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
HOG
Harley Davidson, Inc.

Consumer Cyclical
1.86K
+ 310.17%
$22.95 - $31.03 $42.7K - $57.7K
2.46K $68.7M
HSY
Hershey CO

Consumer Defensive
195
+ 23.67%
$161.95 - $193.45 $31.6K - $37.7K
1.02K $191M
HOMB
Home Bancshares Inc

Financial Services
1.9K
+ 505.87%
$27.55 - $30.19 $52.3K - $57.3K
2.27K $64.3M
BCS
Barclays PLC

Financial Services
2.4K
+ 130.88%
$17.88 - $21.05 $42.9K - $50.5K
4.23K $87.5M
CNO
Cno Financial Group, Inc.

Financial Services
1.33K
+ 366.67%
$35.49 - $40.41 $47.2K - $53.8K
1.69K $67M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
203
+ 3.06%
$84.28 - $89.46 $17.1K - $18.2K
6.84K $608M
CFG
Citizens Financial Group Inc

Financial Services
907
+ 171.46%
$46.1 - $53.65 $41.8K - $48.7K
1.44K $76.3M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.87K
+ 6233.33%
$24.02 - $27.91 $44.9K - $52.2K
1.9K $53M
IR
Ingersoll Rand Inc.

Industrials
625
+ 105.75%
$74.98 - $89.02 $46.9K - $55.6K
1.22K $100M
MLM
Martin Marietta Materials Inc

Basic Materials
69
+ 75.0%
$546.36 - $631.12 $37.7K - $43.5K
161 $101M
CAH
Cardinal Health Inc

Healthcare
368
+ 45.43%
$146.04 - $167.63 $53.7K - $61.7K
1.18K $185M
VFC
V F Corp

Consumer Cyclical
3.28K
+ 705.81%
$11.66 - $15.56 $38.3K - $51.1K
3.75K $54.1M
BE
Bloom Energy Corp

Industrials
290
+ 74.36%
$22.13 - $86.27 $6.42K - $25K
680 $57.5M
CGNX
Cognex Corp

Technology
1.05K
+ 21060.0%
$31.85 - $46.54 $33.5K - $49K
1.06K $47.9M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.13K
+ 34.62%
$13.29 - $16.05 $28.3K - $34.2K
8.28K $132M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
382
+ 22.17%
$196.15 - $217.83 $74.9K - $83.2K
2.11K $424M
COLM
Columbia Sportswear CO

Consumer Cyclical
906
+ 9060.0%
$49.3 - $64.28 $44.7K - $58.2K
916 $47.9M
SYY
Sysco Corp

Consumer Defensive
47
+ 0.72%
$76.33 - $82.51 $3.59K - $3.88K
6.55K $539M
HMC
Honda Motor CO LTD

Consumer Cyclical
1.43K
+ 108.25%
$29.11 - $34.85 $41.7K - $49.9K
2.75K $84.8M
GPN
Global Payments Inc

Industrials
531
+ 78.67%
$77.61 - $90.01 $41.2K - $47.8K
1.21K $100M
PCAR
Paccar Inc

Industrials
454
+ 121.39%
$92.91 - $102.86 $42.2K - $46.7K
828 $81.4M
ALCC
Alt C Acquisition Corp.

Financial Services
85
+ 13.28%
N/A
725 $80.9M
QBTS
D Wave Quantum Inc.

Technology
1.58K
+ 278.76%
$14.81 - $27.72 $23.3K - $43.7K
2.14K $52.9M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.04%
$237.58 - $259.17 $238 - $259
2.56K $651M
PI
Impinj Inc

Technology
229
+ 572.5%
$111.65 - $200.78 $25.6K - $46K
269 $48.6M
DLB
Dolby Laboratories, Inc.

Industrials
607
+ 4046.67%
$70.09 - $76.79 $42.5K - $46.6K
622 $45M
XLF
Financial Sector Spdr

ETFs
589
+ 7.37%
$51.37 - $54.25 $30.3K - $32K
8.58K $462M
CTVA
Corteva, Inc.

Basic Materials
1.23K
+ 21.26%
$67.08 - $77.12 $82.2K - $94.5K
6.99K $473M
ASB
Associated Banc Corp

Financial Services
717
+ 3.86%
$23.78 - $27.01 $17.1K - $19.4K
19.3K $496M
NWE
Northwestern Corp

Utilities
721
+ 838.37%
$51.58 - $58.61 $37.2K - $42.3K
807 $47.3M
CIVI
Civitas Resources, Inc.

Energy
1.3K
+ 8646.67%
$27.85 - $37.37 $36.1K - $48.5K
1.31K $42.6M
DAL
Delta Air Lines, Inc.

Industrials
547
+ 38.79%
$49.0 - $61.97 $26.8K - $33.9K
1.96K $111M
IQV
Iqvia Holdings Inc.

Healthcare
171
+ 63.57%
$157.68 - $200.82 $27K - $34.3K
440 $83.6M
AEM
Agnico Eagle Mines LTD

Basic Materials
241
+ 6025.0%
$116.14 - $168.56 $28K - $40.6K
245 $41.3M
Grayscale Ethereum Mini Trust ETF
50
+ 2.0%
N/A
2.55K $100M
CHD
Church & Dwight CO Inc

Consumer Defensive
489
+ 169.79%
$85.84 - $99.09 $42K - $48.5K
777 $68.1M
CNM
Core & Main, Inc.

Industrials
752
+ 5013.33%
$48.56 - $66.98 $36.5K - $50.4K
767 $41.3M
LHX
L3 Harris Technologies, Inc.

Industrials
54
+ 12.74%
$252.18 - $305.41 $13.6K - $16.5K
478 $146M
KMB
Kimberly Clark Corp

Consumer Defensive
533
+ 9.15%
$121.72 - $136.77 $64.9K - $72.9K
6.36K $791M
PWR
Quanta Services, Inc.

Industrials
23
+ 2.78%
$372.29 - $421.68 $8.56K - $9.7K
850 $352M
LYG
Lloyds Banking Group PLC

Financial Services
8.26K
+ 132.6%
$4.03 - $4.63 $33.3K - $38.2K
14.5K $65.8M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
579
+ 263.18%
$59.28 - $71.9 $34.3K - $41.6K
799 $52.7M
WDAY
Workday, Inc.

Technology
161
+ 206.41%
$213.69 - $247.69 $34.4K - $39.9K
239 $57.5M
VOYA
Voya Financial, Inc.

Financial Services
518
+ 5180.0%
$67.31 - $77.62 $34.9K - $40.2K
528 $39.5M
S
Sentinel One, Inc.

Technology
2.2K
+ 8812.0%
$15.81 - $19.78 $34.8K - $43.6K
2.23K $39.2M
HCA
Hca Healthcare, Inc.

Healthcare
14
+ 1.87%
$334.32 - $426.2 $4.68K - $5.97K
762 $325M
SIGI
Selective Insurance Group Inc

Financial Services
476
+ 680.0%
$75.0 - $90.91 $35.7K - $43.3K
546 $44.3M
LNC
Lincoln National Corp

Financial Services
20
+ 0.31%
$33.37 - $43.29 $667 - $866
6.54K $264M
FLEX
Flex Ltd.

Technology
9
+ 0.19%
$48.49 - $59.33 $436 - $534
4.65K $270M
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