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
DELL
Dell Technologies Inc.

Technology
874
+ 175.15%
$120.96 - $141.77 $106K - $124K
1.37K $195M
DOV
Dover Corp

Industrials
854
+ 149.82%
$165.59 - $190.9 $141K - $163K
1.42K $238M
RNR
Renaissancere Holdings LTD

Financial Services
518
+ 51800.0%
$231.95 - $253.93 $120K - $132K
519 $132M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
206
+ 51.12%
$534.91 - $598.71 $110K - $123K
609 $342M
CFLT
Confluent, Inc.

Technology
6.6K
+ 110016.67%
$15.91 - $27.35 $105K - $181K
6.61K $131M
WMB
Williams Companies, Inc.

Energy
1.96K
+ 21.61%
$56.52 - $64.01 $111K - $125K
11K $697M
DD
Du Pont De Nemours, Inc.

Basic Materials
625
+ 7.46%
$69.9 - $78.26 $43.7K - $48.9K
9.01K $702M
AMKR
Amkor Technology, Inc.

Technology
4.1K
+ 311.63%
$21.14 - $29.58 $86.6K - $121K
5.41K $154M
VLY
Valley National Bancorp

Financial Services
11.7K
+ 1192.76%
$9.18 - $11.1 $107K - $130K
12.7K $134M
QRVO
Qorvo, Inc.

Technology
1.36K
+ 10446.15%
$83.6 - $96.31 $114K - $131K
1.37K $125M
STLD
Steel Dynamics Inc

Basic Materials
769
+ 64.19%
N/A
1.97K $274M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
4.65K
+ 17233.33%
$25.09 - $33.65 $117K - $157K
4.68K $121M
GL
Globe Life Inc.

Financial Services
806
+ 358.22%
$117.6 - $146.55 $94.8K - $118K
1.03K $147M
GFS
Globalfoundries Inc.

Technology
3.33K
+ 13308.0%
$31.62 - $41.66 $105K - $139K
3.35K $120M
A
Agilent Technologies, Inc.

Healthcare
899
+ 376.15%
$112.04 - $128.75 $101K - $116K
1.14K $146M
DT
Dynatrace, Inc.

Technology
2.39K
+ 21745.45%
$46.04 - $56.64 $110K - $135K
2.4K $116M
ESNT
Essent Group Ltd.

Financial Services
1.81K
+ 881.95%
$55.69 - $65.48 $101K - $118K
2.01K $128M
HPQ
Hp Inc

Technology
4.07K
+ 634.48%
$24.45 - $29.35 $99.4K - $119K
4.71K $128M
SON
Sonoco Products CO

Consumer Cyclical
2.58K
+ 43050.0%
$42.77 - $48.68 $110K - $126K
2.59K $112M
TCBI
Texas Capital Bancshares Inc

Financial Services
1.31K
+ 1135.65%
$79.46 - $89.73 $104K - $117K
1.42K $120M
INTU
Intuit Inc

Technology
234
+ 49.58%
$646.03 - $807.39 $151K - $189K
706 $482M
UAL
United Airlines Holdings, Inc.

Industrials
957
+ 89.94%
$80.05 - $109.36 $76.6K - $105K
2.02K $195M
Gsk PLC Sponsored Adr
1.13K
+ 8.82%
N/A
14K $604M
CW
Curtiss Wright Corp

Industrials
201
+ 2512.5%
$472.43 - $542.94 $95K - $109K
209 $113M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.25K
+ 10450.0%
$84.43 - $97.93 $106K - $123K
1.27K $107M
BHF
Brighthouse Financial, Inc.

Financial Services
1.98K
+ 4488.64%
$43.36 - $57.59 $85.6K - $114K
2.02K $107M
FNB
Fnb Corp

Financial Services
6.5K
+ 65030.0%
$14.75 - $16.79 $95.9K - $109K
6.51K $105M
XP
Xp Inc.

Financial Services
5.58K
+ 12393.33%
$16.0 - $20.11 $89.2K - $112K
5.62K $106M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.13K
+ 20.18%
$91.44 - $91.77 $103K - $103K
6.71K $616M
AGO
Assured Guaranty LTD

Financial Services
1.21K
+ 12060.0%
$80.41 - $86.64 $97K - $104K
1.22K $103M
GHC
Graham Holdings CO

Consumer Defensive
84
+ 1680.0%
$882.65 - $1184.8 $74.1K - $99.5K
89 $105M
RYN
Rayonier Inc

Real Estate
3.7K
+ 7400.0%
$22.68 - $27.11 $83.9K - $100K
3.75K $99.5M
SF
Stifel Financial Corp

Financial Services
799
+ 101.78%
$105.26 - $116.4 $84.1K - $93K
1.58K $180M
SPG
Simon Property Group Inc

Real Estate
6
+ 0.17%
$159.93 - $187.67 $960 - $1.13K
3.6K $675M
HUM
Humana Inc

Healthcare
359
+ 256.43%
$220.41 - $312.0 $79.1K - $112K
499 $130M
TLT
Ishares Barclays 20+ Year Trea

ETFs
234
+ 0.35%
$85.01 - $90.35 $19.9K - $21.1K
66.7K $5.96B
ET
Energy Transfer LP

Energy
6.5K
+ 38.78%
$17.11 - $18.16 $111K - $118K
23.3K $399M
NTAP
Net App, Inc.

Technology
271
+ 5.18%
$101.1 - $126.36 $27.4K - $34.2K
5.5K $652M
GILD
Gilead Sciences, Inc.

Healthcare
841
+ 18.53%
$108.22 - $120.47 $91K - $101K
5.38K $597M
W
Wayfair Inc.

Consumer Cyclical
1.02K
+ 1268.75%
$51.99 - $90.17 $52.8K - $91.5K
1.1K $97.8M
EA
Electronic Arts Inc.

Communication Services
30
+ 1.44%
$147.79 - $202.05 $4.43K - $6.06K
2.12K $427M
HOOD
Robinhood Markets, Inc.

Technology
624
+ 709.09%
$91.27 - $143.18 $57K - $89.3K
712 $102M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.42K
+ 3.76%
$58.97 - $60.36 $83.4K - $85.4K
39K $2.34B
C
Citigroup Inc

Financial Services
423
+ 13.94%
$85.57 - $103.49 $36.2K - $43.8K
3.46K $351M
PEGA
Pegasystems Inc

Technology
1.61K
+ 2678.33%
$49.75 - $60.39 $79.9K - $97K
1.67K $95.9M
HAIN
Hain Celestial Group Inc

Consumer Defensive
55.9K
+ 79.82%
$1.44 - $2.15 $80.5K - $120K
126K $199M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
476
+ 140.41%
$185.65 - $214.38 $88.4K - $102K
815 $163M
MRCC
Monroe Capital Corp

Financial Services
12.2K
+ 122.15%
$6.2 - $7.69 $75.7K - $93.9K
22.2K $156M
VRSK
Verisk Analytics, Inc.

Industrials
397
+ 305.38%
$242.3 - $312.95 $96.2K - $124K
527 $133M
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