Banco Santander, S.A.

Financial Services
66
+ 1.13%
$8.27 - $10.48 $546 - $692
5.9K $61.8M
ESI
Element Solutions Inc

Basic Materials
504
+ 775.38%
$23.13 - $26.99 $11.7K - $13.6K
569 $14.3M
ACIW
Aci Worldwide, Inc.

Technology
228
+ 198.26%
$40.74 - $52.9 $9.29K - $12.1K
343 $18.1M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.08%
$301.44 - $365.84 $301 - $366
1.18K $382M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
102
+ 4.36%
$97.75 - $100.75 $9.97K - $10.3K
2.44K $245M
ONB
Old National Bancorp

Financial Services
535
+ 72.3%
$20.4 - $23.47 $10.9K - $12.6K
1.28K $28M
O
Realty Income Corp

Real Estate
123
+ 8.31%
$56.13 - $60.79 $6.9K - $7.48K
1.6K $97.4M
CC
Chemours CO

Basic Materials
500
+ 53.02%
$11.5 - $17.53 $5.75K - $8.77K
1.44K $22.9M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
100
+ 0.36%
$8.57 - $9.09 $857 - $909
27.9K $253M
PHG
Koninklijke Philips Nv

Healthcare
275
+ 19.94%
$23.84 - $28.62 $6.56K - $7.87K
1.65K $45.1M
FRPT
Freshpet, Inc.

Consumer Defensive
230
+ 403.51%
$49.25 - $74.51 $11.3K - $17.1K
287 $15.8M
CMS
Cms Energy Corp

Utilities
75
+ 4.71%
$69.37 - $74.67 $5.2K - $5.6K
1.67K $122M
Siriusxm Holdings Inc Common Stock
500
+ 588.24%
N/A
585 $13.6M
CYBR
Cyber Ark Software Ltd.

Technology
20
+ 80.0%
$374.8 - $491.1 $7.5K - $9.82K
45 $21.7M
TOST
Toast, Inc.

Technology
340
+ 251.85%
$36.51 - $49.3 $12.4K - $16.8K
475 $17.3M
ROK
Rockwell Automation, Inc

Industrials
13
+ 3.41%
$328.67 - $358.52 $4.27K - $4.66K
394 $138M
FROG
J Frog LTD

Technology
230
+ 821.43%
$38.79 - $50.43 $8.92K - $11.6K
258 $12.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
120
+ 17.39%
$81.75 - $84.54 $9.81K - $10.1K
810 $68.1M
BTI
British American Tobacco P.L.C.

Consumer Defensive
72
+ 5.92%
$46.69 - $59.27 $3.36K - $4.27K
1.29K $68.4M
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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