Rothschild Investment LLC Incresed Positions in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PTC
Ptc Inc.

Technology
42
+ 29.37%
$153.3 - $193.48 $6.44K - $8.13K
185 $28.7M
NX
Quanex Building Products Corp

Industrials
135
+ 540.0%
$18.54 - $24.18 $2.5K - $3.26K
160 $2.97M
FCPT
Four Corners Property Trust, Inc.

Real Estate
75
+ 55.56%
$26.26 - $29.31 $1.97K - $2.2K
210 $6.03M
VIAV
Viavi Solutions Inc.

Technology
130
+ 15.83%
$9.71 - $12.8 $1.26K - $1.66K
951 $10.6M
RL
Ralph Lauren Corp

Consumer Cyclical
13
+ 25.49%
$215.68 - $286.74 $2.8K - $3.73K
64 $14.1M
GATX
Gatx Corp

Industrials
15
+ 37.5%
$149.94 - $167.38 $2.25K - $2.51K
55 $8.54M
OSCR
Oscar Health, Inc.

Healthcare
180
+ 144.0%
$12.83 - $17.3 $2.31K - $3.11K
305 $4M
VRTS
Virtus Investment Partners, Inc.

Financial Services
14
+ 700.0%
$167.94 - $220.1 $2.35K - $3.08K
16 $2.76M
OKE
Oneok Inc

Energy
228
+ 1.32%
$89.57 - $109.85 $20.4K - $25K
17.4K $1.73B
Soleno Therapeutics Inc Com
25
+ 125.0%
N/A
45 $3.22M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
35
+ 77.78%
$63.83 - $75.78 $2.23K - $2.65K
80 $5.49M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
240
+ 78.69%
$8.17 - $10.63 $1.96K - $2.55K
545 $5.04M
PRK
Park National Corp

Financial Services
16
+ 200.0%
$151.4 - $174.01 $2.42K - $2.78K
24 $3.63M
GNL
Global Net Lease, Inc.

Real Estate
245
+ 64.47%
$6.91 - $8.26 $1.69K - $2.02K
625 $5.03M
IIPR
Innovative Industrial Properties Inc

Real Estate
45
+ 300.0%
$54.09 - $74.56 $2.43K - $3.36K
60 $3.25M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
75
+ 101.35%
$31.63 - $35.22 $2.37K - $2.64K
149 $4.77M
BOX
Box Inc

Technology
75
+ 68.18%
$30.22 - $35.39 $2.27K - $2.65K
185 $5.71M
TDS
Telephone & Data Systems Inc

Communication Services
45
+ 42.86%
$32.18 - $40.31 $1.45K - $1.81K
150 $5.81M
IRTC
I Rhythm Technologies, Inc.

Healthcare
15
+ 33.33%
$89.44 - $119.44 $1.34K - $1.79K
60 $6.28M
GPOR
Gulfport Energy Corp

Energy
12
+ 75.0%
$159.2 - $196.22 $1.91K - $2.35K
28 $5.16M
STRL
Sterling Construction CO Inc

Industrials
60
+ 72.29%
$108.65 - $200.56 $6.52K - $12K
143 $16.2M
Concentra Group Holdings Paren Common Stock
91
+ 76.47%
N/A
210 $4.56M
TMDX
Trans Medics Group, Inc.

Healthcare
30
+ 81.08%
$56.73 - $79.42 $1.7K - $2.38K
67 $4.51M
FRSH
Freshworks Inc.

Technology
180
+ 109.09%
$14.11 - $19.75 $2.54K - $3.56K
345 $4.87M
PODD
Insulet Corp

Healthcare
7
+ 3.14%
$237.06 - $288.29 $1.66K - $2.02K
230 $60.4M
UNM
Unum Group

Financial Services
5
+ 2.39%
$71.8 - $83.34 $359 - $417
214 $17.4M
Madison Square Garden Entmt Com Cl A
70
+ 142.86%
N/A
119 $3.9M
CVCO
Cavco Industries Inc.

Consumer Cyclical
3
+ 37.5%
$431.31 - $539.1 $1.29K - $1.62K
11 $5.72M
Curbline Pptys Corp Com
85
+ 94.44%
N/A
175 $4.23M
FBK
Fb Financial Corp

Financial Services
50
+ 142.86%
$44.62 - $54.37 $2.23K - $2.72K
85 $3.94M
SGRY
Surgery Partners, Inc.

Healthcare
85
+ 188.89%
$19.85 - $25.87 $1.69K - $2.2K
130 $3.09M
CPK
Chesapeake Utilities Corp

Utilities
10
+ 8.33%
$116.55 - $130.37 $1.17K - $1.3K
130 $16.7M
ACLX
Arcellx, Inc.

Healthcare
40
+ 88.89%
$60.26 - $79.13 $2.41K - $3.17K
85 $5.58M
INDB
Independent Bank Corp

Financial Services
35
+ 70.0%
$60.31 - $70.29 $2.11K - $2.46K
85 $5.33M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
20
+ 40.0%
$73.82 - $89.02 $1.48K - $1.78K
70 $6.02M
TSN
Tyson Foods, Inc.

Consumer Defensive
30
+ 96.77%
$54.27 - $63.81 $1.63K - $1.91K
61 $3.89M
VC
Visteon Corp

Consumer Cyclical
30
+ 150.0%
$77.62 - $90.68 $2.33K - $2.72K
50 $3.88M
LII
Lennox International Inc

Industrials
4
+ 133.33%
$553.05 - $666.93 $2.21K - $2.67K
7 $3.93M
GSHD
Goosehead Insurance, Inc.

Financial Services
15
+ 50.0%
$98.59 - $123.84 $1.48K - $1.86K
45 $5.31M
PGNY
Progyny, Inc.

Healthcare
80
+ 133.33%
$17.43 - $23.88 $1.39K - $1.91K
140 $3.13M
HCC
Warrior Met Coal, Inc.

Basic Materials
50
+ 111.11%
$46.21 - $57.16 $2.31K - $2.86K
95 $4.53M
PLXS
Plexus Corp

Technology
24
+ 68.57%
$120.51 - $170.49 $2.89K - $4.09K
59 $7.56M
FNA
Paragon 28, Inc.

Healthcare
150
+ 333.33%
$10.25 - $13.09 $1.54K - $1.96K
195 $2.55M
POWI
Power Integrations Inc

Technology
50
+ 125.0%
$50.5 - $66.7 $2.53K - $3.34K
90 $4.55M
VSEC
Vse Corp

Industrials
10
+ 28.57%
$90.47 - $125.62 $905 - $1.26K
45 $5.4M
QTWO
Q2 Holdings, Inc.

Technology
45
+ 60.0%
$71.37 - $102.68 $3.21K - $4.62K
120 $9.6M
Apogee Therapeutics Inc Com
60
+ 240.0%
N/A
85 $3.18M
TALO
Talos Energy Inc.

Energy
210
+ 200.0%
$8.21 - $11.01 $1.72K - $2.31K
315 $3.06M
SPNS
Sapiens International Corp N V

Technology
75
+ 1500.0%
$25.3 - $28.76 $1.9K - $2.16K
80 $2.17M
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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