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
HCSG
Healthcare Services Group Inc

Healthcare
75
+ 75.0%
$9.37 - $15.03 $703 - $1.13K
175 $2.63M
PHR
Phreesia, Inc.

Healthcare
50
+ 76.92%
$23.25 - $28.49 $1.16K - $1.42K
115 $3.27M
Rb Global Inc Com
15
+ 750.0%
N/A
17 $1.81M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
77
+ 1.27%
$10.79 - $14.14 $831 - $1.09K
6.15K $84.4M
ANGO
Angiodynamics Inc

Healthcare
160
+ 640.0%
$8.63 - $11.14 $1.38K - $1.78K
185 $1.84M
AVDE
American Centy ETF Tr Avantis

ETFs
3
+ 1.69%
$59.32 - $74.36 $178 - $223
181 $13.4M
ALKT
Alkami Technology, Inc.

Technology
40
+ 40.0%
$22.54 - $31.19 $902 - $1.25K
140 $4.22M
HSC
Harsco Corp

Industrials
160
+ 160.0%
N/A
260 $2.26M
MNDY
Monday.Com Ltd.

Technology
3
+ 33.33%
$217.77 - $314.48 $653 - $943
12 $3.77M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
15
+ 37.5%
$63.06 - $78.98 $946 - $1.18K
55 $4.34M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
65
+ 44.83%
$10.22 - $14.9 $664 - $969
210 $3.13M
AAOI
Applied Optoelectronics, Inc.

Technology
15
+ 13.04%
$10.05 - $27.77 $151 - $417
130 $3.34M
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
15
+ 23.08%
$49.08 - $65.31 $736 - $980
80 $5.11M
PAR
Par Technology Corp

Technology
15
+ 23.08%
$50.87 - $69.82 $763 - $1.05K
80 $5.55M
NTST
Netstreit Corp.

Real Estate
75
+ 27.78%
$14.61 - $16.95 $1.1K - $1.27K
345 $5.84M
SBTX
Silverback Therapeutics, Inc.

Healthcare
60
+ 57.14%
N/A
165 $2.88M
BASE
Couchbase, Inc.

Technology
35
+ 43.75%
$13.44 - $24.58 $470 - $860
115 $2.8M
Alerus Finl Corp Com
65
+ 162.5%
N/A
105 $2.27M
ARVN
Arvinas, Inc.

Healthcare
205
+ 292.86%
$6.07 - $9.62 $1.24K - $1.97K
275 $2.02M
Teekay Tankers LTD Cl A
35
+ 175.0%
N/A
55 $2.3M
EVH
Evolent Health, Inc.

Healthcare
110
+ 68.75%
$7.21 - $11.26 $793 - $1.24K
270 $3.04M
MTG
Mgic Investment Corp

Financial Services
25
+ 9.26%
$22.43 - $28.1 $561 - $703
295 $8.21M
CTS
Cts Corp

Technology
35
+ 140.0%
$34.96 - $43.62 $1.22K - $1.53K
60 $2.56M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3
+ 0.39%
$22.92 - $28.05 $68.8 - $84.2
780 $21.9M
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
615
+ 396.77%
$1.72 - $2.47 $1.06K - $1.52K
770 $1.86M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
35
+ 43.75%
N/A
115 $3.25M
WULF
Terawulf Inc.

Financial Services
185
+ 43.53%
$2.24 - $4.53 $414 - $838
610 $2.67M
VERA
Vera Therapeutics, Inc.

Healthcare
65
+ 144.44%
$18.86 - $32.0 $1.23K - $2.08K
110 $2.59M
DTH
Wisdomtree Tr

ETFs
1
+ 0.26%
$37.84 - $46.83 $37.8 - $46.8
382 $17.7M
Siriusxm Holdings Inc Common Stock
65
+ 325.0%
N/A
85 $1.95M
GFF
Griffon Corp

Industrials
20
+ 33.33%
$64.73 - $74.97 $1.29K - $1.5K
80 $5.79M
EXPI
Exp World Holdings, Inc.

Real Estate
170
+ 226.67%
$7.46 - $9.89 $1.27K - $1.68K
245 $2.23M
PX
P10, Inc.

Financial Services
155
+ 258.33%
$8.91 - $12.2 $1.38K - $1.89K
215 $2.2M
CMP
Compass Minerals International Inc

Basic Materials
15
+ 13.64%
$9.12 - $20.29 $137 - $304
125 $2.51M
PTGX
Protagonist Therapeutics, Inc

Healthcare
15
+ 15.79%
$40.89 - $56.37 $613 - $846
110 $6.08M
GPOR
Gulfport Energy Corp

Energy
5
+ 17.86%
$158.62 - $206.57 $793 - $1.03K
33 $6.64M
ASIX
Advan Six Inc.

Basic Materials
60
+ 115.38%
$18.69 - $24.81 $1.12K - $1.49K
112 $2.66M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
15
+ 33.33%
$89.28 - $103.69 $1.34K - $1.56K
60 $5.98M
COHU
Cohu Inc

Technology
60
+ 85.71%
$13.33 - $19.7 $800 - $1.18K
130 $2.5M
INN
Summit Hotel Properties, Inc.

Real Estate
300
+ 166.67%
$3.74 - $5.47 $1.12K - $1.64K
480 $2.44M
BTU
Peabody Energy Corp

Energy
110
+ 95.65%
$10.31 - $15.28 $1.13K - $1.68K
225 $3.02M
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
315
+ 350.0%
$2.6 - $4.33 $819 - $1.36K
405 $1.73M
OMI
Owens & Minor Inc

Healthcare
160
+ 320.0%
$6.35 - $9.16 $1.02K - $1.47K
210 $1.91M
NMRK
Newmark Group, Inc.

Real Estate
120
+ 50.0%
$10.09 - $12.35 $1.21K - $1.48K
360 $4.37M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
355
+ 645.45%
$3.1 - $4.72 $1.1K - $1.68K
410 $1.67M
WSFS
Wsfs Financial Corp

Financial Services
20
+ 18.18%
$45.9 - $55.54 $918 - $1.11K
130 $7.15M
LAUR
Laureate Education, Inc.

Consumer Defensive
30
+ 12.0%
$18.34 - $23.38 $550 - $701
280 $6.55M
AWR
American States Water CO

Utilities
20
+ 40.0%
$75.1 - $81.3 $1.5K - $1.63K
70 $5.37M
JNPR
Juniper Networks Inc

Technology
15
+ 6.82%
$33.93 - $39.93 $509 - $599
235 $9.38M
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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