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
THFF
First Financial Corp

Financial Services
5
+ 100.0%
$43.45 - $53.53 $217 - $268
10 $490K
AOMR
Angel Oak Mortgage, Inc.

Real Estate
25
+ 33.33%
$9.32 - $10.79 $233 - $270
100 $953K
SPOK
Spok Holdings, Inc

Healthcare
15
+ 60.0%
$15.54 - $17.2 $233 - $258
40 $658K
MTX
Minerals Technologies Inc

Basic Materials
10
+ 33.33%
$63.57 - $77.67 $636 - $777
40 $2.54M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
20
+ 36.36%
$25.34 - $32.88 $507 - $658
75 $2.05M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
110
+ 104.76%
$3.0 - $4.24 $330 - $466
215 $671K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
5
+ 20.0%
$35.15 - $41.31 $176 - $207
30 $1.17M
ZS
Zscaler, Inc.

Technology
1
+ 33.33%
$181.66 - $216.87 $182 - $217
4 $794K
FLNC
Fluence Energy, Inc.

Utilities
200
+ 307.69%
$4.85 - $17.66 $970 - $3.53K
265 $1.29M
U S F & G Corp
10
+ 50.0%
N/A
30 $1.08M
Community West Bancshares New Com
15
+ 50.0%
N/A
45 $832K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
45
+ 50.0%
$11.76 - $15.2 $529 - $684
135 $1.59M
PINE
Alpine Income Property Trust, Inc.

Real Estate
15
+ 100.0%
$15.78 - $17.2 $237 - $258
30 $502K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
10
+ 40.0%
$29.2 - $32.92 $292 - $329
35 $1.08M
NEXT
Next Decade Corp.

Energy
30
+ 15.79%
$6.75 - $9.43 $203 - $283
220 $1.71M
OOMA
Ooma Inc

Communication Services
20
+ 133.33%
$12.9 - $15.47 $258 - $309
35 $458K
HOPE
Hope Bancorp Inc

Financial Services
60
+ 28.57%
$10.26 - $12.25 $616 - $735
270 $2.83M
STKL
Sun Opta Inc.

Consumer Defensive
85
+ 141.67%
$4.86 - $7.86 $413 - $668
145 $705K
JLL
Jones Lang Lasalle Inc

Real Estate
1
+ 100.0%
$238.0 - $284.76 $238 - $285
2 $496K
HWC
Hancock Whitney Corp

Financial Services
10
+ 8.0%
$49.61 - $61.03 $496 - $610
135 $7.08M
HSC
Harsco Corp

Industrials
45
+ 81.82%
N/A
100 $665K
CNDT
Conduent Inc

Technology
200
+ 89.29%
$2.7 - $4.42 $540 - $884
424 $1.15M
VREX
Varex Imaging Corp

Healthcare
40
+ 53.33%
$11.52 - $15.2 $461 - $608
115 $1.33M
BRX
Brixmor Property Group Inc.

Real Estate
10
+ 50.0%
N/A
30 $797K
LINC
Lincoln Educational Services Corp

Consumer Defensive
15
+ 42.86%
$14.44 - $18.55 $217 - $278
50 $794K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
35
+ 41.18%
$12.32 - $18.17 $431 - $636
120 $1.48M
COLB
Columbia Banking System, Inc.

Financial Services
10
+ 200.0%
$23.89 - $28.84 $239 - $288
15 $374K
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
85
+ 89.47%
$5.58 - $12.54 $474 - $1.07K
180 $1M
EWTX
Edgewise Therapeutics, Inc.

Healthcare
30
+ 33.33%
$22.0 - $30.03 $660 - $901
120 $2.64M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
10
+ 20.0%
$24.04 - $25.84 $240 - $258
60 $1.55M
TRST
Trustco Bank Corp N Y

Financial Services
10
+ 40.0%
$29.65 - $34.34 $297 - $343
35 $1.07M
MCB
Metropolitan Bank Holding Corp.

Financial Services
5
+ 25.0%
$52.53 - $65.79 $263 - $329
25 $1.4M
COIN
Coinbase Global, Inc.

Technology
4
+ 66.67%
$172.23 - $301.3 $689 - $1.21K
10 $1.72M
LYTS
Lsi Industries Inc

Technology
25
+ 31.25%
$17.0 - $24.72 $425 - $618
105 $1.79M
APLD
Applied Blockchain, Inc.

Financial Services
120
+ 54.55%
$5.62 - $10.65 $674 - $1.28K
340 $1.91M
MMI
Marcus & Millichap, Inc.

Real Estate
10
+ 33.33%
$33.94 - $39.48 $339 - $395
40 $1.38M
KIND
Nextdoor Holdings, Inc.

Communication Services
210
+ 190.91%
$1.53 - $2.75 $321 - $578
320 $490K
FIGS
Figs, Inc.

Consumer Cyclical
95
+ 73.08%
$4.33 - $6.18 $411 - $587
225 $1.03M
RGLD
Royal Gold Inc

Basic Materials
1
+ 50.0%
$132.55 - $163.51 $133 - $164
3 $491K
FISI
Financial Institutions Inc

Financial Services
10
+ 100.0%
$24.96 - $29.63 $250 - $296
20 $499K
ALG
Alamo Group Inc

Industrials
2
+ 11.76%
$172.9 - $190.49 $346 - $381
19 $3.39M
CNK
Cinemark Holdings, Inc.

Communication Services
35
+ 33.02%
$23.74 - $33.06 $831 - $1.16K
141 $3.51M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1
+ 0.53%
$49.67 - $51.43 $49.7 - $51.4
189 $9.67M
UPWK
Upwork, Inc

Industrials
50
+ 38.46%
$12.34 - $17.44 $617 - $872
180 $2.35M
HOUS
Anywhere Real Estate Inc.

Real Estate
65
+ 34.21%
$2.78 - $3.92 $181 - $255
255 $849K
ALTG
Alta Equipment Group Inc.

Industrials
60
+ 171.43%
$4.59 - $7.65 $275 - $459
95 $446K
ARKO
Arko Corp.

Consumer Cyclical
95
+ 158.33%
$3.83 - $7.82 $364 - $743
155 $612K
KRNY
Kearny Financial Corp.

Financial Services
60
+ 30.77%
$6.18 - $7.55 $371 - $453
255 $1.6M
ZIP
Ziprecruiter, Inc.

Industrials
40
+ 266.67%
$5.44 - $8.09 $218 - $324
55 $324K
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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