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
MA
Mastercard Inc

Financial Services
152
+ 5.64%
$479.92 - $590.74 $72.9K - $89.8K
2.85K $1.6B
Jacobs Solutions Inc Com
4
+ 0.03%
N/A
11.5K $1.51B
INTU
Intuit Inc

Technology
60
+ 14.56%
$544.07 - $787.63 $32.6K - $47.3K
472 $372M
PWR
Quanta Services, Inc.

Industrials
36
+ 4.55%
$239.47 - $381.26 $8.62K - $13.7K
827 $313M
CGUS
Capital Group Core Equity ETF
1.25K
+ 7.41%
$29.93 - $36.93 $37.4K - $46.2K
18.1K $670M
HAIN
Hain Celestial Group Inc

Consumer Defensive
69.8K
+ 30334.78%
$1.45 - $4.16 $101K - $290K
70K $106M
VLO
Valero Energy Corp

Energy
661
+ 10.5%
$104.69 - $141.77 $69.2K - $93.7K
6.96K $935M
EAT
Brinker International, Inc

Consumer Cyclical
15
+ 0.48%
$128.68 - $181.78 $1.93K - $2.73K
3.13K $564M
APH
Amphenol Corp

Technology
254
+ 11.24%
$59.09 - $98.75 $15K - $25.1K
2.51K $248M
VRT
Vertiv Holdings CO

Industrials
12
+ 0.69%
N/A
1.75K $224M
DG
Dollar General Corp

Consumer Defensive
53
+ 1.65%
$86.02 - $114.95 $4.56K - $6.09K
3.27K $374M
ORCC
Owl Rock Capital Corp

Financial Services
8.5K
+ 8.56%
N/A
108K $1.55B
GLD
Spdr Gold Trust

ETFs
180
+ 9.05%
$273.71 - $316.29 $49.3K - $56.9K
2.17K $661M
Blackrock Inc Com
27
+ 4.66%
N/A
606 $636M
JCI
Johnson Controls International PLC

Industrials
347
+ 17.35%
$71.14 - $105.62 $24.7K - $36.7K
2.35K $248M
CGSD
Capital Grp Core Plus Income E
2.58K
+ 1.62%
N/A
163K $4.21B
MPLX
Mplx LP

Energy
2K
+ 21.86%
$46.68 - $53.89 $93.4K - $108K
11.2K $574M
AVAV
Aero Vironment Inc

Industrials
36
+ 8.45%
$111.65 - $284.95 $4.02K - $10.3K
462 $132M
EW
Edwards Lifesciences Corp

Healthcare
22
+ 0.17%
$67.07 - $78.22 $1.48K - $1.72K
13.2K $1.03B
MOD
Modine Manufacturing CO

Consumer Cyclical
211
+ 8.26%
$69.3 - $105.57 $14.6K - $22.3K
2.76K $272M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
186
+ 1.71%
$45.98 - $56.15 $8.55K - $10.4K
11.1K $622M
KRE
Spdr S&P Regional Banking ETF

ETFs
100
+ 0.37%
$48.81 - $59.48 $4.88K - $5.95K
26.9K $1.6B
NU
Nu Holdings Ltd.

Financial Services
1.05K
+ 6.29%
$9.6 - $13.72 $10K - $14.4K
17.7K $242M
COIN
Coinbase Global, Inc.

Technology
195
+ 1950.0%
$151.47 - $375.07 $29.5K - $73.1K
205 $71.9M
EWJ
Ishares Msci Japan ETF

ETFs
67
+ 0.66%
$61.32 - $75.28 $4.11K - $5.04K
10.2K $764M
Nano Nuclear Energy Inc Com
565
+ 9.28%
N/A
6.66K $230M
TGLS
Tecnoglass Inc.

Basic Materials
5
+ 0.04%
$62.7 - $88.42 $314 - $442
11.6K $896M
Capital Group New Geography Equity ETF
2.2K
+ 220.0%
N/A
3.2K $92.2M
ZBRA
Zebra Technologies Corp

Technology
105
+ 7.83%
$213.54 - $309.26 $22.4K - $32.5K
1.45K $446M
DASH
Door Dash, Inc.

Communication Services
200
+ 75.76%
$163.16 - $246.51 $32.6K - $49.3K
464 $114M
RGT
Royce Global Value Trust, Inc.

Financial Services
847
+ 2.37%
$9.34 - $12.03 $7.91K - $10.2K
36.6K $440M
MU
Micron Technology Inc

Technology
6
+ 0.35%
$64.72 - $127.91 $388 - $767
1.73K $214M
IONQ
Ion Q, Inc.

Technology
295
+ 12.16%
$20.68 - $48.04 $6.1K - $14.2K
2.72K $117M
Arista Networks Inc Com Shs
16
+ 0.66%
N/A
2.46K $251M
SRE
Sempra Energy

Utilities
624
+ 19.45%
$63.78 - $78.91 $39.8K - $49.2K
3.83K $290M
WSO
Watsco Inc

Industrials
134
+ 13400.0%
$421.84 - $520.66 $56.5K - $69.8K
135 $59.6M
LHX
L3 Harris Technologies, Inc.

Industrials
197
+ 86.78%
$200.21 - $256.99 $39.4K - $50.6K
424 $106M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
154
+ 1.96%
$53.75 - $67.21 $8.28K - $10.4K
7.99K $529M
EL
Estee Lauder Companies Inc

Consumer Defensive
656
+ 213.68%
$50.06 - $80.8 $32.8K - $53K
963 $77.8M
ENB
Enbridge Inc

Energy
900
+ 5.67%
$41.09 - $47.16 $37K - $42.4K
16.8K $760M
CHTR
Charter Communications, Inc.

Communication Services
9
+ 0.68%
$321.68 - $427.25 $2.9K - $3.85K
1.32K $541M
VB
Vanguard Small Cap ETF

ETFs
75
+ 3.02%
$193.73 - $237.37 $14.5K - $17.8K
2.56K $606M
ON
On Semiconductor Corp

Technology
354
+ 11.25%
$31.95 - $54.21 $11.3K - $19.2K
3.5K $183M
ETR
Entergy Corp

Utilities
678
+ 93.78%
$79.01 - $86.61 $53.6K - $58.7K
1.4K $116M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
850
+ 3.75%
$47.46 - $55.3 $40.3K - $47K
23.5K $1.29B
APA
Apa Corp

Energy
3.09K
+ 319.03%
$14.03 - $21.24 $43.3K - $65.5K
4.05K $74.1M
Linde PLC Shs
47
+ 0.54%
N/A
8.73K $4.1B
OLED
Universal Display Corp Pa

Technology
1
+ 0.03%
$106.6 - $161.02 $107 - $161
3.27K $505M
SIG
Signet Jewelers LTD

Consumer Cyclical
50
+ 2.44%
$50.77 - $82.74 $2.54K - $4.14K
2.1K $167M
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
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