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
SLP
Simulations Plus, Inc.

Healthcare
170
New
$12.46 - $18.36 $2.12K - $3.12K
170 $2.56M
Anglogold Ashanti PLC Com Shs
29
New
N/A
29 $2.04M
KURA
Kura Oncology, Inc.

Healthcare
229
New
$5.54 - $9.05 $1.27K - $2.07K
229 $2.03M
AIT
Applied Industrial Technologies Inc

Industrials
7
New
$242.14 - $275.72 $1.69K - $1.93K
7 $1.83M
Savers Value Vlg Inc Com
134
New
N/A
134 $1.78M
Alumis Inc Com
445
New
N/A
445 $1.78M
CRCT
Cricut, Inc.

Technology
278
New
$4.64 - $7.21 $1.29K - $2K
278 $1.75M
WTM
White Mountains Insurance Group LTD

Financial Services
1
New
$1671.52 - $1869.81 $1.67K - $1.87K
1 $1.67M
Aebi Schmidt Hldg Ag Com
133
New
N/A
133 $1.66M
APPF
Appfolio Inc

Technology
6
New
$229.81 - $321.25 $1.38K - $1.93K
6 $1.65M
MYGN
Myriad Genetics Inc

Healthcare
224
New
$3.84 - $7.84 $860 - $1.76K
224 $1.62M
DGICA
Donegal Group Inc

Financial Services
82
New
$16.75 - $19.72 $1.37K - $1.62K
82 $1.59M
FSUN
Firstsun Cap Bancorp Com
41
New
N/A
41 $1.59M
Rocket Lab Corp Com
33
New
N/A
33 $1.58M
CDTX
Cidara Therapeutics, Inc.

Healthcare
15
New
$47.87 - $96.98 $718 - $1.45K
15 $1.44M
ALX
Alexanders Inc

Real Estate
6
New
$213.41 - $259.12 $1.28K - $1.55K
6 $1.41M
CLH
Clean Harbors Inc

Industrials
6
New
$225.84 - $250.43 $1.36K - $1.5K
6 $1.39M
OGE
Oge Energy Corp.

Utilities
30
New
$43.46 - $46.27 $1.3K - $1.39K
30 $1.39M
BVS
Bioventus Inc.

Healthcare
200
New
$6.14 - $7.64 $1.23K - $1.53K
200 $1.34M
PBYI
Puma Biotechnology, Inc.

Healthcare
250
New
$3.07 - $5.73 $768 - $1.43K
250 $1.33M
COOP
Mr. Cooper Group Inc.

Financial Services
6
New
$143.29 - $220.9 $860 - $1.33K
6 $1.27M
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
920
New
$0.69 - $1.46 $635 - $1.34K
920 $1.21M
FOX
Fox Corp Cl B (De)

Communication Services
21
New
$49.06 - $57.29 $1.03K - $1.2K
21 $1.2M
IIIN
Insteel Industries Inc

Industrials
31
New
$35.31 - $39.67 $1.09K - $1.23K
31 $1.19M
Viking Holdings LTD Ord Shs
19
New
N/A
19 $1.18M
TDUP
Thred Up Inc.

Consumer Cyclical
110
New
$6.72 - $12.08 $739 - $1.33K
110 $1.04M
WRLD
World Acceptance Corp

Financial Services
6
New
$154.36 - $184.43 $926 - $1.11K
6 $1.02M
TIGO
Millicom International Cellular Sa

Communication Services
20
New
$37.04 - $50.28 $741 - $1.01K
20 $971K
CHH
Choice Hotels International Inc

Consumer Cyclical
9
New
$106.91 - $135.29 $962 - $1.22K
9 $962K
IREN
Iris Energy LTD

Financial Services
20
New
$15.1 - $47.14 $302 - $943
20 $939K
EXP
Eagle Materials Inc

Basic Materials
4
New
$209.12 - $242.26 $836 - $969
4 $932K
Serve Robotics Inc Com
80
New
N/A
80 $930K
EPR
Epr Properties

Real Estate
16
New
$52.58 - $61.21 $841 - $979
16 $928K
HBCP
Home Bancorp, Inc.

Financial Services
17
New
$50.06 - $56.97 $851 - $968
17 $924K
AM
Antero Midstream Corp

Energy
47
New
$16.87 - $19.58 $793 - $920
47 $914K
POST
Post Holdings, Inc.

Consumer Defensive
8
New
$102.36 - $114.04 $819 - $912
8 $860K
KNSL
Kinsale Capital Group, Inc.

Financial Services
2
New
$415.15 - $489.89 $830 - $980
2 $851K
DHIL
Diamond Hill Investment Group Inc

Financial Services
6
New
$133.4 - $158.38 $800 - $950
6 $840K
TKR
Timken CO

Industrials
11
New
$73.5 - $81.69 $809 - $899
11 $827K
GSBC
Great Southern Bancorp, Inc.

Financial Services
13
New
$55.99 - $64.51 $728 - $839
13 $796K
CWEN
Clearway Energy, Inc.

Utilities
28
New
$27.89 - $32.98 $781 - $923
28 $791K
AMRK
A Mark Precious Metals, Inc.

Financial Services
30
New
$20.57 - $27.69 $617 - $831
30 $776K
Paysafe Limited Shs
54
New
N/A
54 $698K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
95
New
$3.63 - $7.13 $345 - $677
95 $686K
MSGS
Madison Square Garden Sports Corp.

Communication Services
3
New
$192.65 - $230.03 $578 - $690
3 $681K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
4
New
$158.03 - $197.08 $632 - $788
4 $670K
FCBC
First Community Bankshares Inc

Financial Services
19
New
$34.52 - $41.79 $656 - $794
19 $661K
ONTO
Onto Innovation Inc.

Technology
5
New
$90.0 - $136.73 $450 - $684
5 $646K
BGS
B&G Foods, Inc.

Consumer Defensive
145
New
$4.0 - $4.72 $580 - $684
145 $642K
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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