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
AMN
Amn Healthcare Services Inc

Healthcare
5
+ 8.33%
$16.49 - $22.1 $82.4 - $111
65 $1.26M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
1
+ 1.3%
$5.31 - $5.66 $5.31 - $5.66
78 $433K
UNF
Unifirst Corp

Industrials
4
+ 12.5%
$165.27 - $190.41 $661 - $762
36 $6.02M
REAX
Real Brokerage Inc

Real Estate
10
+ 6.67%
$3.84 - $5.38 $38.4 - $53.8
160 $669K
OBNK
Origin Bancorp, Inc.

Financial Services
2
+ 3.08%
N/A
67 $2.31M
WLY
John Wiley & Sons, Inc.

Communication Services
5
+ 9.09%
$37.89 - $43.52 $189 - $218
60 $2.43M
NLOK
Norton Life Lock Inc.

Technology
6
+ 2.96%
N/A
209 $5.93M
ZIP
Ziprecruiter, Inc.

Industrials
5
+ 7.14%
$3.48 - $5.36 $17.4 - $26.8
75 $317K
CASS
Cass Information Systems Inc

Industrials
1
+ 4.0%
$39.33 - $46.2 $39.3 - $46.2
26 $1.02M
EOLS
Evolus, Inc.

Healthcare
10
+ 20.0%
$5.77 - $9.73 $57.7 - $97.3
60 $368K
CLW
Clearwater Paper Corp

Basic Materials
3
+ 12.0%
$20.7 - $30.84 $62.1 - $92.5
28 $581K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
306
+ 15.19%
$57.1 - $70.52 $17.5K - $21.6K
2.32K $138M
RDW
Redwire Corp

Industrials
30
+ 54.55%
$7.87 - $19.41 $236 - $582
85 $764K
EPC
Edgewell Personal Care CO

Consumer Defensive
10
+ 8.7%
$19.42 - $27.1 $194 - $271
125 $2.55M
GTY
Getty Realty Corp

Real Estate
87
+ 2.83%
$26.45 - $28.87 $2.3K - $2.51K
3.16K $84.7M
Amer Sports Inc Com Shs
2
+ 3.33%
N/A
62 $2.16M
EWCZ
European Wax Center, Inc.

Consumer Defensive
42
+ 17.87%
$3.72 - $5.8 $156 - $244
277 $1.11M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
46
+ 7.19%
$23.52 - $28.77 $1.08K - $1.32K
686 $18.1M
TS
Tenaris Sa

Energy
7
+ 2.18%
$34.66 - $38.85 $243 - $272
328 $11.7M
HEI
Heico Corp

Industrials
2
+ 0.94%
$304.5 - $337.56 $609 - $675
214 $69.1M
REPL
Replimune Group, Inc.

Healthcare
20
+ 19.05%
$2.81 - $12.63 $56.2 - $253
125 $524K
TEF
Telefonica S A

Communication Services
40
+ 0.89%
$5.01 - $5.71 $200 - $228
4.53K $23M
CHKP
Check Point Software Technologies LTD

Technology
3
+ 3.57%
$180.73 - $231.23 $542 - $694
87 $18M
IFF
International Flavors & Fragrances Inc

Basic Materials
215
+ 18.27%
$60.3 - $77.46 $13K - $16.7K
1.39K $85.7M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
5
+ 2.21%
$66.56 - $84.85 $333 - $424
231 $15.4M
IP
International Paper CO

Consumer Cyclical
27
+ 0.47%
$45.32 - $55.68 $1.22K - $1.5K
5.75K $267M
UHAL
Amerco

Industrials
2
+ 0.51%
$55.87 - $63.85 $112 - $128
392 $22.4M
UA
Under Armour Inc Cl C

Consumer Cyclical
32
+ 2.12%
$4.66 - $6.93 $149 - $222
1.54K $7.45M
STM
St Microelectronics N.V.

Technology
12
+ 0.92%
$24.77 - $33.41 $297 - $401
1.32K $37.2M
SBAC
Sba Communications Corp

Real Estate
11
+ 9.02%
$191.35 - $239.35 $2.1K - $2.63K
133 $25.7M
APD
Air Products & Chemicals, Inc.

Basic Materials
6
+ 1.2%
$265.78 - $299.3 $1.59K - $1.8K
504 $137M
UHT
Universal Health Realty Income Trust

Real Estate
28
+ 0.54%
$38.01 - $42.04 $1.06K - $1.18K
5.17K $203M
FIS
Fidelity National Information Services, Inc.

Technology
15
+ 5.12%
$63.37 - $82.35 $951 - $1.24K
308 $20.3M
EQIX
Equinix Inc

Real Estate
3
+ 0.54%
$756.7 - $811.13 $2.27K - $2.43K
560 $439M
KO
Coca Cola CO

Consumer Defensive
1.18K
+ 6.16%
$65.67 - $71.67 $77.8K - $84.9K
20.4K $1.35B
UHALB
Amerco Com Ser N
10
+ 0.43%
N/A
2.32K $118M
EQR
Equity Residential

Real Estate
4
+ 0.14%
$62.3 - $68.34 $249 - $273
2.85K $184M
ODFL
Old Dominion Freight Line, Inc.

Industrials
84
+ 8.51%
$138.59 - $171.12 $11.6K - $14.4K
1.07K $151M
WAT
Waters Corp

Healthcare
12
+ 4.41%
$277.72 - $357.04 $3.33K - $4.28K
284 $85.1M
PAYX
Paychex Inc

Industrials
11
+ 1.76%
$126.69 - $147.99 $1.39K - $1.63K
636 $80.6M
CME
Cme Group Inc.

Financial Services
4
+ 0.19%
$258.83 - $287.1 $1.04K - $1.15K
2.14K $577M
HRL
Hormel Foods Corp

Consumer Defensive
24
+ 1.18%
$24.31 - $31.54 $583 - $757
2.06K $50.9M
IT
Gartner Inc

Technology
62
+ 32.12%
$225.98 - $406.7 $14K - $25.2K
255 $67M
STWD
Starwood Property Trust, Inc.

Real Estate
2.85K
+ 2.99%
$19.37 - $20.97 $55.3K - $59.8K
98.2K $1.9B
Flutter Entmt PLC Shs
3
+ 0.77%
N/A
391 $99.3M
OSBC
Old Second Bancorp Inc

Financial Services
31
+ 0.11%
$16.56 - $19.08 $513 - $591
28.2K $487M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
23
+ 1.53%
$50.98 - $67.62 $1.17K - $1.56K
1.52K $85.8M
PGR
Progressive Corp

Financial Services
60
+ 3.64%
$238.61 - $264.3 $14.3K - $15.9K
1.71K $422M
CTAS
Cintas Corp

Industrials
111
+ 4.16%
$199.29 - $226.27 $22.1K - $25.1K
2.78K $571M
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
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email