Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CW
Curtiss Wright Corp

Industrials
201
+ 2512.5%
$472.43 - $542.94 $95K - $109K
209 $113M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.25K
+ 10450.0%
$84.43 - $97.93 $106K - $123K
1.27K $107M
BHF
Brighthouse Financial, Inc.

Financial Services
1.98K
+ 4488.64%
$43.36 - $57.59 $85.6K - $114K
2.02K $107M
FNB
Fnb Corp

Financial Services
6.5K
+ 65030.0%
$14.75 - $16.79 $95.9K - $109K
6.51K $105M
XP
Xp Inc.

Financial Services
5.58K
+ 12393.33%
$16.0 - $20.11 $89.2K - $112K
5.62K $106M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.13K
+ 20.18%
$91.44 - $91.77 $103K - $103K
6.71K $616M
AGO
Assured Guaranty LTD

Financial Services
1.21K
+ 12060.0%
$80.41 - $86.64 $97K - $104K
1.22K $103M
GHC
Graham Holdings CO

Consumer Defensive
84
+ 1680.0%
$882.65 - $1184.8 $74.1K - $99.5K
89 $105M
RYN
Rayonier Inc

Real Estate
3.7K
+ 7400.0%
$22.68 - $27.11 $83.9K - $100K
3.75K $99.5M
SF
Stifel Financial Corp

Financial Services
799
+ 101.78%
$105.26 - $116.4 $84.1K - $93K
1.58K $180M
EXLS
Exl Service Holdings, Inc.

Technology
2.21K
New
$41.4 - $45.43 $91.5K - $100K
2.21K $97.3M
HUM
Humana Inc

Healthcare
359
+ 256.43%
$220.41 - $312.0 $79.1K - $112K
499 $130M
TLT
Ishares Barclays 20+ Year Trea

ETFs
234
+ 0.35%
$85.01 - $90.35 $19.9K - $21.1K
66.7K $5.96B
ET
Energy Transfer LP

Energy
6.5K
+ 38.78%
$17.11 - $18.16 $111K - $118K
23.3K $399M
Rubrik Inc. Cl A
1.16K
New
N/A
1.16K $95.2M
NTAP
Net App, Inc.

Technology
271
+ 5.18%
$101.1 - $126.36 $27.4K - $34.2K
5.5K $652M
GILD
Gilead Sciences, Inc.

Healthcare
841
+ 18.53%
$108.22 - $120.47 $91K - $101K
5.38K $597M
W
Wayfair Inc.

Consumer Cyclical
1.02K
+ 1268.75%
$51.99 - $90.17 $52.8K - $91.5K
1.1K $97.8M
EA
Electronic Arts Inc.

Communication Services
30
+ 1.44%
$147.79 - $202.05 $4.43K - $6.06K
2.12K $427M
HOOD
Robinhood Markets, Inc.

Technology
624
+ 709.09%
$91.27 - $143.18 $57K - $89.3K
712 $102M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.42K
+ 3.76%
$58.97 - $60.36 $83.4K - $85.4K
39K $2.34B
C
Citigroup Inc

Financial Services
423
+ 13.94%
$85.57 - $103.49 $36.2K - $43.8K
3.46K $351M
PEGA
Pegasystems Inc

Technology
1.61K
+ 2678.33%
$49.75 - $60.39 $79.9K - $97K
1.67K $95.9M
HAIN
Hain Celestial Group Inc

Consumer Defensive
55.9K
+ 79.82%
$1.44 - $2.15 $80.5K - $120K
126K $199M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
476
+ 140.41%
$185.65 - $214.38 $88.4K - $102K
815 $163M
MRCC
Monroe Capital Corp

Financial Services
12.2K
+ 122.15%
$6.2 - $7.69 $75.7K - $93.9K
22.2K $156M
VRSK
Verisk Analytics, Inc.

Industrials
397
+ 305.38%
$242.3 - $312.95 $96.2K - $124K
527 $133M
ENS
Ener Sys

Industrials
807
+ 2690.0%
$86.09 - $112.96 $69.5K - $91.2K
837 $94.5M
TXT
Textron Inc

Industrials
1.08K
+ 595.03%
$77.02 - $87.21 $83K - $93.9K
1.26K $106M
EHC
Encompass Health Corp

Healthcare
710
New
$107.13 - $127.02 $76.1K - $90.2K
710 $90.2M
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.22K
New
$52.92 - $78.28 $64.6K - $95.5K
1.22K $89.5M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.19K
+ 37.08%
$48.04 - $60.86 $57.1K - $72.3K
4.39K $255M
HUN
Huntsman Corp

Basic Materials
9.82K
+ 15101.54%
$8.87 - $12.07 $87.1K - $118K
9.88K $88.7M
PRI
Primerica, Inc.

Financial Services
317
New
$255.46 - $285.58 $81K - $90.5K
317 $88M
UBS
Ubs Group Ag

Financial Services
1.55K
+ 45.48%
$33.77 - $42.38 $52.3K - $65.6K
4.95K $203M
FHB
First Hawaiian, Inc.

Financial Services
3.54K
New
$23.66 - $26.43 $83.7K - $93.5K
3.54K $87.8M
SONY
Sony Group Corp

Technology
2.4K
+ 37.1%
$23.92 - $30.07 $57.4K - $72.1K
8.87K $255M
K
Kellogg CO

Consumer Defensive
713
+ 6.29%
$76.96 - $82.02 $54.9K - $58.5K
12K $988M
INMD
In Mode Ltd.

Healthcare
5.74K
New
$13.66 - $15.36 $78.3K - $88.1K
5.74K $85.5M
NTRS
Northern Trust Corp

Financial Services
304
+ 5.47%
$123.6 - $134.6 $37.6K - $40.9K
5.86K $788M
FITB
Fifth Third Bancorp

Financial Services
114
+ 0.5%
$40.91 - $46.28 $4.66K - $5.28K
22.8K $1.02B
AYI
Acuity Brands Inc

Industrials
239
New
$287.07 - $344.52 $68.6K - $82.3K
239 $82.3M
PAA
Plains All American Pipeline LP

Energy
5.65K
+ 47.28%
$16.88 - $18.93 $95.4K - $107K
17.6K $300M
BKH
Black Hills Corp

Utilities
1.29K
+ 862.67%
$55.87 - $61.62 $72.3K - $79.7K
1.44K $88.9M
DRS
Leonardo Drs, Inc.
1.75K
New
N/A
1.75K $79.6M
ABCL
Ab Cellera Biologics Inc.

Healthcare
15.8K
New
$3.49 - $5.15 $55.2K - $81.4K
15.8K $79.5M
CORT
Corcept Therapeutics Inc

Healthcare
955
New
$67.17 - $83.9 $64.1K - $80.1K
955 $79.4M
Capital Group Core Balanced ETF
2K
+ 26.25%
N/A
9.62K $334M
MAN
Manpower Group Inc.

Industrials
2.1K
+ 647.08%
$37.33 - $45.7 $78.5K - $96.1K
2.43K $92M
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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