Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CHRD
Oasis Petroleum Inc.

Energy
1.47K
+ 18350.0%
$99.37 - $114.13 $146K - $168K
1.48K $147M
NVS
Novartis Ag

Healthcare
196
+ 1.18%
$113.5 - $129.73 $22.2K - $25.4K
16.8K $2.15B
CRS
Carpenter Technology Corp

Industrials
588
New
$232.4 - $287.42 $137K - $169K
588 $144M
MGM
Mgm Resorts International

Consumer Cyclical
4.05K
+ 28.55%
$34.18 - $39.77 $138K - $161K
18.2K $632M
BRO
Brown & Brown, Inc.

Financial Services
1.57K
+ 937.13%
$90.88 - $108.93 $142K - $170K
1.73K $162M
NU
Nu Holdings Ltd.

Financial Services
6.36K
+ 36.01%
$11.92 - $16.3 $75.8K - $104K
24K $385M
AME
Ametek Inc

Industrials
753
+ 710.38%
$176.44 - $192.03 $133K - $145K
859 $161M
ZION
Zions Bancorporation, National Association

Financial Services
2.47K
+ 781.01%
$51.2 - $59.15 $126K - $146K
2.78K $158M
TGNA
Tegna Inc

Communication Services
2.52K
+ 10.22%
$15.04 - $21.28 $38K - $53.7K
27.2K $554M
KMI
Kinder Morgan, Inc.

Energy
10K
+ 7.54%
$26.23 - $28.5 $264K - $286K
143K $4.06B
CPRT
Copart Inc

Consumer Cyclical
3.15K
+ 415.44%
$44.6 - $49.97 $140K - $157K
3.91K $176M
RGA
Reinsurance Group Of America Inc

Financial Services
720
+ 4500.0%
$177.1 - $199.23 $128K - $143K
736 $141M
LNG
Cheniere Energy, Inc.

Energy
654
+ 34.55%
$222.68 - $244.28 $146K - $160K
2.55K $598M
TSN
Tyson Foods, Inc.

Consumer Defensive
2.53K
+ 4149.18%
$52.3 - $57.69 $132K - $146K
2.59K $141M
ON
On Semiconductor Corp

Technology
3K
+ 85.8%
$46.98 - $62.45 $141K - $188K
6.51K $321M
FLS
Flowserve Corp

Industrials
2.57K
+ 454.69%
$51.98 - $57.7 $134K - $148K
3.13K $167M
APP
App Lovin Corp

Technology
175
+ 625.0%
$335.1 - $718.54 $58.6K - $126K
203 $146M
UHS
Universal Health Services Inc

Healthcare
658
+ 1993.94%
$154.95 - $204.44 $102K - $135K
691 $141M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
813
New
$158.24 - $191.13 $129K - $155K
813 $135M
JOBY
Joby Aviation, Inc.

Industrials
7.84K
+ 593.56%
$9.81 - $20.39 $76.9K - $160K
9.16K $148M
OMF
One Main Holdings, Inc.

Financial Services
2.37K
+ 6577.78%
$55.61 - $62.61 $132K - $148K
2.4K $136M
Blackrock Inc Com
54
+ 8.91%
N/A
660 $770M
DELL
Dell Technologies Inc.

Technology
874
+ 175.15%
$120.96 - $141.77 $106K - $124K
1.37K $195M
DOV
Dover Corp

Industrials
854
+ 149.82%
$165.59 - $190.9 $141K - $163K
1.42K $238M
Solana ETF
6K
New
N/A
6K $133M
RNR
Renaissancere Holdings LTD

Financial Services
518
+ 51800.0%
$231.95 - $253.93 $120K - $132K
519 $132M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
206
+ 51.12%
$534.91 - $598.71 $110K - $123K
609 $342M
CFLT
Confluent, Inc.

Technology
6.6K
+ 110016.67%
$15.91 - $27.35 $105K - $181K
6.61K $131M
WMB
Williams Companies, Inc.

Energy
1.96K
+ 21.61%
$56.52 - $64.01 $111K - $125K
11K $697M
DD
Du Pont De Nemours, Inc.

Basic Materials
625
+ 7.46%
$69.9 - $78.26 $43.7K - $48.9K
9.01K $702M
LFUS
Littelfuse Inc

Technology
489
New
$228.23 - $271.17 $112K - $133K
489 $127M
AMKR
Amkor Technology, Inc.

Technology
4.1K
+ 311.63%
$21.14 - $29.58 $86.6K - $121K
5.41K $154M
VLY
Valley National Bancorp

Financial Services
11.7K
+ 1192.76%
$9.18 - $11.1 $107K - $130K
12.7K $134M
QRVO
Qorvo, Inc.

Technology
1.36K
+ 10446.15%
$83.6 - $96.31 $114K - $131K
1.37K $125M
CACI
Caci International Inc

Technology
244
+ 24400.0%
N/A
245 $122M
STLD
Steel Dynamics Inc

Basic Materials
769
+ 64.19%
N/A
1.97K $274M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
4.65K
+ 17233.33%
$25.09 - $33.65 $117K - $157K
4.68K $121M
GL
Globe Life Inc.

Financial Services
806
+ 358.22%
$117.6 - $146.55 $94.8K - $118K
1.03K $147M
GFS
Globalfoundries Inc.

Technology
3.33K
+ 13308.0%
$31.62 - $41.66 $105K - $139K
3.35K $120M
A
Agilent Technologies, Inc.

Healthcare
899
+ 376.15%
$112.04 - $128.75 $101K - $116K
1.14K $146M
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.22K
New
$35.51 - $58.78 $114K - $189K
3.22K $117M
DT
Dynatrace, Inc.

Technology
2.39K
+ 21745.45%
$46.04 - $56.64 $110K - $135K
2.4K $116M
ESNT
Essent Group Ltd.

Financial Services
1.81K
+ 881.95%
$55.69 - $65.48 $101K - $118K
2.01K $128M
HPQ
Hp Inc

Technology
4.07K
+ 634.48%
$24.45 - $29.35 $99.4K - $119K
4.71K $128M
SON
Sonoco Products CO

Consumer Cyclical
2.58K
+ 43050.0%
$42.77 - $48.68 $110K - $126K
2.59K $112M
TCBI
Texas Capital Bancshares Inc

Financial Services
1.31K
+ 1135.65%
$79.46 - $89.73 $104K - $117K
1.42K $120M
INTU
Intuit Inc

Technology
234
+ 49.58%
$646.03 - $807.39 $151K - $189K
706 $482M
UAL
United Airlines Holdings, Inc.

Industrials
957
+ 89.94%
$80.05 - $109.36 $76.6K - $105K
2.02K $195M
Gsk PLC Sponsored Adr
1.13K
+ 8.82%
N/A
14K $604M
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