Rothschild Investment LLC Incresed Positions in Q2 2025

Rothschild Investment LLC

  • $1.6 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UPWK
Upwork, Inc

Industrials
45
+ 25.0%
$11.8 - $17.5 $531 - $788
225 $3.02M
USLM
United States Lime & Minerals Inc

Basic Materials
5
+ 33.33%
$85.25 - $107.02 $426 - $535
20 $2M
OCUL
Ocular Therapeutix, Inc

Healthcare
10
+ 3.39%
$6.02 - $9.46 $60.2 - $94.6
305 $2.83M
CELC
Celcuity Inc.

Healthcare
45
+ 225.0%
$8.21 - $13.35 $369 - $601
65 $868K
APG
A Pi Group Corp

Industrials
10
+ 100.0%
$32.2 - $51.23 $322 - $512
20 $1.02M
CNM
Core & Main, Inc.

Industrials
10
+ 200.0%
$44.53 - $60.36 $445 - $604
15 $905K
Tourmaline Bio Inc Com
40
+ 200.0%
N/A
60 $959K
BLND
Blend Labs, Inc.

Technology
205
+ 35.65%
$3.04 - $3.74 $623 - $767
780 $2.57M
XPO
Xpo Logistics, Inc.

Industrials
2
+ 9.52%
$91.46 - $128.1 $183 - $256
23 $2.91M
AHCO
Adapt Health Corp.

Healthcare
90
+ 62.07%
$7.33 - $10.82 $660 - $974
235 $2.22M
ATR
Aptargroup, Inc.

Healthcare
4
+ 200.0%
$133.66 - $158.53 $535 - $634
6 $939K
CSGS
Csg Systems International Inc

Technology
5
+ 7.69%
$56.51 - $66.33 $283 - $332
70 $4.57M
BRP
Brp Group, Inc.

Financial Services
20
+ 16.67%
N/A
140 $5.99M
HAFC
Hanmi Financial Corp

Financial Services
20
+ 30.77%
$20.42 - $24.81 $408 - $496
85 $2.1M
RNGR
Ranger Energy Services, Inc.

Energy
55
+ 366.67%
$10.65 - $14.48 $586 - $796
70 $836K
TMP
Tompkins Financial Corp

Financial Services
10
+ 66.67%
$55.65 - $65.06 $557 - $651
25 $1.57M
CBSH
Commerce Bancshares Inc

Financial Services
10
+ 200.0%
$55.42 - $65.63 $554 - $656
15 $933K
FNF
Fidelity National Financial, Inc.

Financial Services
13
+ 108.33%
$53.62 - $66.59 $697 - $866
25 $1.4M
SJW
Sjw Group

Utilities
15
+ 25.0%
$50.1 - $56.8 $752 - $852
75 $3.9M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1
+ 6.25%
$140.37 - $177.56 $140 - $178
17 $2.92M
CPF
Central Pacific Financial Corp

Financial Services
20
+ 36.36%
$23.98 - $28.03 $480 - $561
75 $2.1M
WBS
Webster Financial Corp

Financial Services
10
+ 50.0%
$41.76 - $54.91 $418 - $549
30 $1.64M
RBBN
Ribbon Communications Inc.

Communication Services
145
+ 52.73%
$3.05 - $4.05 $442 - $587
420 $1.68M
CLDX
Celldex Therapeutics, Inc.

Healthcare
20
+ 22.22%
$15.13 - $21.65 $303 - $433
110 $2.24M
NVAX
Novavax Inc

Healthcare
100
+ 43.48%
$5.43 - $7.74 $543 - $774
330 $2.08M
Hamilton Insurance Group Ltd. Cl B
25
+ 35.71%
N/A
95 $2.05M
VVI
Viad Corp

Industrials
30
+ 75.0%
N/A
70 $2.02M
PINE
Alpine Income Property Trust, Inc.

Real Estate
45
+ 150.0%
$14.71 - $17.13 $662 - $771
75 $1.1M
HPP
Hudson Pacific Properties, Inc.

Real Estate
255
+ 53.13%
$1.86 - $3.08 $474 - $785
735 $2.01M
TW
Tradeweb Markets Inc.

Financial Services
5
+ 7.69%
$125.37 - $149.02 $627 - $745
70 $10.2M
EE
Excelerate Energy, Inc.

Utilities
20
+ 200.0%
$24.7 - $31.83 $494 - $637
30 $880K
EVRI
Everi Holdings Inc.

Consumer Cyclical
35
+ 22.58%
$13.27 - $14.24 $464 - $498
190 $2.71M
Root Inc Cl A New
5
+ 50.0%
N/A
15 $1.92M
SHEN
Shenandoah Telecommunications CO

Communication Services
40
+ 133.33%
$11.04 - $14.3 $442 - $572
70 $956K
COLL
Collegium Pharmaceutical, Inc

Healthcare
20
+ 44.44%
$24.67 - $30.44 $493 - $609
65 $1.92M
HSII
Heidrick & Struggles International Inc

Industrials
10
+ 25.0%
$37.18 - $45.76 $372 - $458
50 $2.29M
IOSP
Innospec Inc.

Basic Materials
10
+ 40.0%
$82.54 - $95.65 $825 - $957
35 $2.94M
STKL
Sun Opta Inc.

Consumer Defensive
75
+ 51.72%
$3.71 - $6.44 $278 - $483
220 $1.28M
Coherent Corp Com
5
+ 100.0%
N/A
10 $892K
HXL
Hexcel Corp

Industrials
10
+ 1000.0%
$47.49 - $57.32 $475 - $573
11 $621K
XP
Xp Inc.

Financial Services
20
+ 80.0%
$12.69 - $20.62 $254 - $412
45 $909K
RDW
Redwire Corp

Industrials
15
+ 37.5%
$7.51 - $20.57 $113 - $309
55 $897K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
55
+ 18.97%
$7.98 - $10.06 $439 - $553
345 $3.34M
HFWA
Heritage Financial Corp

Financial Services
25
+ 35.71%
$20.97 - $24.5 $524 - $613
95 $2.27M
SONO
Sonos Inc

Technology
50
+ 35.71%
$7.7 - $11.25 $385 - $563
190 $2.05M
PLXS
Plexus Corp

Technology
1
+ 1.69%
$110.95 - $136.15 $111 - $136
60 $8.12M
CBT
Cabot Corp

Basic Materials
15
+ 21.43%
$72.47 - $84.35 $1.09K - $1.27K
85 $6.38M
LADR
Ladder Capital Corp

Real Estate
65
+ 29.55%
$9.86 - $11.4 $641 - $741
285 $3.06M
VTOL
Bristow Group Inc.

Energy
15
+ 37.5%
$25.74 - $34.31 $386 - $515
55 $1.81M
Activity Summary
Buys All Purchases 1597 New Holdings 217 Increased Positions 1380 Sells All Sells 858 Reductions 858 Sold out 0 Options Calls 0 Puts 1
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