Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FFIN
First Financial Bankshares Inc

Financial Services
105
+ 91.3%
$34.78 - $38.52 $3.65K - $4.04K
220 $7.9M
Primo Brands Corporation Class A Com Shs
85
+ 54.84%
N/A
240 $8.52M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
100
+ 111.11%
$22.39 - $33.23 $2.24K - $3.32K
190 $5.74M
LYV
Live Nation Entertainment, Inc.

Communication Services
28
+ 38.89%
$115.79 - $154.66 $3.24K - $4.33K
100 $13.1M
DGX
Quest Diagnostics Inc

Healthcare
1
+ 0.52%
N/A
195 $33M
BUSE
First Busey Corp

Financial Services
178
+ 296.67%
$21.26 - $25.35 $3.78K - $4.51K
238 $5.14M
BNL
Broadstone Net Lease, Inc.

Real Estate
205
+ 146.43%
$15.2 - $17.25 $3.12K - $3.54K
345 $5.88M
ABM
Abm Industries Inc

Industrials
80
+ 228.57%
$45.51 - $54.64 $3.64K - $4.37K
115 $5.45M
OSIS
Osi Systems Inc

Technology
16
+ 88.89%
$153.35 - $219.6 $2.45K - $3.51K
34 $6.61M
PCH
Potlatchdeltic Corp

Real Estate
75
+ 214.29%
$38.35 - $47.34 $2.88K - $3.55K
110 $4.96M
X
United States Steel Corp

Basic Materials
10
+ 2.62%
$30.47 - $43.0 $305 - $430
392 $16.6M
TNC
Tennant CO

Industrials
45
+ 450.0%
$79.73 - $89.16 $3.59K - $4.01K
55 $4.39M
Atlanta Braves Hldgs Inc Com Ser C
85
+ 113.33%
N/A
160 $6.4M
UNF
Unifirst Corp

Industrials
20
+ 166.67%
$169.33 - $230.5 $3.39K - $4.61K
32 $5.57M
Anaptysbio Inc Com
185
+ 1850.0%
N/A
195 $3.63M
AVA
Avista Corp

Utilities
70
+ 66.67%
$35.2 - $41.01 $2.46K - $2.87K
175 $7.33M
SANM
Sanmina Corp

Technology
45
+ 75.0%
$73.38 - $90.52 $3.3K - $4.07K
105 $8M
BKR
Baker Hughes CO

Energy
31
+ 4.34%
$41.16 - $48.85 $1.28K - $1.51K
745 $32.7M
WRE
Washington Real Estate Investment Trust
185
+ 168.18%
N/A
295 $5.13M
WDFC
Wd 40 CO

Basic Materials
14
+ 140.0%
$226.67 - $250.92 $3.17K - $3.51K
24 $5.86M
PFS
Provident Financial Services Inc

Financial Services
205
+ 372.73%
$16.35 - $19.59 $3.35K - $4.02K
260 $4.46M
MKC
Mccormick & CO Inc

Consumer Defensive
14
+ 3.79%
$71.24 - $84.73 $997 - $1.19K
383 $31.5M
VTWO
Vanguard Russell 2000 ETF

ETFs
76
+ 24.05%
$80.08 - $92.93 $6.09K - $7.06K
392 $31.6M
HOMB
Home Bancshares Inc

Financial Services
120
+ 64.86%
$27.23 - $31.23 $3.27K - $3.75K
305 $8.62M
MUR
Murphy Oil Corp

Energy
130
+ 74.29%
$24.02 - $33.9 $3.12K - $4.41K
305 $8.66M
PATK
Patrick Industries Inc

Consumer Cyclical
39
+ 111.43%
$82.13 - $97.92 $3.2K - $3.82K
74 $6.26M
MIR
Mirion Technologies, Inc.

Industrials
230
New
$13.51 - $18.28 $3.11K - $4.2K
230 $3.34M
EXPO
Exponent Inc

Industrials
45
+ 112.5%
$78.9 - $93.95 $3.55K - $4.23K
85 $6.89M
FE
Firstenergy Corp

Utilities
71
+ 11.51%
$37.95 - $43.5 $2.69K - $3.09K
688 $27.8M
FTV
Fortive Corp

Technology
71
+ 6.6%
$71.82 - $82.98 $5.1K - $5.89K
1.15K $83.9M
BRP
Brp Group, Inc.

Financial Services
65
+ 118.18%
N/A
120 $5.36M
POR
Portland General Electric CO

Utilities
70
+ 66.67%
$40.56 - $45.24 $2.84K - $3.17K
175 $7.81M
XLP
Consumer Staples Sector Spdr

ETFs
3
+ 0.31%
N/A
971 $79.3M
ESE
Esco Technologies Inc

Technology
15
+ 46.88%
$128.92 - $169.65 $1.93K - $2.54K
47 $7.48M
ICUI
Icu Medical Inc

Healthcare
25
+ 138.89%
$130.05 - $172.3 $3.25K - $4.31K
43 $5.97M
JBGS
Jbg Smith Properties

Real Estate
185
+ 74.0%
$14.0 - $15.96 $2.59K - $2.95K
435 $7.01M
RDN
Radian Group Inc

Financial Services
90
+ 65.69%
$30.6 - $34.58 $2.75K - $3.11K
227 $7.51M
PLMR
Palomar Holdings, Inc.

Financial Services
15
+ 42.86%
$101.51 - $136.77 $1.52K - $2.05K
50 $6.85M
PRIM
Primoris Services Corp

Industrials
75
+ 122.95%
$57.27 - $89.03 $4.3K - $6.68K
136 $7.81M
LXP
Lxp Industrial Trust

Real Estate
355
+ 262.96%
$7.72 - $9.22 $2.74K - $3.27K
490 $4.24M
SKY
Skyline Champion Corp

Consumer Cyclical
30
+ 66.67%
$85.72 - $108.14 $2.57K - $3.24K
75 $7.11M
PHG
Koninklijke Philips Nv

Healthcare
120
+ 13.56%
$24.92 - $28.61 $2.99K - $3.43K
1.01K $25.5M
CCS
Century Communities, Inc.

Consumer Cyclical
50
+ 125.0%
$66.87 - $78.83 $3.34K - $3.94K
90 $6.04M
ACIW
Aci Worldwide, Inc.

Technology
50
+ 41.67%
$50.38 - $57.35 $2.52K - $2.87K
170 $9.3M
American Healthcare Reit Inc Com Shs
95
+ 95.0%
N/A
195 $5.91M
GHC
Graham Holdings CO

Consumer Defensive
3
+ 150.0%
$854.34 - $983.77 $2.56K - $2.95K
5 $4.8M
CELH
Celsius Holdings, Inc.

Consumer Defensive
85
New
$21.28 - $35.62 $1.81K - $3.03K
85 $3.03M
ALIT
Alight, Inc.

Technology
545
+ 253.49%
$5.91 - $7.05 $3.22K - $3.84K
760 $4.51M
LCII
Lci Industries

Consumer Cyclical
40
+ 133.33%
$87.4 - $110.52 $3.5K - $4.42K
70 $6.12M
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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