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
SOFI
So Fi Technologies, Inc.

Financial Services
20
+ 1.62%
$17.64 - $29.81 $353 - $596
1.26K $33.2M
Aegon LTD Amer Reg 1 Cert
578
+ 7.31%
N/A
8.48K $67.8M
BMO
Bank Of Montreal

Financial Services
5
+ 1.0%
$110.44 - $130.66 $552 - $653
503 $65.5M
EMN
Eastman Chemical CO

Basic Materials
229
+ 65.62%
$58.79 - $81.56 $13.5K - $18.7K
578 $36.5M
ALGN
Align Technology Inc

Healthcare
159
+ 106.71%
$124.88 - $207.19 $19.9K - $32.9K
308 $38.6M
CELH
Celsius Holdings, Inc.

Consumer Defensive
163
+ 191.76%
$42.74 - $62.88 $6.97K - $10.2K
248 $14.3M
MMS
Maximus, Inc.

Industrials
83
+ 64.84%
$69.89 - $91.37 $5.8K - $7.58K
211 $19.3M
CRBG
Corebridge Financial, Inc.

Financial Services
325
+ 500.0%
$31.36 - $35.94 $10.2K - $11.7K
390 $12.5M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
7
+ 0.43%
$28.71 - $37.46 $201 - $262
1.62K $57.5M
SNY
Sanofi

Healthcare
311
+ 7.48%
$45.07 - $51.35 $14K - $16K
4.47K $211M
STLA
Stellantis N.V.

Consumer Cyclical
1.12K
+ 130.8%
$8.74 - $10.37 $9.76K - $11.6K
1.97K $18.4M
POR
Portland General Electric CO

Utilities
217
+ 310.0%
$39.73 - $44.0 $8.62K - $9.55K
287 $12.6M
BC
Brunswick Corp

Consumer Cyclical
147
+ 272.22%
$56.64 - $66.85 $8.33K - $9.83K
201 $12.7M
ALGM
Allegro Microsystems, Inc.

Technology
337
+ 842.5%
$29.16 - $37.51 $9.83K - $12.6K
377 $11M
EVRG
Evergy, Inc.

Utilities
57
+ 7.63%
$67.73 - $76.02 $3.86K - $4.33K
804 $61.1M
DOX
Amdocs LTD

Technology
118
+ 786.67%
$81.2 - $92.62 $9.58K - $10.9K
133 $10.9M
STEP
Step Stone Group Inc.

Financial Services
123
+ 82.0%
$55.47 - $67.35 $6.82K - $8.28K
273 $17.8M
SEIC
Sei Investments CO

Financial Services
114
+ 285.0%
$84.85 - $93.8 $9.67K - $10.7K
154 $13.1M
AMH
American Homes 4 Rent

Real Estate
285
+ 770.27%
$32.47 - $36.74 $9.25K - $10.5K
322 $10.7M
XPEL
Xpel, Inc.

Consumer Cyclical
278
+ 505.45%
$31.49 - $39.34 $8.75K - $10.9K
333 $11M
LYV
Live Nation Entertainment, Inc.

Communication Services
47
+ 44.76%
$143.56 - $174.06 $6.75K - $8.18K
152 $24.8M
MFG
Mizuho Financial Group Inc

Financial Services
284
+ 4.6%
$5.42 - $6.85 $1.54K - $1.95K
6.46K $43.2M
AVNW
Aviat Networks, Inc.

Technology
390
+ 7800.0%
$20.86 - $25.57 $8.14K - $9.97K
395 $9.06M
XLV
Select Sector Spdr Fund Health

ETFs
32
+ 3.09%
$129.01 - $139.72 $4.13K - $4.47K
1.07K $149M
STZ
Constellation Brands, Inc.

Consumer Defensive
78
+ 130.0%
$131.78 - $176.09 $10.3K - $13.7K
138 $18.6M
CINF
Cincinnati Financial Corp

Financial Services
40
+ 15.04%
$145.8 - $158.1 $5.83K - $6.32K
306 $48.4M
SHEL
Shell PLC

Energy
26
+ 0.43%
$69.82 - $73.93 $1.82K - $1.92K
6.07K $434M
FCNCA
First Citizens Bancshares Inc

Financial Services
5
+ 250.0%
$1789.16 - $2158.23 $8.95K - $10.8K
7 $12.5M
GEF
Greif, Inc

Consumer Cyclical
144
+ 480.0%
$58.87 - $69.85 $8.48K - $10.1K
174 $10.4M
XYL
Xylem Inc.

Industrials
13
+ 3.64%
$129.67 - $147.5 $1.69K - $1.92K
370 $54.6M
Reddit Inc Cl A
1
+ 0.98%
N/A
103 $23.7M
DXCM
Dexcom Inc

Healthcare
245
+ 59.9%
$66.46 - $89.53 $16.3K - $21.9K
654 $44M
Tempus Ai Inc Cl A
81
+ 81.0%
N/A
181 $14.6M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
600
+ 63.22%
$25.5 - $35.2 $15.3K - $21.1K
1.55K $39.5M
UCTT
Ultra Clean Holdings, Inc.

Technology
275
+ 250.0%
$21.63 - $29.38 $5.95K - $8.08K
385 $10.5M
M
Macy'S, Inc.

Consumer Cyclical
436
+ 4360.0%
$11.9 - $18.17 $5.19K - $7.92K
446 $8M
FE
Firstenergy Corp

Utilities
89
+ 13.15%
$39.76 - $45.82 $3.54K - $4.08K
766 $35.1M
MELI
Mercadolibre Inc

Consumer Cyclical
5
+ 35.71%
$2292.04 - $2514.05 $11.5K - $12.6K
19 $44.4M
NWL
Newell Brands Inc.

Consumer Defensive
1.49K
+ 947.13%
$4.76 - $6.39 $7.08K - $9.5K
1.64K $8.62M
IEX
Idex Corp

Industrials
48
+ 685.71%
$157.53 - $185.69 $7.56K - $8.91K
55 $8.95M
MITK
Mitek Systems Inc

Technology
785
+ 581.48%
$8.8 - $10.55 $6.91K - $8.28K
920 $8.99M
UFPI
Ufp Industries Inc

Basic Materials
86
+ 122.86%
$91.8 - $108.49 $7.89K - $9.33K
156 $14.6M
KIM
Kimco Realty Corp

Real Estate
309
+ 32.46%
$20.74 - $22.79 $6.41K - $7.04K
1.26K $27.6M
JXN
Jackson Financial Inc.

Financial Services
59
+ 49.17%
$84.06 - $103.8 $4.96K - $6.12K
179 $18.1M
ZETA
Zeta Global Holdings Corp.

Technology
285
+ 72.15%
$14.0 - $22.08 $3.99K - $6.29K
680 $13.5M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
314
+ 418.67%
$24.04 - $27.04 $7.55K - $8.49K
389 $9.22M
KEY
Keycorp

Financial Services
102
+ 2.43%
$17.37 - $19.39 $1.77K - $1.98K
4.3K $80.3M
IYG
Ishares Tr

ETFs
1
+ 0.06%
$85.16 - $90.57 $85.2 - $90.6
1.78K $159M
ATR
Aptargroup, Inc.

Healthcare
55
+ 916.67%
$130.82 - $161.82 $7.2K - $8.9K
61 $8.15M
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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