Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORA
Ormat Technologies, Inc.

Utilities
65
+ 216.67%
$62.47 - $72.93 $4.06K - $4.74K
95 $6.72M
NMR
Nomura Holdings Inc

Financial Services
475
+ 9.7%
$5.56 - $6.98 $2.64K - $3.32K
5.37K $33M
BALL
Ball Corp

Consumer Cyclical
104
+ 43.51%
$49.04 - $56.53 $5.1K - $5.88K
343 $17.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1
+ 0.04%
$95.85 - $99.25 $95.9 - $99.3
2.27K $225M
FUL
Fuller H B CO

Basic Materials
90
+ 257.14%
$52.88 - $64.28 $4.76K - $5.79K
125 $7.02M
Questar Corp Com
230
+ 200.0%
N/A
345 $6.86M
GWRE
Guidewire Software, Inc.

Technology
2
+ 0.88%
$166.74 - $218.22 $333 - $436
228 $42.7M
SBAC
Sba Communications Corp

Real Estate
15
+ 18.52%
$192.76 - $224.91 $2.89K - $3.37K
96 $21.1M
FELE
Franklin Electric CO Inc

Industrials
50
+ 142.86%
$93.38 - $106.03 $4.67K - $5.3K
85 $7.98M
CINF
Cincinnati Financial Corp

Financial Services
26
+ 14.53%
$133.67 - $147.81 $3.48K - $3.84K
205 $30.3M
SNN
Smith & Nephew PLC

Healthcare
117
+ 36.79%
$23.89 - $30.34 $2.8K - $3.55K
435 $12.3M
CVI
Cvr Energy Inc

Energy
60
+ 1.18%
$17.71 - $21.83 $1.06K - $1.31K
5.14K $99.6M
AUR
Aurora Innovation, Inc.

Technology
605
+ 58.17%
$6.1 - $10.19 $3.69K - $6.16K
1.65K $11.1M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
120
+ 70.59%
$25.2 - $68.74 $3.02K - $8.25K
290 $8.57M
CHKP
Check Point Software Technologies LTD

Technology
4
+ 4.65%
$179.88 - $231.31 $720 - $925
90 $20.5M
ALGN
Align Technology Inc

Healthcare
36
+ 138.46%
$158.86 - $234.89 $5.72K - $8.46K
62 $9.85M
CRS
Carpenter Technology Corp

Industrials
21
+ 38.89%
$172.39 - $212.53 $3.62K - $4.46K
75 $13.6M
NIC
Nicolet Bankshares Inc

Financial Services
10
+ 1.22%
$100.7 - $119.94 $1.01K - $1.2K
830 $90.4M
HEES
H&E Equipment Services, Inc.

Industrials
15
+ 23.08%
$43.93 - $100.57 $659 - $1.51K
80 $7.58M
AROC
Archrock, Inc.

Energy
160
+ 110.34%
$22.72 - $30.34 $3.64K - $4.85K
305 $8M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
75
+ 78.95%
$58.09 - $67.05 $4.36K - $5.03K
170 $10.2M
IESC
Ies Holdings, Inc.

Industrials
28
+ 350.0%
$162.26 - $316.26 $4.54K - $8.86K
36 $5.94M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
120
+ 66.67%
$30.51 - $32.85 $3.66K - $3.94K
300 $9.79M
GTY
Getty Realty Corp

Real Estate
30
+ 0.98%
$29.11 - $31.4 $873 - $942
3.1K $96.7M
CNO
Cno Financial Group, Inc.

Financial Services
75
+ 32.19%
$35.99 - $42.34 $2.7K - $3.18K
308 $12.8M
HQH
Tekla Healthcare Investors

Financial Services
194
+ 3.67%
$16.23 - $18.27 $3.15K - $3.54K
5.48K $89M
ADMA
Adma Biologics, Inc.

Healthcare
180
+ 87.8%
$15.44 - $20.61 $2.78K - $3.71K
385 $7.64M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
85
+ 51.52%
$28.12 - $37.59 $2.39K - $3.2K
250 $8.64M
PD
Pager Duty, Inc.

Technology
225
+ 214.29%
$15.61 - $19.68 $3.51K - $4.43K
330 $6.03M
ENS
Ener Sys

Industrials
45
+ 150.0%
$89.62 - $103.2 $4.03K - $4.64K
75 $6.87M
ESS
Essex Property Trust, Inc.

Real Estate
13
+ 260.0%
N/A
18 $5.52M
AIT
Applied Industrial Technologies Inc

Industrials
21
+ 45.65%
$218.93 - $269.18 $4.6K - $5.65K
67 $15.1M
CVLT
Commvault Systems Inc

Technology
24
+ 60.0%
$146.82 - $187.9 $3.52K - $4.51K
64 $10.1M
SLAB
Silicon Laboratories Inc.

Technology
39
+ 130.0%
$112.57 - $158.7 $4.39K - $6.19K
69 $7.77M
AXSM
Axsome Therapeutics, Inc.

Healthcare
25
+ 71.43%
$80.05 - $137.75 $2K - $3.44K
60 $7M
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
115
+ 230.0%
N/A
165 $4.77M
RMBS
Rambus Inc

Technology
80
+ 53.33%
$51.55 - $68.59 $4.12K - $5.49K
230 $11.9M
NSP
Insperity, Inc.

Industrials
40
+ 133.33%
$69.6 - $94.21 $2.78K - $3.77K
70 $6.25M
JBT
John Bean Technologies Corp

Industrials
35
+ 46.67%
$121.81 - $131.22 $4.26K - $4.59K
110 $13.4M
MHO
M/I Homes, Inc.

Consumer Cyclical
39
+ 134.48%
$113.46 - $138.33 $4.42K - $5.39K
68 $7.76M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
75
+ 100.0%
$52.01 - $61.99 $3.9K - $4.65K
150 $8.01M
ENVA
Enova International, Inc.

Financial Services
40
+ 88.89%
$87.18 - $116.49 $3.49K - $4.66K
85 $8.21M
FBP
First Bancorp

Financial Services
200
+ 222.22%
$17.43 - $21.08 $3.49K - $4.22K
290 $5.56M
LEN
Lennar Corp

Consumer Cyclical
148
+ 24.38%
$113.93 - $141.54 $16.9K - $20.9K
755 $86.7M
FCFS
First Cash Holdings, Inc.

Financial Services
25
+ 51.02%
$102.59 - $120.18 $2.56K - $3K
74 $8.9M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
65
+ 325.0%
N/A
85 $4.96M
AVNT
Avient Corp

Basic Materials
105
+ 420.0%
$36.91 - $44.21 $3.88K - $4.64K
130 $4.83M
CSWI
Csw Industrials, Inc.

Industrials
17
+ 89.47%
$283.77 - $396.86 $4.82K - $6.75K
36 $10.5M
NHI
National Health Investors Inc

Real Estate
50
+ 250.0%
$65.79 - $76.06 $3.29K - $3.8K
70 $5.17M
Activity Summary
Buys All Purchases 1741 New Holdings 181 Increased Positions 1560 Sells All Sells 663 Reductions 660 Sold out 3 Options Calls 0 Puts 0
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