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
LKQ
Lkq Corp

Consumer Cyclical
1.27K
+ 830.72%
$29.24 - $39.21 $37.2K - $49.8K
1.42K $43.5M
SAP
Sap Se

Technology
196
+ 49.49%
$252.42 - $311.93 $49.5K - $61.1K
592 $158M
EFX
Equifax Inc

Industrials
154
+ 22.55%
$234.03 - $265.73 $36K - $40.9K
837 $215M
Nano Nuclear Energy Inc Com
270
+ 4.06%
N/A
6.93K $267M
ABR
Arbor Realty Trust Inc

Real Estate
3.04K
+ 1264.58%
$10.7 - $12.21 $32.5K - $37.1K
3.28K $40M
BDX
Becton Dickinson & CO

Healthcare
140
+ 19.23%
$172.41 - $199.66 $24.1K - $28K
868 $162M
TTE
Total Energies Se

Energy
637
+ 81.67%
N/A
1.42K $84.6M
SHW
Sherwin Williams CO

Basic Materials
92
+ 5.81%
$330.88 - $375.23 $30.4K - $34.5K
1.68K $580M
OSK
Oshkosh Corp

Industrials
3
+ 0.13%
$118.16 - $143.44 $354 - $430
2.23K $289M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
335
+ 6700.0%
$107.28 - $125.1 $35.9K - $41.9K
340 $36.9M
IHE
Ishares Tr

ETFs
456
+ 116.92%
$65.74 - $72.56 $30K - $33.1K
846 $61.4M
EBAY
Ebay Inc

Consumer Cyclical
4
+ 0.19%
$75.33 - $100.77 $301 - $403
2.15K $196M
PFG
Principal Financial Group Inc

Financial Services
298
+ 9.66%
$75.53 - $82.95 $22.5K - $24.7K
3.38K $280M
BDC
Belden Inc.

Technology
233
+ 14.61%
$115.58 - $133.49 $26.9K - $31.1K
1.83K $220M
CCL
Carnival Corp

Consumer Cyclical
901
+ 7.86%
$28.37 - $32.49 $25.6K - $29.3K
12.4K $357M
UL
Unilever PLC

Consumer Defensive
649
+ 34.07%
$58.43 - $65.01 $37.9K - $42.2K
2.55K $151M
CRH.L
Crh PLC

Basic Materials
182
+ 39.57%
N/A
642 $77M
EXR
Extra Space Storage Inc.

Real Estate
260
+ 85.53%
$134.36 - $152.88 $34.9K - $39.7K
564 $79.5M
OKTA
Okta, Inc.

Technology
398
+ 171.55%
$88.51 - $101.1 $35.2K - $40.2K
630 $57.8M
CNXC
Concentrix Corp

Technology
749
+ 14980.0%
$45.94 - $62.0 $34.4K - $46.4K
754 $34.8M
IBOC
International Bancshares Corp

Financial Services
499
+ 554.44%
$67.44 - $72.68 $33.7K - $36.3K
589 $40.5M
VST
Vistra Corp.

Utilities
151
+ 6.89%
$182.0 - $217.92 $27.5K - $32.9K
2.34K $459M
DXC
Dxc Technology CO

Technology
2.56K
+ 609.76%
$12.85 - $16.24 $32.9K - $41.6K
2.98K $40.6M
CBSH
Commerce Bancshares Inc

Financial Services
573
+ 3820.0%
$58.61 - $66.11 $33.6K - $37.9K
588 $35.1M
RGTI
Rigetti Computing, Inc.

Technology
345
+ 26.14%
$11.33 - $32.1 $3.91K - $11.1K
1.67K $49.6M
SJM
J M Smucker CO

Consumer Defensive
284
+ 100.35%
$102.24 - $113.2 $29K - $32.1K
567 $61.6M
HYG
Ishares Tr

ETFs
400
+ 17.88%
$79.85 - $81.32 $31.9K - $32.5K
2.64K $214M
Grayscale Bitcoin Mini Trust ETF
500
+ 17.33%
N/A
3.39K $171M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.35K
+ 96.98%
$15.38 - $20.2 $20.7K - $27.2K
2.74K $55.3M
PAVE
Global X Fds Us Infrastructure

ETFs
550
+ 40.41%
$44.02 - $47.63 $24.2K - $26.2K
1.91K $91M
MPWR
Monolithic Power Systems Inc

Technology
2
+ 1.3%
$711.24 - $922.81 $1.42K - $1.85K
156 $144M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
1.26K
+ 2734.78%
$21.49 - $24.47 $27K - $30.8K
1.3K $31.9M
DGRO
Ishares Core Dividend Growth E

ETFs
6
+ 0.08%
$64.12 - $68.08 $385 - $408
7.2K $490M
NWSA
News Corp

Communication Services
954
+ 120.0%
$28.38 - $31.03 $27.1K - $29.6K
1.75K $53.7M
ADI
Analog Devices Inc

Technology
100
+ 14.66%
$220.68 - $255.63 $22.1K - $25.6K
782 $192M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
1.52K
+ 1085.71%
$19.13 - $22.22 $29.1K - $33.8K
1.66K $32.7M
MTDR
Matador Resources CO

Energy
652
+ 5927.27%
$44.93 - $52.55 $29.3K - $34.3K
663 $29.8M
Coreweave Inc Com Cl A
214
+ 10700.0%
N/A
216 $29.6M
AMBA
Ambarella Inc

Technology
281
+ 78.06%
$62.49 - $88.81 $17.6K - $25K
641 $52.9M
MTZ
Mastec Inc

Industrials
68
+ 20.12%
$168.23 - $212.81 $11.4K - $14.5K
406 $86.4M
WCC
Wesco International Inc

Industrials
134
+ 788.24%
$189.22 - $227.19 $25.4K - $30.4K
151 $31.9M
LVS
Las Vegas Sands Corp

Consumer Cyclical
379
+ 46.62%
$47.38 - $57.71 $18K - $21.9K
1.19K $64.1M
SHOP
Shopify Inc.

Technology
138
+ 59.23%
$112.11 - $157.12 $15.5K - $21.7K
371 $55.1M
HP
Helmerich & Payne, Inc.

Energy
1.24K
+ 1377.78%
$15.35 - $22.65 $19K - $28.1K
1.33K $29.4M
LGND
Ligand Pharmaceuticals Inc

Healthcare
2
+ 0.46%
$112.56 - $177.14 $225 - $354
433 $76.7M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
159
+ 935.29%
$164.12 - $188.32 $26.1K - $29.9K
176 $30.6M
AOS
Smith A O Corp

Industrials
375
+ 3125.0%
$67.24 - $74.3 $25.2K - $27.9K
387 $28.4M
BXP
Boston Properties Inc

Real Estate
309
+ 48.66%
$62.11 - $78.93 $19.2K - $24.4K
944 $70.2M
CLX
Clorox CO

Consumer Defensive
214
+ 125.88%
$117.67 - $131.43 $25.2K - $28.1K
384 $47.3M
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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