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
TSCO
Tractor Supply CO

Consumer Cyclical
21
+ 1.49%
$54.08 - $62.65 $1.14K - $1.32K
1.43K $81.3M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
278
+ 19.73%
$14.53 - $17.13 $4.04K - $4.76K
1.69K $28.2M
Super Micro Computer Inc Com New
155
+ 33.84%
N/A
613 $29.4M
Brightspring Health Svcs Inc Com
200
+ 117.65%
N/A
370 $10.9M
VRTS
Virtus Investment Partners, Inc.

Financial Services
36
+ 600.0%
$187.14 - $213.98 $6.74K - $7.7K
42 $7.98M
AXON
Axon Enterprise, Inc.

Industrials
22
+ 27.16%
$698.02 - $870.97 $15.4K - $19.2K
103 $73.9M
XLY
Select Sector Spdr Consumer Di

ETFs
14
+ 8.54%
$216.09 - $242.18 $3.03K - $3.39K
178 $42.6M
REVG
Rev Group, Inc.

Industrials
100
+ 80.0%
$46.09 - $63.91 $4.61K - $6.39K
225 $12.8M
KBH
Kb Home

Consumer Cyclical
92
+ 122.67%
$52.78 - $67.97 $4.86K - $6.25K
167 $10.6M
CRC
California Resources Corp

Energy
96
+ 46.83%
$46.11 - $57.82 $4.43K - $5.55K
301 $16M
LOGI
Logitech International S.A.

Technology
39
+ 33.91%
$89.67 - $113.08 $3.5K - $4.41K
154 $16.9M
MT
Arcelor Mittal

Basic Materials
8
+ 0.59%
$30.39 - $36.94 $243 - $296
1.37K $49.6M
ARES
Ares Management Corp

Financial Services
42
+ 247.06%
$159.89 - $192.76 $6.72K - $8.1K
59 $9.43M
WTS
Watts Water Technologies Inc

Industrials
6
+ 4.17%
$247.02 - $285.86 $1.48K - $1.72K
150 $41.9M
OGS
One Gas, Inc.

Utilities
18
+ 3.3%
$72.16 - $80.94 $1.3K - $1.46K
563 $45.6M
HCI
Hci Group, Inc.

Financial Services
31
+ 310.0%
$137.88 - $191.93 $4.27K - $5.95K
41 $7.87M
FSK
Fs Kkr Capital Corp

Financial Services
1.2K
+ 59.86%
$14.93 - $22.48 $17.9K - $26.9K
3.19K $47.7M
SFNC
Simmons First National Corp

Financial Services
319
+ 187.65%
$18.71 - $21.16 $5.97K - $6.75K
489 $9.37M
BND
Vanguard Bd Index Fd Inc Total

ETFs
41
+ 0.96%
$72.57 - $74.72 $2.98K - $3.06K
4.3K $320M
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
255
+ 106.25%
$13.39 - $18.85 $3.41K - $4.81K
495 $9.33M
VOD
Vodafone Group Public LTD CO

Communication Services
35
+ 0.61%
$10.67 - $12.06 $373 - $422
5.75K $66.7M
ARGX
Argenx Se

Healthcare
1
+ 3.7%
$538.64 - $768.0 $539 - $768
28 $20.7M
INVA
Innoviva, Inc.

Healthcare
324
+ 259.2%
$18.17 - $20.92 $5.89K - $6.78K
449 $8.19M
DGX
Quest Diagnostics Inc

Healthcare
18
+ 9.0%
N/A
218 $41.5M
ITT
Itt Inc.

Industrials
28
+ 116.67%
$155.93 - $182.88 $4.37K - $5.12K
52 $9.3M
GERN
Geron Corp

Healthcare
3.98K
+ 369.77%
$1.1 - $1.47 $4.37K - $5.84K
5.05K $6.92M
POWI
Power Integrations Inc

Technology
165
+ 194.12%
$39.37 - $59.54 $6.5K - $9.82K
250 $10.1M
IBKR
Interactive Brokers Group, Inc.

Financial Services
65
+ 108.33%
$56.32 - $68.81 $3.66K - $4.47K
125 $8.6M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
189
+ 420.0%
$23.08 - $27.63 $4.36K - $5.22K
234 $6.23M
CBT
Cabot Corp

Basic Materials
67
+ 78.82%
$72.0 - $82.94 $4.82K - $5.56K
152 $11.6M
PINC
Premier, Inc.

Healthcare
166
+ 174.74%
$20.88 - $28.25 $3.47K - $4.69K
261 $7.26M
NMR
Nomura Holdings Inc

Financial Services
268
+ 5.89%
$6.28 - $7.56 $1.68K - $2.03K
4.82K $35M
WSBC
Wesbanco Inc

Financial Services
157
+ 68.56%
$29.44 - $33.7 $4.62K - $5.29K
386 $12.3M
NBHC
National Bank Holdings Corp

Financial Services
129
+ 198.46%
$36.06 - $41.58 $4.65K - $5.36K
194 $7.5M
ENPH
Enphase Energy, Inc.

Technology
145
+ 725.0%
$30.11 - $42.97 $4.37K - $6.23K
165 $5.84M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
215
+ 88.84%
$22.45 - $23.2 $4.83K - $4.99K
457 $10.5M
AVNT
Avient Corp

Basic Materials
149
+ 85.14%
$31.57 - $37.86 $4.7K - $5.64K
324 $10.7M
Ferrovial Se Ord Shs
36
+ 6.39%
N/A
599 $35.1M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
94
+ 132.39%
$51.82 - $60.27 $4.87K - $5.67K
165 $8.67M
APPN
Appian Corp

Technology
158
+ 395.0%
$26.95 - $33.69 $4.26K - $5.32K
198 $6.05M
STNG
Scorpio Tankers Inc.

Energy
67
+ 103.08%
$39.9 - $60.85 $2.67K - $4.08K
132 $7.4M
AES
Aes Corp

Utilities
145
+ 13.05%
$10.77 - $13.94 $1.56K - $2.02K
1.26K $16.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 0.37%
$72.65 - $78.68 $218 - $236
816 $63.9M
Fidelis Insurance Holdings LTD Com
250
+ 166.67%
N/A
400 $7.26M
ZD
Ziff Davis, Inc.

Communication Services
20
+ 3.98%
$29.49 - $39.2 $590 - $784
522 $19.9M
GTLS
Chart Industries Inc

Industrials
10
+ 13.33%
$162.6 - $200.28 $1.63K - $2K
85 $17M
DG
Dollar General Corp

Consumer Defensive
394
+ 12.05%
$101.86 - $116.32 $40.1K - $45.8K
3.66K $379M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
243
+ 385.71%
$9.83 - $19.88 $2.39K - $4.83K
306 $5.24M
RGEN
Repligen Corp

Healthcare
3
+ 0.67%
$111.43 - $134.0 $334 - $402
453 $60.6M
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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