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
NVST
Envista Holdings Corp

Healthcare
20
+ 400.0%
$16.25 - $22.15 $325 - $443
25 $432K
FL
Foot Locker, Inc.

Consumer Cyclical
70
+ 82.35%
$14.1 - $21.67 $987 - $1.52K
155 $2.19M
NRC
National Research Corp

Healthcare
30
+ 300.0%
$12.8 - $18.73 $384 - $562
40 $512K
Disc Medicine Inc Com
15
+ 50.0%
N/A
45 $2.23M
VLUE
Ishares Msci Usa Value Factor

ETFs
1
+ 0.4%
$104.89 - $113.56 $105 - $114
249 $26.6M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
19
+ 1.29%
$9.26 - $9.48 $176 - $180
1.5K $13.9M
MGNI
Magnite, Inc.

Communication Services
90
+ 58.06%
$11.41 - $21.17 $1.03K - $1.91K
245 $2.8M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
10
+ 200.0%
$32.86 - $38.05 $329 - $381
15 $498K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
45
+ 37.5%
$8.02 - $8.72 $361 - $392
165 $1.35M
Labcorp Holdings Inc Com Shs
1
+ 3.7%
N/A
28 $6.52M
PSTL
Postal Realty Trust, Inc.

Real Estate
20
+ 66.67%
$12.42 - $14.39 $248 - $288
50 $714K
Mac Copper Limited Ord Shs
40
+ 72.73%
N/A
95 $906K
DGII
Digi International Inc

Technology
15
+ 37.5%
$27.83 - $35.68 $417 - $535
55 $1.53M
HSIC
Henry Schein Inc

Healthcare
5
+ 14.29%
$68.49 - $81.91 $342 - $410
40 $2.74M
SNA
Snap On Inc

Industrials
1
+ 11.11%
$324.09 - $358.62 $324 - $359
10 $3.37M
MOV
Movado Group Inc

Consumer Cyclical
25
+ 71.43%
$16.72 - $20.24 $418 - $506
60 $1M
Diversified Energy Company PLC Shs New
35
+ 70.0%
N/A
85 $1.15M
SCS
Steelcase Inc

Industrials
40
+ 26.49%
$10.57 - $12.53 $423 - $501
191 $2.09M
SVC
Service Properties Trust

Real Estate
115
+ 104.55%
$2.38 - $2.99 $274 - $344
225 $587K
NVAX
Novavax Inc

Healthcare
85
+ 58.62%
$6.41 - $10.82 $545 - $920
230 $1.47M
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
20
+ 57.14%
$19.72 - $23.56 $394 - $471
55 $1.09M
BRKL
Brookline Bancorp Inc

Financial Services
40
+ 27.59%
$10.72 - $12.69 $429 - $508
185 $2.02M
SCHR
Schwab Intermediate Term Us Tr

ETFs
10
+ 10.42%
$24.05 - $24.86 $241 - $249
106 $2.64M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
40
+ 57.14%
$15.98 - $24.03 $639 - $961
110 $1.78M
DOMO
Domo, Inc.

Technology
35
+ 77.78%
$6.62 - $9.15 $232 - $320
80 $621K
TILE
Interface Inc

Consumer Cyclical
30
+ 45.45%
$18.26 - $25.12 $548 - $754
96 $1.91M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
10
+ 40.0%
N/A
35 $1.09M
LFST
Life Stance Health Group, Inc.

Healthcare
65
+ 33.33%
$6.6 - $8.17 $429 - $531
260 $1.73M
KFRC
Kforce Inc

Industrials
10
+ 40.0%
$48.42 - $56.93 $484 - $569
35 $1.71M
CRMD
Cor Medix Inc.

Healthcare
65
+ 118.18%
$6.16 - $12.57 $400 - $817
120 $739K
DIOD
Diodes Inc

Technology
20
+ 64.52%
$43.17 - $65.74 $863 - $1.31K
51 $2.2M
CAPR
Capricor Therapeutics, Inc.

Healthcare
35
+ 350.0%
$9.49 - $16.11 $332 - $564
45 $427K
LMND
Lemonade, Inc.

Financial Services
20
+ 30.77%
$30.77 - $38.56 $615 - $771
85 $2.67M
GCMG
Gcm Grosvenor Inc.

Financial Services
20
+ 80.0%
$12.49 - $14.41 $250 - $288
45 $595K
FRST
Primis Financial Corp.

Financial Services
40
+ 72.73%
$9.66 - $11.59 $386 - $464
95 $928K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
30
+ 16.67%
$6.22 - $8.25 $187 - $248
210 $1.53M
EGY
Vaalco Energy Inc

Energy
100
+ 66.67%
$3.71 - $4.74 $371 - $474
250 $940K
RM
Regional Management Corp.

Financial Services
10
+ 200.0%
$28.98 - $36.94 $290 - $369
15 $452K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
17
+ 1.43%
$10.55 - $11.13 $179 - $189
1.2K $12.9M
ROCK
Gibraltar Industries, Inc.

Industrials
5
+ 9.09%
$56.2 - $67.05 $281 - $335
60 $3.52M
CMTG
Claros Mortgage Trust, Inc.

Real Estate
80
+ 320.0%
$2.21 - $4.48 $177 - $358
105 $392K
CBU
Community Bank System, Inc.

Financial Services
10
+ 16.67%
$56.08 - $67.99 $561 - $680
70 $3.98M
SHBI
Shore Bancshares Inc

Financial Services
35
+ 41.18%
$13.21 - $16.75 $462 - $586
120 $1.63M
OSPN
One Span Inc.

Technology
30
+ 54.55%
$15.25 - $20.23 $458 - $607
85 $1.3M
VEEV
Veeva Systems Inc

Healthcare
1
+ 50.0%
$210.58 - $246.8 $211 - $247
3 $695K
CMCL
Caledonia Mining Corp PLC

Basic Materials
10
+ 22.22%
$9.09 - $12.49 $90.9 - $125
55 $687K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
20
+ 28.57%
$16.12 - $20.1 $322 - $402
90 $1.65M
IIIN
Insteel Industries Inc

Industrials
10
+ 200.0%
$24.04 - $31.45 $240 - $315
15 $395K
GOGO
Gogo Inc.

Communication Services
30
+ 1500.0%
$6.47 - $8.96 $194 - $269
32 $276K
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
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email