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
PFHC
Pro Frac Holding Corp.

Energy
55
+ 52.38%
N/A
160 $1.24M
PFS
Provident Financial Services Inc

Financial Services
20
+ 7.69%
$14.69 - $17.98 $294 - $360
280 $4.91M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
35
+ 58.33%
$22.96 - $28.29 $804 - $990
95 $2.18M
BRKR
Bruker Corp

Healthcare
11
+ 45.83%
$35.5 - $42.18 $391 - $464
35 $1.44M
MSBI
Midland States Bancorp, Inc.

Financial Services
25
+ 83.33%
$15.14 - $18.77 $379 - $469
55 $953K
SPT
Sprout Social, Inc.

Technology
25
+ 29.41%
$18.88 - $24.49 $472 - $612
110 $2.3M
KN
Knowles Corp

Technology
10
+ 9.52%
$12.76 - $17.97 $128 - $180
115 $2.03M
ODP
Odp Corp

Consumer Cyclical
10
+ 15.38%
$12.08 - $19.08 $121 - $191
75 $1.36M
AVES
American Centy ETF Tr Avantis

ETFs
1
+ 1.67%
$42.02 - $53.63 $42 - $53.6
61 $3.26M
CUBE
Cube Smart

Real Estate
10
+ 100.0%
$35.88 - $43.68 $359 - $437
20 $850K
RRC
Range Resources Corp

Energy
10
+ 66.67%
$32.1 - $43.23 $321 - $432
25 $1.02M
BYD
Boyd Gaming Corp

Consumer Cyclical
5
+ 250.0%
$60.8 - $79.02 $304 - $395
7 $548K
TDS
Telephone & Data Systems Inc

Communication Services
25
+ 16.67%
$31.74 - $39.52 $794 - $988
175 $6.23M
BORR
Borr Drilling LTD

Energy
255
+ 170.0%
$1.61 - $2.29 $411 - $584
405 $741K
MD
Mednax, Inc.

Healthcare
30
+ 18.75%
$12.0 - $15.17 $360 - $455
190 $2.73M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1
+ 0.28%
$116.93 - $119.39 $117 - $119
355 $42.2M
AR
Antero Resources Corp

Energy
10
+ 66.67%
$31.92 - $43.78 $319 - $438
25 $1.01M
NEWT
Newtek Business Services Corp.

Financial Services
40
+ 50.0%
$9.54 - $12.17 $382 - $487
120 $1.35M
Jakks Pac Inc Com New
20
+ 400.0%
N/A
25 $520K
Sable Offshore Corp Com Shs
25
+ 55.56%
N/A
70 $1.54M
KOS
Kosmos Energy Ltd.

Energy
400
+ 76.92%
$1.52 - $2.28 $608 - $912
920 $1.58M
MOFG
Mid West One Financial Group, Inc.

Financial Services
15
+ 30.0%
$25.39 - $29.92 $381 - $449
65 $1.87M
MITK
Mitek Systems Inc

Technology
20
+ 17.39%
$7.11 - $10.34 $142 - $207
135 $1.34M
KIM
Kimco Realty Corp

Real Estate
28
+ 3.03%
$18.7 - $21.69 $524 - $607
952 $20M
EVER
Ever Quote, Inc.

Communication Services
20
+ 40.0%
$20.21 - $26.71 $404 - $534
70 $1.69M
FRPT
Freshpet, Inc.

Consumer Defensive
15
+ 35.71%
$67.88 - $89.64 $1.02K - $1.34K
57 $3.87M
Mineralys Therapeutics Inc Com
35
+ 87.5%
N/A
75 $1.02M
IBCP
Independent Bank Corp

Financial Services
10
+ 28.57%
$28.08 - $32.78 $281 - $328
45 $1.46M
LAMR
Lamar Advertising CO

Real Estate
3
+ 150.0%
$102.35 - $121.67 $307 - $365
5 $607K
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
35
+ 33.33%
$10.32 - $14.76 $361 - $517
140 $1.58M
KRC
Kilroy Realty Corp

Real Estate
10
+ 66.67%
$28.32 - $35.95 $283 - $360
25 $858K
H
Hyatt Hotels Corp

Consumer Cyclical
2
+ 40.0%
$104.22 - $139.65 $208 - $279
7 $978K
INSW
International Seaways, Inc.

Energy
5
+ 9.09%
$28.76 - $40.96 $144 - $205
60 $2.19M
TRP
Tc Energy Corp

Energy
2
+ 1.03%
$44.48 - $51.4 $89 - $103
196 $9.55M
ELAN
Elanco Animal Health Inc

Healthcare
20
+ 100.0%
$8.1 - $14.3 $162 - $286
40 $571K
SGRY
Surgery Partners, Inc.

Healthcare
25
+ 19.23%
$19.3 - $23.94 $483 - $599
155 $3.45M
Magnera Corp Com Shs
30
+ 3000.0%
N/A
31 $374K
CXW
Core Civic, Inc.

Real Estate
10
+ 5.41%
$19.06 - $23.06 $191 - $231
195 $4.11M
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
5
+ 12.5%
$11.16 - $25.9 $55.8 - $130
45 $968K
MATW
Matthews International Corp

Industrials
10
+ 15.38%
$18.8 - $24.36 $188 - $244
75 $1.79M
WASH
Washington Trust Bancorp Inc

Financial Services
20
+ 23.53%
$26.08 - $30.06 $522 - $601
105 $2.97M
AL
Air Lease Corp

Industrials
5
+ 100.0%
$40.46 - $58.71 $202 - $294
10 $585K
VMEO
Vimeo, Inc.

Technology
140
+ 75.68%
$3.89 - $5.27 $545 - $738
325 $1.31M
OMCL
Omnicell, Inc

Healthcare
20
+ 44.44%
$24.63 - $35.46 $493 - $709
65 $1.91M
LECO
Lincoln Electric Holdings Inc

Industrials
1
+ 14.29%
$167.18 - $211.38 $167 - $211
8 $1.66M
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
15
+ 37.5%
$14.71 - $18.89 $221 - $283
55 $1.02M
AGCO
Agco Corp

Industrials
3
+ 150.0%
$75.77 - $108.43 $227 - $325
5 $516K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
15
+ 10.34%
$14.99 - $18.47 $225 - $277
160 $2.81M
FMNB
Farmers National Banc Corp

Financial Services
20
+ 30.77%
$11.92 - $13.89 $238 - $278
85 $1.17M
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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