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
ATO
Atmos Energy Corp

Utilities
35
+ 140.0%
$136.51 - $154.58 $4.78K - $5.41K
60 $9.28M
KRYS
Krystal Biotech, Inc.

Healthcare
29
+ 170.59%
$142.64 - $194.44 $4.14K - $5.64K
46 $8.29M
DELL
Dell Technologies Inc.

Technology
97
+ 71.32%
$90.34 - $124.66 $8.76K - $12.1K
233 $21.2M
CBRE
Cbre Group, Inc.

Real Estate
46
+ 4.67%
$121.79 - $147.13 $5.6K - $6.77K
1.03K $135M
OPCH
Option Care Health, Inc.

Healthcare
110
+ 78.57%
$22.7 - $35.2 $2.5K - $3.87K
250 $8.74M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
105
+ 11.71%
$30.38 - $34.94 $3.19K - $3.67K
1K $34.3M
SSB
South State Corp

Financial Services
64
+ 91.43%
$89.4 - $108.33 $5.72K - $6.93K
134 $12.4M
VRSK
Verisk Analytics, Inc.

Industrials
6
+ 3.64%
$268.63 - $301.33 $1.61K - $1.81K
171 $50.9M
CWST
Casella Waste Systems Inc

Industrials
45
+ 75.0%
$104.2 - $115.86 $4.69K - $5.21K
105 $11.7M
CTSH
Cognizant Technology Solutions Corp

Technology
73
+ 11.06%
$75.32 - $90.7 $5.5K - $6.62K
733 $56.1M
MLI
Mueller Industries Inc

Industrials
75
+ 60.0%
$76.14 - $82.67 $5.71K - $6.2K
200 $15.2M
LNTH
Lantheus Holdings, Inc.

Healthcare
50
+ 100.0%
$78.23 - $110.01 $3.91K - $5.5K
100 $9.76M
HLNE
Hamilton Lane Inc

Financial Services
35
+ 74.47%
$137.87 - $170.18 $4.83K - $5.96K
82 $12.2M
ESNT
Essent Group Ltd.

Financial Services
85
+ 94.44%
$53.6 - $59.25 $4.56K - $5.04K
175 $10.1M
RNA
Avidity Biosciences, Inc.

Healthcare
175
+ 388.89%
$27.05 - $35.11 $4.73K - $6.14K
220 $6.49M
KBH
Kb Home

Consumer Cyclical
95
+ 190.0%
$57.73 - $70.05 $5.48K - $6.65K
145 $8.43M
CNP
Centerpoint Energy Inc

Utilities
40
+ 4.88%
$30.87 - $36.25 $1.23K - $1.45K
859 $31.1M
ONB
Old National Bancorp

Financial Services
250
+ 68.49%
$20.11 - $24.45 $5.03K - $6.11K
615 $13M
NOK
Nokia Corp

Technology
192
+ 4.05%
$4.43 - $5.42 $851 - $1.04K
4.93K $26M
SMR
Nuscale Power Corp

Industrials
440
+ 131.34%
$14.16 - $29.08 $6.23K - $12.8K
775 $11M
WBD
Warner Bros. Discovery, Inc.

Communication Services
266
+ 2.02%
$9.47 - $11.46 $2.52K - $3.05K
13.4K $144M
GH
Guardant Health, Inc.

Healthcare
75
+ 51.72%
$31.77 - $49.94 $2.38K - $3.75K
220 $9.37M
MNST
Monster Beverage Corp

Consumer Defensive
10
+ 1.37%
$46.16 - $58.58 $462 - $586
738 $43.2M
TGTX
Tg Therapeutics, Inc.

Healthcare
80
+ 44.44%
$27.67 - $42.99 $2.21K - $3.44K
260 $10.3M
GL
Globe Life Inc.

Financial Services
6
+ 3.0%
$111.2 - $131.72 $667 - $790
206 $27.1M
SR
Spire Inc

Utilities
55
+ 110.0%
$65.62 - $78.25 $3.61K - $4.3K
105 $8.22M
LDOS
Leidos Holdings, Inc.

Technology
47
+ 27.98%
$126.82 - $161.11 $5.96K - $7.57K
215 $29M
LRN
Stride, Inc.

Consumer Defensive
30
+ 66.67%
$106.34 - $142.28 $3.19K - $4.27K
75 $9.49M
EXLS
Exl Service Holdings, Inc.

Technology
90
+ 48.65%
$44.13 - $51.8 $3.97K - $4.66K
275 $13M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
13
+ 65.0%
$272.79 - $355.88 $3.55K - $4.63K
33 $10.9M
INDA
Ishares Msci India Index Fund

ETFs
110
+ 13.8%
$47.8 - $53.4 $5.26K - $5.87K
907 $46.7M
NWSA
News Corp

Communication Services
180
+ 33.33%
$26.29 - $30.49 $4.73K - $5.49K
720 $19.6M
NOVT
Novanta Inc

Technology
40
+ 250.0%
N/A
56 $7.16M
OGS
One Gas, Inc.

Utilities
20
+ 3.96%
$67.77 - $76.05 $1.36K - $1.52K
525 $39.7M
STNE
Stone Co Ltd.

Technology
430
+ 537.5%
$7.85 - $11.45 $3.38K - $4.92K
510 $5.35M
ORA
Ormat Technologies, Inc.

Utilities
65
+ 216.67%
$62.47 - $72.93 $4.06K - $4.74K
95 $6.72M
NMR
Nomura Holdings Inc

Financial Services
475
+ 9.7%
$5.56 - $6.98 $2.64K - $3.32K
5.37K $33M
BALL
Ball Corp

Consumer Cyclical
104
+ 43.51%
$49.04 - $56.53 $5.1K - $5.88K
343 $17.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1
+ 0.04%
$95.85 - $99.25 $95.9 - $99.3
2.27K $225M
FUL
Fuller H B CO

Basic Materials
90
+ 257.14%
$52.88 - $64.28 $4.76K - $5.79K
125 $7.02M
Questar Corp Com
230
+ 200.0%
N/A
345 $6.86M
GWRE
Guidewire Software, Inc.

Technology
2
+ 0.88%
$166.74 - $218.22 $333 - $436
228 $42.7M
SBAC
Sba Communications Corp

Real Estate
15
+ 18.52%
$192.76 - $224.91 $2.89K - $3.37K
96 $21.1M
FELE
Franklin Electric CO Inc

Industrials
50
+ 142.86%
$93.38 - $106.03 $4.67K - $5.3K
85 $7.98M
CINF
Cincinnati Financial Corp

Financial Services
26
+ 14.53%
$133.67 - $147.81 $3.48K - $3.84K
205 $30.3M
OTTR
Otter Tail Corp

Utilities
55
+ 275.0%
$72.43 - $83.38 $3.98K - $4.59K
75 $6.03M
SNN
Smith & Nephew PLC

Healthcare
117
+ 36.79%
$23.89 - $30.34 $2.8K - $3.55K
435 $12.3M
CVI
Cvr Energy Inc

Energy
60
+ 1.18%
$17.71 - $21.83 $1.06K - $1.31K
5.14K $99.6M
AUR
Aurora Innovation, Inc.

Technology
605
+ 58.17%
$6.1 - $10.19 $3.69K - $6.16K
1.65K $11.1M
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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