Rothschild Investment LLC Reduced Holdings in Q2 2025

Rothschild Investment LLC

  • $1.6 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NTR
Nutrien Ltd.

Basic Materials
-67
- 6.45%
$46.88 - $62.89 $3.14K - $4.21K
971 $56.5M
HUBB
Hubbell Inc

Industrials
-1
- 1.39%
$315.94 - $408.41 $316 - $408
71 $29M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-20
- 3.58%
$61.92 - $81.5 $1.24K - $1.63K
538 $43.8M
PRDO
Perdoceo Education Corp

Consumer Defensive
-19.4K
- 22.76%
$24.24 - $34.1 $470K - $661K
65.8K $2.15B
SYF
Synchrony Financial

Financial Services
-83
- 9.63%
$43.81 - $66.74 $3.64K - $5.54K
779 $52M
HPE
Hewlett Packard Enterprise CO

Technology
-432
- 14.2%
$12.51 - $20.45 $5.4K - $8.83K
2.61K $53.4M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-91
- 5.33%
$19.5 - $30.4 $1.77K - $2.77K
1.62K $47.3M
CNQ
Canadian Natural Resources LTD

Energy
-317
- 1.11%
$25.14 - $34.01 $7.97K - $10.8K
28.3K $889M
VPU
Vanguard Utilities ETF

ETFs
-100
- 2.23%
$158.36 - $178.82 $15.8K - $17.9K
4.39K $775M
CME
Cme Group Inc.

Financial Services
-50
- 2.29%
$252.37 - $290.71 $12.6K - $14.5K
2.13K $587M
HEI
Heico Corp

Industrials
-10
- 4.5%
$236.44 - $328.0 $2.36K - $3.28K
212 $69.5M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-62
- 0.22%
$7.2 - $8.65 $446 - $536
27.8K $241M
GWRE
Guidewire Software, Inc.

Technology
-1
- 0.44%
$172.73 - $257.37 $173 - $257
227 $53.4M
JBL
Jabil Inc

Technology
-6
- 4.08%
$116.88 - $218.1 $701 - $1.31K
141 $30.8M
DKNG
Draft Kings Inc.

Consumer Cyclical
-6
- 0.48%
$31.67 - $42.89 $190 - $257
1.23K $52.9M
MPWR
Monolithic Power Systems Inc

Technology
-19
- 10.98%
$455.19 - $737.73 $8.65K - $14K
154 $113M
SAP
Sap Se

Technology
-6
- 1.49%
$237.53 - $309.8 $1.43K - $1.86K
396 $120M
VMC
Vulcan Materials CO

Basic Materials
-1
- 0.21%
$226.49 - $276.01 $226 - $276
475 $124M
BWA
Borgwarner Inc

Consumer Cyclical
-65
- 1.99%
$24.84 - $33.92 $1.61K - $2.2K
3.21K $107M
FFIV
F5, Inc.

Technology
-4
- 0.71%
$239.25 - $295.9 $957 - $1.18K
563 $166M
ASML
Asml Holding Nv

Technology
-20
- 8.97%
$595.37 - $815.24 $11.9K - $16.3K
203 $163M
USB
Us Bancorp \De\

Financial Services
-412
- 3.69%
$36.4 - $45.76 $15K - $18.9K
10.7K $486M
STWD
Starwood Property Trust, Inc.

Real Estate
-660
- 0.69%
$17.28 - $20.41 $11.4K - $13.5K
95.3K $1.91B
CAH
Cardinal Health Inc

Healthcare
-56
- 6.47%
$125.0 - $168.0 $7K - $9.41K
810 $136M
ISRG
Intuitive Surgical Inc

Healthcare
-16
- 2.85%
$451.58 - $565.94 $7.23K - $9.06K
545 $296M
BEN
Franklin Resources Inc

Financial Services
-1.22K
- 11.74%
$16.66 - $23.85 $20.3K - $29K
9.15K $218M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-105
- 0.72%
$37.18 - $42.55 $3.9K - $4.47K
14.4K $613M
MCK
Mckesson Corp

Healthcare
-7
- 1.56%
$652.83 - $732.78 $4.57K - $5.13K
442 $324M
AXON
Axon Enterprise, Inc.

Industrials
-4
- 4.71%
$497.13 - $827.94 $1.99K - $3.31K
81 $67.1M
CGEN
Compugen LTD

Healthcare
-10K
- 5.22%
$1.18 - $1.79 $11.8K - $17.9K
181K $302M
GM
General Motors CO

Consumer Cyclical
-66
- 0.55%
$42.48 - $50.46 $2.8K - $3.33K
12K $588M
FIX
Comfort Systems Usa Inc

Industrials
-5
- 4.17%
$296.51 - $536.21 $1.48K - $2.68K
115 $61.7M
VCR
Vanguard Consumer Discretionar

ETFs
-15
- 1.79%
$290.42 - $364.35 $4.36K - $5.47K
822 $298M
WTFC
Wintrust Financial Corp

Financial Services
-78
- 2.53%
$95.17 - $124.21 $7.42K - $9.69K
3.01K $373M
C
Citigroup Inc

Financial Services
-236
- 7.22%
$58.13 - $85.12 $13.7K - $20.1K
3.03K $258M
BSX
Boston Scientific Corp

Healthcare
-22
- 0.48%
$89.7 - $107.41 $1.97K - $2.36K
4.57K $491M
FCX
Freeport Mcmoran Inc

Basic Materials
-3.51K
- 10.7%
$29.15 - $44.46 $102K - $156K
29.3K $1.27B
ASB
Associated Banc Corp

Financial Services
-195
- 1.04%
$18.91 - $24.56 $3.69K - $4.79K
18.6K $453M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-1
- 0.01%
$87.19 - $111.51 $87.2 - $112
6.99K $772M
KR
Kroger CO

Consumer Defensive
-28
- 0.35%
$64.62 - $74.0 $1.81K - $2.07K
8.02K $575M
RF
Regions Financial Corp

Financial Services
-568
- 2.26%
$18.34 - $23.52 $10.4K - $13.4K
24.6K $579M
SPGI
S&P Global Inc.

Financial Services
-26
- 0.98%
$438.31 - $527.29 $11.4K - $13.7K
2.63K $1.39B
CGXU
Capital Group Intl Focus Equit

ETFs
-200
- 1.24%
$21.44 - $27.35 $4.29K - $5.47K
16K $433M
OSK
Oshkosh Corp

Industrials
-45
- 1.98%
$79.17 - $113.62 $3.56K - $5.11K
2.23K $253M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-598
- 0.87%
$81.66 - $93.76 $48.8K - $56.1K
68.5K $6.42B
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-450
- 1.53%
$19.51 - $23.9 $8.78K - $10.8K
29K $693M
CTAS
Cintas Corp

Industrials
-20
- 0.74%
$190.11 - $227.66 $3.8K - $4.55K
2.67K $595M
HWM
Howmet Aerospace Inc.

Industrials
-47
- 4.99%
$112.33 - $186.13 $5.28K - $8.75K
894 $166M
CMI
Cummins Inc

Industrials
-378
- 3.15%
$267.12 - $336.65 $101K - $127K
11.6K $3.81B
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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