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
Ponce Financial Group Inc Common Stock
5
+ 16.67%
N/A
35 $484K
RYI
Ryerson Holding Corp

Industrials
10
+ 11.76%
$19.19 - $23.45 $192 - $235
95 $2.05M
STAG
Stag Industrial, Inc.

Real Estate
2
+ 4.17%
$30.08 - $37.02 $60.2 - $74
50 $1.81M
Sinclair Inc Cl A
25
+ 20.83%
N/A
145 $2M
UFCS
United Fire Group Inc

Financial Services
5
+ 7.14%
$25.7 - $29.65 $129 - $148
75 $2.15M
ADV
Advantage Solutions Inc.

Communication Services
80
+ 84.21%
$1.09 - $1.65 $87.2 - $132
175 $231K
AMSF
Amerisafe Inc

Financial Services
10
+ 25.0%
N/A
50 $2.19M
CRGY
Crescent Energy CO

Energy
99
+ 34.02%
$7.29 - $11.18 $722 - $1.11K
390 $3.35M
FPI
Farmland Partners Inc.

Real Estate
5
+ 7.14%
$9.8 - $11.79 $49 - $58.9
75 $863K
WDFC
Wd 40 CO

Basic Materials
2
+ 8.33%
$217.49 - $248.93 $435 - $498
26 $5.93M
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
5
+ 6.25%
$13.46 - $16.77 $67.3 - $83.9
85 $1.37M
AURA
Aura Biosciences, Inc.

Healthcare
5
+ 7.14%
$4.9 - $6.97 $24.5 - $34.9
75 $470K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
1
+ 1.32%
$4.41 - $5.47 $4.41 - $5.47
77 $421K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
10
+ 28.57%
N/A
45 $1.12M
OPCH
Option Care Health, Inc.

Healthcare
20
+ 8.0%
$30.69 - $34.95 $614 - $699
270 $8.77M
ARDX
Ardelyx, Inc.

Healthcare
110
+ 27.16%
$3.28 - $5.51 $361 - $606
515 $2.02M
ZIP
Ziprecruiter, Inc.

Industrials
15
+ 27.27%
$4.36 - $6.45 $65.4 - $96.8
70 $351K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
25
+ 26.32%
$6.16 - $7.97 $154 - $199
120 $780K
HCAT
Health Catalyst, Inc.

Healthcare
25
+ 25.0%
$3.58 - $4.52 $89.5 - $113
125 $471K
INTA
Intapp, Inc.

Technology
10
+ 13.33%
$48.49 - $59.55 $485 - $596
85 $4.39M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1
+ 0.67%
$28.02 - $32.37 $28 - $32.4
150 $4.77M
BLFS
Biolife Solutions Inc

Healthcare
5
+ 5.88%
$20.64 - $25.27 $103 - $126
90 $1.94M
COMP
Compass, Inc.

Technology
235
+ 38.84%
$5.8 - $8.98 $1.36K - $2.11K
840 $5.28M
CMPS
Compass Pathways PLC

Healthcare
4
+ 1.33%
N/A
304 $851K
HPK
High Peak Energy, Inc.

Energy
5
+ 25.0%
$7.94 - $12.97 $39.7 - $64.9
25 $245K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
10
+ 1.3%
$17.67 - $18.32 $177 - $183
777 $14M
LBRT
Liberty Energy Inc.

Energy
80
+ 36.36%
$10.0 - $16.08 $800 - $1.29K
300 $3.44M
DBI
Designer Brands Inc.

Consumer Cyclical
5
+ 8.33%
$2.22 - $3.9 $11.1 - $19.5
65 $155K
ALIT
Alight, Inc.

Technology
25
+ 3.29%
$4.69 - $5.89 $117 - $147
785 $4.44M
ALT
Altimmune, Inc.

Healthcare
30
+ 18.18%
$3.5 - $7.71 $105 - $231
195 $755K
EXPD
Expeditors International Of Washington Inc

Industrials
2
+ 3.77%
$102.84 - $122.24 $206 - $244
55 $6.28M
Safehold Inc Com
10
+ 12.5%
N/A
90 $1.4M
BRSP
Bright Spire Capital, Inc.

Real Estate
10
+ 3.23%
$4.3 - $5.59 $43 - $55.9
320 $1.62M
MFA
Mfa Financial, Inc.

Real Estate
5
+ 2.5%
$8.17 - $10.35 $40.9 - $51.8
205 $1.94M
WRE
Washington Real Estate Investment Trust
20
+ 6.78%
N/A
315 $5.01M
EBC
Eastern Bankshares, Inc.

Financial Services
15
+ 4.69%
$14.18 - $16.5 $213 - $248
335 $5.12M
OFIX
Orthofix Medical Inc.

Healthcare
25
+ 31.25%
$10.35 - $16.3 $259 - $408
105 $1.17M
TGTX
Tg Therapeutics, Inc.

Healthcare
20
+ 7.69%
$33.37 - $45.51 $667 - $910
280 $10.1M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
15
+ 11.11%
$25.56 - $33.76 $383 - $506
150 $4.31M
VCYT
Veracyte, Inc.

Healthcare
5
+ 3.7%
$26.39 - $32.62 $132 - $163
140 $3.78M
MNKD
Mannkind Corp

Healthcare
70
+ 18.42%
$3.71 - $5.04 $260 - $353
450 $1.68M
FRT
Federal Realty Investment Trust

Real Estate
10
+ 2.39%
$83.56 - $99.08 $836 - $991
429 $40.8M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
19
+ 1.58%
$10.09 - $10.88 $192 - $207
1.22K $12.7M
MCW
Mister Car Wash, Inc.

Consumer Cyclical
15
+ 8.33%
$6.01 - $8.06 $90.1 - $121
195 $1.17M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
50
+ 17.86%
$21.27 - $26.73 $1.06K - $1.34K
330 $7.24M
JBLU
Jetblue Airways Corp

Industrials
10
+ 1.9%
$3.43 - $5.42 $34.3 - $54.2
535 $2.26M
STLA
Stellantis N.V.

Consumer Cyclical
61
+ 7.69%
$8.53 - $11.27 $520 - $687
854 $8.57M
GDYN
Grid Dynamics Holdings, Inc.

Technology
10
+ 9.09%
$11.48 - $15.63 $115 - $156
120 $1.39M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
21
+ 1.4%
$8.6 - $9.49 $181 - $199
1.52K $13.5M
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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