Rothschild Investment LLC New Holdings in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TPL
Texas Pacific Land Corp

Energy
49
New
$854.83 - $1075.97 $41.9K - $52.7K
49 $45.7M
PEN
Penumbra Inc

Healthcare
158
New
$227.15 - $287.09 $35.9K - $45.4K
158 $40M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
333
New
$109.55 - $124.15 $36.5K - $41.3K
333 $39M
MPW
Medical Properties Trust Inc

Real Estate
7.65K
New
$3.98 - $5.13 $30.5K - $39.2K
7.65K $38.8M
PAAS
Pan American Silver Corp

Basic Materials
925
New
$27.02 - $38.81 $25K - $35.9K
925 $35.8M
FXU
First Tr Exchange Traded Fd Ut

ETFs
550
New
$41.97 - $45.5 $23.1K - $25K
550 $25M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
1.29K
New
$11.93 - $21.97 $15.4K - $28.3K
1.29K $24.8M
DV
Double Verify Holdings, Inc.

Technology
1.94K
New
$11.86 - $16.27 $23K - $31.5K
1.94K $23.2M
LSCC
Lattice Semiconductor Corp

Technology
305
New
$48.73 - $74.71 $14.9K - $22.8K
305 $22.4M
SAIC
Science Applications International Corp

Technology
184
New
$97.2 - $120.6 $17.9K - $22.2K
184 $18.3M
Chargepoint Holdings Inc Com Shs
1.5K
New
N/A
1.5K $16.4M
RSKD
Riskified Ltd.

Technology
3.2K
New
$4.16 - $5.61 $13.3K - $18K
3.2K $15M
Paramount Skydance Corp Com Cl B
764
New
N/A
764 $14.4M
Yieldmax Ultra Option Income Strategy ETF
2.57K
New
N/A
2.57K $14.1M
FOUR
Shift4 Payments, Inc.

Technology
170
New
$77.4 - $106.81 $13.2K - $18.2K
170 $13.2M
NXST
Nexstar Media Group, Inc.

Communication Services
65
New
$176.71 - $211.31 $11.5K - $13.7K
65 $12.9M
PCQ
Pimco California Municipal Income Fund

Financial Services
1.4K
New
$8.19 - $8.8 $11.5K - $12.4K
1.4K $12.2M
James Hardie Inds PLC Ord Shs
600
New
N/A
600 $11.5M
PK
Park Hotels & Resorts Inc.

Real Estate
970
New
$10.17 - $12.13 $9.86K - $11.8K
970 $10.7M
Calamos Autocallable Income ETF
354
New
N/A
354 $9.72M
KGC
Kinross Gold Corp

Basic Materials
350
New
$15.19 - $24.85 $5.32K - $8.7K
350 $8.7M
ONON
On Holding Ag

Consumer Cyclical
204
New
$42.35 - $54.36 $8.64K - $11.1K
204 $8.64M
IDR
Idaho Strategic Resources, Inc.

Basic Materials
250
New
$12.86 - $34.19 $3.22K - $8.55K
250 $8.45M
A2 Z Cust2 Mate Solutions Corp Com
1K
New
N/A
1K $7.99M
CAE
Cae Inc

Industrials
260
New
$26.19 - $29.96 $6.81K - $7.79K
260 $7.71M
Fidelity Ethereum Fund ETF
155
New
N/A
155 $6.44M
Kiniksa Pharmaceuticals Intl P Ord Shs Cl A
150
New
N/A
150 $5.83M
AUDC
Audiocodes LTD

Technology
600
New
$8.96 - $10.83 $5.38K - $6.5K
600 $5.71M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
450
New
$11.84 - $13.45 $5.33K - $6.05K
450 $5.7M
HAYW
Hayward Holdings, Inc.

Industrials
363
New
$14.12 - $16.56 $5.13K - $6.01K
363 $5.49M
CHE
Chemed Corp

Healthcare
12
New
$412.3 - $483.92 $4.95K - $5.81K
12 $5.37M
Hinge Health Inc Cl A
100
New
N/A
100 $4.91M
XLC
Select Sector Spdr Tr Communic

ETFs
41
New
$105.99 - $119.41 $4.35K - $4.9K
41 $4.85M
AFYA
Afya LTD

Consumer Defensive
300
New
$13.68 - $18.04 $4.1K - $5.41K
300 $4.68M
SVM
Silvercorp Metals Inc

Basic Materials
700
New
$4.3 - $6.32 $3.01K - $4.42K
700 $4.42M
IPGP
Ipg Photonics Corp

Technology
55
New
$71.05 - $84.98 $3.91K - $4.67K
55 $4.36M
PLTK
Playtika Holding Corp.

Communication Services
979
New
$3.44 - $5.0 $3.37K - $4.9K
979 $3.81M
RGR
Sturm Ruger & CO Inc

Industrials
82
New
N/A
82 $3.57M
NG
Novagold Resources Inc

Basic Materials
400
New
$4.15 - $8.8 $1.66K - $3.52K
400 $3.52M
EEMA
Ishares Msci Emerging Markets

ETFs
38
New
$81.98 - $92.25 $3.12K - $3.51K
38 $3.49M
ADC
Agree Realty Corp

Real Estate
48
New
$70.53 - $75.05 $3.39K - $3.6K
48 $3.41M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
38
New
$80.54 - $89.67 $3.06K - $3.41K
38 $3.34M
BRC
Brady Corp

Industrials
41
New
$67.86 - $82.75 $2.78K - $3.39K
41 $3.2M
AVT
Avnet Inc

Technology
61
New
$49.46 - $56.3 $3.02K - $3.43K
61 $3.19M
IGM
Ishares Expanded Tech Sector E

ETFs
25
New
$110.96 - $127.67 $2.77K - $3.19K
25 $3.15M
BFA
Brown Forman Corp Cl A
114
New
N/A
114 $3.07M
QFIN
360 Digi Tech, Inc.

Financial Services
100
New
$28.11 - $44.4 $2.81K - $4.44K
100 $2.88M
SSRM
Ssr Mining Inc.

Basic Materials
110
New
$11.8 - $24.58 $1.3K - $2.7K
110 $2.69M
NNI
Nelnet Inc

Financial Services
21
New
$119.62 - $130.27 $2.51K - $2.74K
21 $2.63M
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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