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
WST
West Pharmaceutical Services Inc

Healthcare
637
+ 1011.11%
$210.08 - $279.1 $134K - $178K
700 $184M
TPR
Tapestry, Inc.

Consumer Cyclical
1.07K
+ 55.83%
$86.48 - $116.14 $92.3K - $124K
2.98K $337M
GWRE
Guidewire Software, Inc.

Technology
740
+ 325.99%
$207.82 - $261.88 $154K - $194K
967 $222M
NNN
National Retail Properties, Inc.

Real Estate
3.91K
+ 1066.94%
$40.68 - $44.1 $159K - $172K
4.27K $182M
NTNX
Nutanix, Inc.

Technology
3.62K
+ 7.11%
$66.06 - $81.12 $239K - $293K
54.5K $4.05B
Ferguson Enterprises Inc Common Stock New
732
+ 2287.5%
N/A
764 $172M
TRV
Travelers Companies, Inc.

Financial Services
434
+ 11.78%
$250.62 - $279.43 $109K - $121K
4.12K $1.15B
ACM
Aecom

Industrials
445
+ 7.4%
$111.08 - $132.99 $49.4K - $59.2K
6.46K $843M
WDC
Western Digital Corp

Technology
1.11K
+ 207.29%
$63.84 - $120.06 $70.8K - $133K
1.64K $197M
UBER
Uber Technologies, Inc

Technology
410
+ 1.56%
$86.91 - $99.57 $35.6K - $40.8K
26.7K $2.62B
KD
Kyndryl Holdings, Inc.

Technology
6.71K
+ 207.62%
$28.94 - $43.41 $194K - $291K
9.94K $298M
APA
Apa Corp

Energy
5.68K
+ 140.2%
$18.06 - $24.69 $103K - $140K
9.73K $236M
FTNT
Fortinet, Inc.

Technology
2.13K
+ 258.52%
$74.39 - $107.65 $158K - $229K
2.95K $248M
WTW
Willis Towers Watson PLC

Financial Services
368
+ 46.12%
$301.83 - $345.45 $111K - $127K
1.17K $403M
Aptiv PLC Com Shs
1.82K
+ 18210.0%
N/A
1.83K $158M
ADBE
Adobe Inc.

Technology
622
+ 33.77%
$333.65 - $392.1 $208K - $244K
2.46K $869M
KMPR
Kemper Corp

Financial Services
3.03K
+ 60680.0%
$48.42 - $64.74 $147K - $196K
3.04K $157M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
690
+ 6900.0%
$201.83 - $230.93 $139K - $159K
700 $156M
EXAS
Exact Sciences Corp

Healthcare
2.77K
+ 249.24%
$40.91 - $56.0 $113K - $155K
3.89K $213M
VNT
Vontier Corp

Technology
2.97K
+ 53.05%
$37.48 - $43.71 $111K - $130K
8.56K $359M
ES
Eversource Energy

Utilities
1.96K
+ 115.61%
$62.86 - $71.14 $123K - $140K
3.66K $260M
LAMR
Lamar Advertising CO

Real Estate
1.24K
+ 24880.0%
$114.98 - $128.82 $143K - $160K
1.25K $153M
Capital Group U.S. Small And Mid Cap ETF
3.89K
+ 14.04%
N/A
31.6K $897M
PATH
Ui Path, Inc.

Technology
11.3K
+ 66547.06%
$10.44 - $13.38 $118K - $151K
11.3K $152M
ALK
Alaska Air Group, Inc.

Industrials
3.03K
+ 15957.89%
$49.73 - $63.86 $151K - $194K
3.05K $152M
CCK
Crown Holdings Inc

Consumer Cyclical
1.6K
+ 217.69%
$92.19 - $108.12 $148K - $173K
2.34K $226M
FAF
First American Financial Corp

Financial Services
2.3K
+ 11480.0%
$54.73 - $68.13 $126K - $156K
2.32K $149M
TJX
Tjx Companies Inc

Consumer Cyclical
602
+ 21.43%
$121.35 - $144.54 $73.1K - $87K
3.41K $493M
CHRD
Oasis Petroleum Inc.

Energy
1.47K
+ 18350.0%
$99.37 - $114.13 $146K - $168K
1.48K $147M
NVS
Novartis Ag

Healthcare
196
+ 1.18%
$113.5 - $129.73 $22.2K - $25.4K
16.8K $2.15B
MGM
Mgm Resorts International

Consumer Cyclical
4.05K
+ 28.55%
$34.18 - $39.77 $138K - $161K
18.2K $632M
BRO
Brown & Brown, Inc.

Financial Services
1.57K
+ 937.13%
$90.88 - $108.93 $142K - $170K
1.73K $162M
NU
Nu Holdings Ltd.

Financial Services
6.36K
+ 36.01%
$11.92 - $16.3 $75.8K - $104K
24K $385M
AME
Ametek Inc

Industrials
753
+ 710.38%
$176.44 - $192.03 $133K - $145K
859 $161M
ZION
Zions Bancorporation, National Association

Financial Services
2.47K
+ 781.01%
$51.2 - $59.15 $126K - $146K
2.78K $158M
TGNA
Tegna Inc

Communication Services
2.52K
+ 10.22%
$15.04 - $21.28 $38K - $53.7K
27.2K $554M
KMI
Kinder Morgan, Inc.

Energy
10K
+ 7.54%
$26.23 - $28.5 $264K - $286K
143K $4.06B
UMBF
Umb Financial Corp

Financial Services
1.14K
+ 413.0%
$106.84 - $125.59 $122K - $144K
1.42K $168M
CPRT
Copart Inc

Consumer Cyclical
3.15K
+ 415.44%
$44.6 - $49.97 $140K - $157K
3.91K $176M
RGA
Reinsurance Group Of America Inc

Financial Services
720
+ 4500.0%
$177.1 - $199.23 $128K - $143K
736 $141M
LNG
Cheniere Energy, Inc.

Energy
654
+ 34.55%
$222.68 - $244.28 $146K - $160K
2.55K $598M
TSN
Tyson Foods, Inc.

Consumer Defensive
2.53K
+ 4149.18%
$52.3 - $57.69 $132K - $146K
2.59K $141M
ON
On Semiconductor Corp

Technology
3K
+ 85.8%
$46.98 - $62.45 $141K - $188K
6.51K $321M
FLS
Flowserve Corp

Industrials
2.57K
+ 454.69%
$51.98 - $57.7 $134K - $148K
3.13K $167M
APP
App Lovin Corp

Technology
175
+ 625.0%
$335.1 - $718.54 $58.6K - $126K
203 $146M
UHS
Universal Health Services Inc

Healthcare
658
+ 1993.94%
$154.95 - $204.44 $102K - $135K
691 $141M
JOBY
Joby Aviation, Inc.

Industrials
7.84K
+ 593.56%
$9.81 - $20.39 $76.9K - $160K
9.16K $148M
OMF
One Main Holdings, Inc.

Financial Services
2.37K
+ 6577.78%
$55.61 - $62.61 $132K - $148K
2.4K $136M
Blackrock Inc Com
54
+ 8.91%
N/A
660 $770M
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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