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
RGP
Resources Connection, Inc.

Industrials
89
+ 356.0%
$4.47 - $6.03 $398 - $537
114 $576K
HEIA
Heico Crp Cl A
2
+ 12.5%
N/A
18 $4.57M
CCNE
Cnb Financial Corp

Financial Services
16
+ 45.71%
$21.77 - $26.78 $348 - $428
51 $1.23M
SCI
Service Corp International

Consumer Cyclical
5
+ 55.56%
$75.63 - $83.25 $378 - $416
14 $1.17M
AWR
American States Water CO

Utilities
9
+ 12.86%
$71.48 - $77.99 $643 - $702
79 $5.79M
APG
A Pi Group Corp

Industrials
22
+ 110.0%
$33.09 - $36.34 $728 - $799
42 $1.44M
FOR
Forestar Group Inc.

Real Estate
1
+ 1.67%
$20.87 - $28.72 $20.9 - $28.7
61 $1.62M
RRX
Regal Rexnord Corp

Industrials
3
+ 30.0%
$137.95 - $159.91 $414 - $480
13 $1.87M
Smurfit Westrock PLC Shs
10
+ 43.48%
N/A
33 $1.41M
CTKB
Cytek Biosciences, Inc.

Healthcare
115
+ 76.67%
$3.1 - $4.17 $357 - $480
265 $920K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3
+ 12.0%
$71.0 - $90.32 $213 - $271
28 $2.16M
SHBI
Shore Bancshares Inc

Financial Services
19
+ 14.07%
$15.18 - $17.45 $288 - $332
154 $2.53M
WEAV
Weave Communications, Inc.

Technology
80
+ 100.0%
$6.69 - $8.88 $535 - $710
160 $1.07M
WTTR
Select Energy Services, Inc.

Energy
3
+ 1.67%
$7.91 - $11.05 $23.7 - $33.2
183 $1.96M
DECK
Deckers Outdoor Corp

Consumer Cyclical
4
+ 66.67%
$95.32 - $123.91 $381 - $496
10 $1.01M
ROLL
Rbc Bearings Inc

Industrials
1
+ 100.0%
N/A
2 $781K
ZEUS
Olympic Steel Inc

Basic Materials
14
+ 70.0%
$30.05 - $35.46 $421 - $496
34 $1.04M
CABO
Cable One, Inc.

Communication Services
1
+ 20.0%
$119.56 - $177.68 $120 - $178
6 $1.06M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
130
+ 59.09%
$1.7 - $3.97 $221 - $516
350 $760K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
50
+ 58.82%
$4.0 - $5.89 $200 - $295
135 $705K
MOV
Movado Group Inc

Consumer Cyclical
15
+ 60.0%
$15.1 - $20.01 $227 - $300
40 $759K
ROIV
Roivant Sciences Ltd.

Healthcare
15
+ 42.86%
$10.74 - $15.28 $161 - $229
50 $757K
DIOD
Diodes Inc

Technology
6
+ 4.58%
$47.17 - $57.76 $283 - $347
137 $7.29M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
5
+ 100.0%
$73.7 - $90.42 $369 - $452
10 $737K
JELD
Jeld Wen Holding, Inc.

Industrials
65
+ 185.71%
$4.13 - $6.76 $268 - $439
100 $491K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
5
+ 25.0%
N/A
25 $1.29M
JLL
Jones Lang Lasalle Inc

Real Estate
1
+ 100.0%
$248.95 - $319.66 $249 - $320
2 $597K
NFRA
Flexshares Stoxx Global Broad

ETFs
1
+ 0.4%
$60.61 - $63.45 $60.6 - $63.5
250 $15.7M
MSBI
Midland States Bancorp, Inc.

Financial Services
20
+ 36.36%
$16.53 - $19.0 $331 - $380
75 $1.29M
ASPN
Aspen Aerogels Inc

Industrials
20
+ 10.81%
$6.0 - $8.26 $120 - $165
205 $1.43M
CCRN
Cross Country Healthcare Inc

Healthcare
20
+ 57.14%
$12.01 - $14.23 $240 - $285
55 $781K
CNDT
Conduent Inc

Technology
100
+ 39.37%
$2.43 - $2.96 $243 - $296
354 $991K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1
+ 0.67%
$31.31 - $34.54 $31.3 - $34.5
151 $5.09M
BIO
Bio Rad Laboratories, Inc.

Healthcare
1
+ 100.0%
$241.95 - $303.82 $242 - $304
2 $561K
AFRM
Affirm Holdings, Inc.

Technology
3
+ 12.0%
$64.05 - $92.18 $192 - $277
28 $2.05M
PCRX
Pacira Bio Sciences, Inc.

Healthcare
5
+ 5.0%
$21.09 - $27.22 $105 - $136
105 $2.71M
CTBI
Community Trust Bancorp Inc

Financial Services
4
+ 13.33%
$53.0 - $58.84 $212 - $235
34 $1.9M
REX
Rex American Resources Corp

Basic Materials
25
+ 100.0%
$30.08 - $64.11 $752 - $1.6K
50 $1.53M
Liberty Media Corp Del Com Lbty Liv S A
3
+ 150.0%
N/A
5 $472K
CLDT
Chatham Lodging Trust

Real Estate
49
+ 70.0%
$6.65 - $7.77 $326 - $381
119 $798K
IBEX
Ibex LTD

Technology
2
+ 10.0%
$27.75 - $42.0 $55.5 - $84
22 $891K
AMBC
Ambac Financial Group Inc

Financial Services
30
+ 93.75%
$6.94 - $9.72 $208 - $292
62 $517K
OOMA
Ooma Inc

Communication Services
25
+ 166.67%
$10.98 - $13.26 $275 - $332
40 $480K
WOW
Wide Open West, Inc.

Communication Services
40
+ 57.14%
$3.17 - $5.22 $127 - $209
110 $568K
HNRG
Hallador Energy CO

Energy
5
+ 10.0%
$15.02 - $21.22 $75.1 - $106
55 $1.08M
ECPG
Encore Capital Group Inc

Financial Services
2
+ 3.08%
$35.97 - $46.09 $71.9 - $92.2
67 $2.8M
ST
Sensata Technologies Holding PLC

Technology
9
+ 180.0%
$29.37 - $33.52 $264 - $302
14 $428K
KEX
Kirby Corp

Industrials
5
+ 100.0%
$82.64 - $120.83 $413 - $604
10 $835K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2
+ 1.04%
$50.73 - $52.47 $101 - $105
194 $10.1M
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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