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
First Svgs Finl Group Inc Com
6
New
N/A
6 $189K
GEFB
Greif, Inc. Cl B
3
New
N/A
3 $185K
AFRI
Forafric Global PLC

Consumer Defensive
20
New
$7.71 - $9.2 $154 - $184
20 $174K
FRHC
Freedom Holding Corp.

Financial Services
1
New
$139.45 - $190.14 $139 - $190
1 $172K
BRCC
Brc Inc.

Consumer Defensive
110
New
$1.29 - $2.03 $142 - $223
110 $172K
Ingram Micro Hldg Corp Com
8
New
N/A
8 $172K
TNGX
Tango Therapeutics, Inc.

Healthcare
20
New
$4.96 - $8.53 $99.2 - $171
20 $168K
Lucid Group Inc Com New
7
New
N/A
7 $167K
LITE
Lumentum Holdings Inc.

Technology
1
New
$90.44 - $171.5 $90.4 - $172
1 $163K
CWENA
Clearway Energy Inc Cl A
6
New
N/A
6 $162K
CHMG
Chemung Financial Corp

Financial Services
3
New
$49.14 - $55.0 $147 - $165
3 $158K
NECB
North East Community Bancorp, Inc.

Financial Services
7
New
$20.11 - $24.68 $141 - $173
7 $144K
Abacus Global Mgmt Inc Cl A
25
New
N/A
25 $143K
Sailpoint Inc Com
6
New
N/A
6 $132K
Mainz Biomed N V Shs New
85
New
N/A
85 $127K
Luminar Technologies Inc Com New Cl A
66
New
N/A
66 $126K
Bankfinancial Corp Com
10
New
N/A
10 $120K
JRVR
James River Group Holdings, Ltd.

Financial Services
21
New
$5.08 - $6.0 $107 - $126
21 $117K
CLVT
Clarivate PLC

Technology
30
New
$3.62 - $4.53 $109 - $136
30 $115K
RBB
Rbb Bancorp

Financial Services
6
New
N/A
6 $113K
Gci Liberty Inc Com Ser C
3
New
N/A
3 $112K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
85
New
$1.29 - $1.68 $110 - $143
85 $111K
ATEX
Anterix Inc.

Communication Services
5
New
$20.96 - $25.23 $105 - $126
5 $107K
LCNB
Lcnb Corp

Financial Services
7
New
$14.2 - $16.35 $99.4 - $114
7 $105K
BSY
Bentley Systems Inc

Technology
2
New
$51.48 - $58.72 $103 - $117
2 $103K
LNKB
Linkbancorp, Inc.

Financial Services
14
New
$6.68 - $7.7 $93.5 - $108
14 $100K
Beta Bionics Inc Com
5
New
N/A
5 $99K
OFLX
Omega Flex, Inc.

Industrials
3
New
$31.19 - $36.37 $93.6 - $109
3 $94K
BSRR
Sierra Bancorp

Financial Services
3
New
$28.33 - $32.24 $85 - $96.7
3 $87K
Everus Constr Group Com
1
New
N/A
1 $86K
Howard Hughes Holdings Inc Com
1
New
N/A
1 $82K
Fs Bancorp Inc Com
2
New
N/A
2 $80K
VABK
Virginia National Bankshares Corp

Financial Services
2
New
$36.6 - $42.35 $73.2 - $84.7
2 $78K
ESCA
Escalade Inc

Consumer Cyclical
6
New
$11.78 - $14.98 $70.7 - $89.9
6 $75K
Forrester Resh Inc Com
7
New
N/A
7 $74K
SWKH
Swk Holdings Corp

Financial Services
5
New
$14.02 - $15.28 $70.1 - $76.4
5 $73K
Karman Hldgs Inc Common Stock
1
New
N/A
1 $72K
Cf Bankshares Inc Com
3
New
N/A
3 $72K
AUR
Aurora Innovation, Inc.

Technology
12
New
$5.05 - $6.56 $60.6 - $78.7
12 $65K
UTMD
Utah Medical Products Inc

Healthcare
1
New
$54.95 - $63.44 $55 - $63.4
1 $63K
OVLY
Oak Valley Bancorp

Financial Services
2
New
$25.97 - $29.36 $51.9 - $58.7
2 $56K
FNLC
First Bancorp, Inc

Financial Services
2
New
$24.78 - $27.54 $49.6 - $55.1
2 $53K
BROS
Dutch Bros Inc.

Consumer Cyclical
1
New
$52.34 - $74.24 $52.3 - $74.2
1 $52K
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
2
New
$23.67 - $28.19 $47.3 - $56.4
2 $50K
STGW
Stagwell Inc

Communication Services
8
New
$4.53 - $5.76 $36.2 - $46.1
8 $45K
UAA
Under Armour, Inc.

Consumer Cyclical
9
New
$4.77 - $7.37 $42.9 - $66.3
9 $45K
FDBC
Fidelity D & D Bancorp Inc

Financial Services
1
New
$39.75 - $49.08 $39.8 - $49.1
1 $44K
ATLO
Ames National Corp

Financial Services
2
New
$17.9 - $20.71 $35.8 - $41.4
2 $40K
FVCB
Fvc Bankcorp, Inc.

Financial Services
3
New
$11.93 - $13.87 $35.8 - $41.6
3 $39K
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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