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
UNF
Unifirst Corp

Industrials
20
+ 166.67%
$169.33 - $230.5 $3.39K - $4.61K
32 $5.57M
Anaptysbio Inc Com
185
+ 1850.0%
N/A
195 $3.63M
AVA
Avista Corp

Utilities
70
+ 66.67%
$35.2 - $41.87 $2.46K - $2.93K
175 $7.33M
SANM
Sanmina Corp

Technology
45
+ 75.0%
$73.38 - $90.52 $3.3K - $4.07K
105 $8M
BKR
Baker Hughes CO

Energy
31
+ 4.34%
$41.16 - $48.85 $1.28K - $1.51K
745 $32.7M
WRE
Washington Real Estate Investment Trust
185
+ 168.18%
N/A
295 $5.13M
WDFC
Wd 40 CO

Basic Materials
14
+ 140.0%
$226.67 - $250.92 $3.17K - $3.51K
24 $5.86M
PFS
Provident Financial Services Inc

Financial Services
205
+ 372.73%
$16.35 - $19.59 $3.35K - $4.02K
260 $4.46M
MKC
Mccormick & CO Inc

Consumer Defensive
14
+ 3.79%
$71.24 - $84.73 $997 - $1.19K
383 $31.5M
VTWO
Vanguard Russell 2000 ETF

ETFs
76
+ 24.05%
$80.08 - $92.93 $6.09K - $7.06K
392 $31.6M
MUR
Murphy Oil Corp

Energy
130
+ 74.29%
$24.02 - $33.9 $3.12K - $4.41K
305 $8.66M
PATK
Patrick Industries Inc

Consumer Cyclical
39
+ 111.43%
$82.13 - $97.92 $3.2K - $3.82K
74 $6.26M
EXPO
Exponent Inc

Industrials
45
+ 112.5%
$78.9 - $93.95 $3.55K - $4.23K
85 $6.89M
FE
Firstenergy Corp

Utilities
71
+ 11.51%
$37.95 - $43.5 $2.69K - $3.09K
688 $27.8M
FTV
Fortive Corp

Technology
71
+ 6.6%
$71.82 - $82.98 $5.1K - $5.89K
1.15K $83.9M
BRP
Brp Group, Inc.

Financial Services
65
+ 118.18%
N/A
120 $5.36M
POR
Portland General Electric CO

Utilities
70
+ 66.67%
$40.56 - $45.24 $2.84K - $3.17K
175 $7.81M
XLP
Consumer Staples Sector Spdr

ETFs
3
+ 0.31%
N/A
971 $79.3M
ESE
Esco Technologies Inc

Technology
15
+ 46.88%
$128.92 - $169.65 $1.93K - $2.54K
47 $7.48M
ICUI
Icu Medical Inc

Healthcare
25
+ 138.89%
$130.05 - $172.3 $3.25K - $4.31K
43 $5.97M
JBGS
Jbg Smith Properties

Real Estate
185
+ 74.0%
$14.0 - $16.11 $2.59K - $2.98K
435 $7.01M
RDN
Radian Group Inc

Financial Services
90
+ 65.69%
$30.6 - $34.58 $2.75K - $3.11K
227 $7.51M
PLMR
Palomar Holdings, Inc.

Financial Services
15
+ 42.86%
$101.51 - $137.08 $1.52K - $2.06K
50 $6.85M
PRIM
Primoris Services Corp

Industrials
75
+ 122.95%
$57.27 - $89.03 $4.3K - $6.68K
136 $7.81M
LXP
Lxp Industrial Trust

Real Estate
355
+ 262.96%
$7.72 - $9.22 $2.74K - $3.27K
490 $4.24M
SKY
Skyline Champion Corp

Consumer Cyclical
30
+ 66.67%
$85.72 - $108.14 $2.57K - $3.24K
75 $7.11M
PHG
Koninklijke Philips Nv

Healthcare
120
+ 13.56%
$24.92 - $28.61 $2.99K - $3.43K
1.01K $25.5M
CCS
Century Communities, Inc.

Consumer Cyclical
50
+ 125.0%
$66.87 - $78.83 $3.34K - $3.94K
90 $6.04M
ACIW
Aci Worldwide, Inc.

Technology
50
+ 41.67%
$50.38 - $57.35 $2.52K - $2.87K
170 $9.3M
American Healthcare Reit Inc Com Shs
95
+ 95.0%
N/A
195 $5.91M
GHC
Graham Holdings CO

Consumer Defensive
3
+ 150.0%
$854.34 - $983.77 $2.56K - $2.95K
5 $4.8M
ALIT
Alight, Inc.

Technology
545
+ 253.49%
$5.91 - $7.05 $3.22K - $3.84K
760 $4.51M
LCII
Lci Industries

Consumer Cyclical
40
+ 133.33%
$87.4 - $110.52 $3.5K - $4.42K
70 $6.12M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
170
+ 55.92%
$15.88 - $17.78 $2.7K - $3.02K
474 $8.28M
PNM
Pnm Resources Inc

Utilities
50
+ 71.43%
N/A
120 $6.42M
WAFD
Washington Federal Inc

Financial Services
110
+ 200.0%
$27.4 - $32.6 $3.01K - $3.59K
165 $4.72M
SWX
Southwest Gas Holdings, Inc.

Utilities
40
+ 72.73%
$68.42 - $78.18 $2.74K - $3.13K
95 $6.82M
TXT
Textron Inc

Industrials
56
+ 20.74%
$70.19 - $81.2 $3.93K - $4.55K
326 $23.6M
KAI
Kadant Inc

Industrials
9
+ 52.94%
$335.28 - $398.39 $3.02K - $3.59K
26 $8.76M
XYL
Xylem Inc.

Industrials
15
+ 4.79%
$114.02 - $132.04 $1.71K - $1.98K
328 $39.2M
PTGX
Protagonist Therapeutics, Inc

Healthcare
50
+ 111.11%
$35.09 - $59.76 $1.75K - $2.99K
95 $4.59M
NPO
Enpro Industries, Inc

Industrials
19
+ 90.48%
$161.21 - $207.46 $3.06K - $3.94K
40 $6.47M
MMSI
Merit Medical Systems Inc

Healthcare
20
+ 25.0%
$95.64 - $110.29 $1.91K - $2.21K
100 $10.6M
LANC
Lancaster Colony Corp

Consumer Defensive
16
+ 145.45%
$166.07 - $196.44 $2.66K - $3.14K
27 $4.73M
HL
Hecla Mining CO

Basic Materials
445
+ 83.96%
$5.07 - $6.37 $2.26K - $2.83K
975 $5.42M
WSM
Williams Sonoma Inc

Consumer Cyclical
18
+ 1800.0%
$158.1 - $217.71 $2.85K - $3.92K
19 $3M
TEX
Terex Corp

Industrials
90
+ 128.57%
$37.65 - $48.97 $3.39K - $4.41K
160 $6.05M
EXR
Extra Space Storage Inc.

Real Estate
21
+ 7.32%
$143.8 - $161.28 $3.02K - $3.39K
308 $45.7M
SM
Sm Energy CO

Energy
105
+ 262.5%
$27.15 - $44.69 $2.85K - $4.69K
145 $4.34M
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
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