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
RUN
Sunrun Inc.

Technology
125
+ 47.17%
$8.99 - $18.18 $1.12K - $2.27K
390 $6.74M
TDY
Teledyne Technologies Inc

Technology
6
+ 42.86%
$509.51 - $586.04 $3.06K - $3.52K
20 $11.7M
HWC
Hancock Whitney Corp

Financial Services
53
+ 22.55%
$57.63 - $64.31 $3.05K - $3.41K
288 $18M
DRH
Diamond Rock Hospitality CO

Real Estate
558
+ 272.2%
$7.57 - $8.6 $4.22K - $4.8K
763 $6.07M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14
+ 0.08%
$78.11 - $79.07 $1.09K - $1.11K
16.5K $1.3B
NMIH
Nmi Holdings, Inc.

Financial Services
133
+ 80.61%
$37.19 - $43.15 $4.95K - $5.74K
298 $11.4M
ALC
Alcon Inc

Healthcare
124
+ 35.63%
$73.24 - $92.22 $9.08K - $11.4K
472 $35.2M
GBCI
Glacier Bancorp, Inc.

Financial Services
79
+ 75.24%
$42.86 - $50.13 $3.39K - $3.96K
184 $8.96M
NTCT
Netscout Systems Inc

Technology
167
+ 196.47%
$20.77 - $26.06 $3.47K - $4.35K
252 $6.51M
ACMR
Acm Research, Inc.

Technology
80
+ 84.21%
$23.92 - $39.13 $1.91K - $3.13K
175 $6.85M
Annaly Capital Management Inc Com New
47
+ 1.92%
N/A
2.5K $50.5M
ACGL
Arch Capital Group Ltd.

Financial Services
48
+ 21.33%
$85.61 - $93.54 $4.11K - $4.49K
273 $24.8M
PCH
Potlatchdeltic Corp

Real Estate
94
+ 53.71%
$39.34 - $44.24 $3.7K - $4.16K
269 $11M
GNW
Genworth Financial Inc

Financial Services
351
+ 39.89%
$7.26 - $9.11 $2.55K - $3.2K
1.23K $11M
CSTM
Constellium Se

Basic Materials
249
+ 101.63%
$13.08 - $16.36 $3.26K - $4.07K
494 $7.35M
Astera Labs Inc Com
2
+ 5.71%
N/A
37 $7.25M
SCSC
Scansource, Inc.

Technology
90
+ 200.0%
$37.78 - $45.4 $3.4K - $4.09K
135 $5.94M
Hamilton Insurance Group Ltd. Cl B
150
+ 157.89%
N/A
245 $6.08M
NWN
Northwest Natural Holding CO

Utilities
80
+ 106.67%
$39.48 - $44.93 $3.16K - $3.59K
155 $6.96M
NOG
Northern Oil & Gas, Inc.

Energy
190
+ 88.37%
$23.13 - $31.07 $4.39K - $5.9K
405 $10M
MGRC
Mcgrath Rentcorp

Industrials
33
+ 82.5%
$113.6 - $127.77 $3.75K - $4.22K
73 $8.56M
PUK
Prudential PLC

Financial Services
31
+ 3.06%
$24.27 - $28.15 $752 - $873
1.04K $29.2M
ARRY
Array Technologies, Inc.

Technology
390
+ 130.0%
$5.48 - $9.56 $2.14K - $3.73K
690 $5.62M
SKY
Skyline Champion Corp

Consumer Cyclical
45
+ 150.0%
$60.9 - $78.84 $2.74K - $3.55K
75 $5.73M
DTM
Dt Midstream, Inc.

Energy
15
+ 2.2%
$99.17 - $113.27 $1.49K - $1.7K
698 $78.9M
TTEK
Tetra Tech Inc

Industrials
117
+ 468.0%
$33.1 - $38.34 $3.87K - $4.49K
142 $4.74M
WK
Workiva Inc

Technology
32
+ 53.33%
$63.83 - $86.08 $2.04K - $2.75K
92 $7.92M
MTRN
Materion Corp

Basic Materials
16
+ 35.56%
$80.72 - $122.12 $1.29K - $1.95K
61 $7.37M
OHI
Omega Healthcare Investors Inc

Real Estate
66
+ 36.67%
$36.29 - $43.34 $2.4K - $2.86K
246 $10.4M
STC
Stewart Information Services Corp

Financial Services
47
+ 134.29%
$56.87 - $76.58 $2.67K - $3.6K
82 $6.01M
L
Loews Corp

Financial Services
15
+ 6.02%
$89.82 - $100.39 $1.35K - $1.51K
264 $26.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.29%
$164.63 - $174.58 $165 - $175
348 $60.7M
CENTA
Central Garden & Pet Company C

Consumer Defensive
128
+ 142.22%
$29.53 - $37.27 $3.78K - $4.77K
218 $6.44M
Cooper Cos Inc Com
52
+ 1040.0%
N/A
57 $3.91M
REG
Regency Centers Corp

Real Estate
46
+ 61.33%
$68.62 - $73.81 $3.16K - $3.4K
121 $8.82M
KEYS
Keysight Technologies, Inc.

Technology
6
+ 2.75%
$158.51 - $178.15 $951 - $1.07K
224 $39.2M
FFBC
First Financial Bancorp

Financial Services
128
+ 98.46%
$23.55 - $26.79 $3.01K - $3.43K
258 $6.52M
TYL
Tyler Technologies Inc

Technology
10
+ 37.04%
$522.22 - $611.76 $5.22K - $6.12K
37 $19.4M
FELE
Franklin Electric CO Inc

Industrials
32
+ 58.18%
$89.51 - $99.6 $2.86K - $3.19K
87 $8.28M
COLB
Columbia Banking System, Inc.

Financial Services
129
+ 1290.0%
$23.26 - $27.31 $3K - $3.52K
139 $3.58M
RMD
Resmed Inc

Healthcare
3
+ 1.88%
$252.01 - $293.73 $756 - $881
163 $44.6M
SYNA
Synaptics Inc

Technology
44
+ 55.0%
$59.7 - $74.35 $2.63K - $3.27K
124 $8.47M
MTX
Minerals Technologies Inc

Basic Materials
48
+ 160.0%
$56.48 - $65.45 $2.71K - $3.14K
78 $4.85M
ZIMV
Zim Vie Inc.

Healthcare
50
+ 21.55%
$8.44 - $18.97 $422 - $949
282 $5.34M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
20
+ 2.62%
$29.52 - $34.78 $590 - $696
784 $26.5M
WABC
Westamerica Bancorporation

Financial Services
62
+ 177.14%
$47.32 - $51.89 $2.93K - $3.22K
97 $4.85M
RTO
Rentokil Initial PLC

Industrials
99
+ 19.49%
$22.81 - $25.94 $2.26K - $2.57K
607 $15.3M
ATO
Atmos Energy Corp

Utilities
13
+ 23.64%
$151.51 - $170.75 $1.97K - $2.22K
68 $11.6M
IEF
Ishares Barclays

ETFs
29
+ 6.56%
$93.91 - $97.26 $2.72K - $2.82K
471 $45.4M
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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