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
INVA
Innoviva, Inc.

Healthcare
55
+ 78.57%
$17.1 - $21.8 $941 - $1.2K
125 $2.51M
XPEL
Xpel, Inc.

Consumer Cyclical
30
+ 120.0%
$24.72 - $38.85 $742 - $1.17K
55 $1.98M
AHH
Armada Hoffler Properties, Inc.

Real Estate
190
+ 180.95%
$6.37 - $7.42 $1.21K - $1.41K
295 $2.03M
BDN
Brandywine Realty Trust

Real Estate
300
+ 100.0%
$3.5 - $4.58 $1.05K - $1.37K
600 $2.57M
CARG
Car Gurus, Inc.

Communication Services
20
+ 15.38%
$25.19 - $33.64 $504 - $673
150 $5.02M
CMTG
Claros Mortgage Trust, Inc.

Real Estate
465
+ 442.86%
$2.25 - $3.66 $1.05K - $1.7K
570 $1.63M
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
80
+ 66.67%
$4.13 - $10.54 $330 - $843
200 $1.88M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
45
+ 100.0%
$32.45 - $40.68 $1.46K - $1.83K
90 $3M
ABR
Arbor Realty Trust Inc

Real Estate
125
+ 108.7%
$8.92 - $11.89 $1.12K - $1.49K
240 $2.57M
TRMK
Trustmark Corp

Financial Services
25
+ 16.13%
$30.79 - $36.78 $770 - $920
180 $6.56M
AVTR
Avantor, Inc.

Basic Materials
94
+ 494.74%
$11.94 - $16.29 $1.12K - $1.53K
113 $1.52M
WSBC
Wesbanco Inc

Financial Services
34
+ 17.44%
$26.79 - $32.33 $911 - $1.1K
229 $7.24M
TGI
Triumph Group Inc

Industrials
45
+ 40.91%
$24.53 - $25.94 $1.1K - $1.17K
155 $3.99M
NN
Nextnav Inc.

Communication Services
50
+ 34.48%
$10.96 - $15.32 $548 - $766
195 $2.96M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
54
+ 0.46%
$22.54 - $23.17 $1.22K - $1.25K
11.8K $270M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
15
+ 9.32%
$17.57 - $24.45 $264 - $367
176 $4.3M
HL
Hecla Mining CO

Basic Materials
130
+ 13.33%
$4.54 - $6.45 $590 - $839
1.11K $6.62M
AROW
Arrow Financial Corp

Financial Services
45
+ 900.0%
$23.72 - $26.75 $1.07K - $1.2K
50 $1.32M
NEXT
Next Decade Corp.

Energy
105
+ 47.73%
$5.68 - $9.2 $596 - $966
325 $2.9M
Tko Group Holdings Inc Cl A
6
+ 200.0%
N/A
9 $1.64M
CNO
Cno Financial Group, Inc.

Financial Services
55
+ 17.86%
$36.12 - $42.37 $1.99K - $2.33K
363 $14M
LPLA
Lpl Financial Holdings Inc.

Financial Services
3
+ 300.0%
$283.31 - $388.96 $850 - $1.17K
4 $1.5M
EWBC
East West Bancorp Inc

Financial Services
10
+ 71.43%
$71.03 - $101.75 $710 - $1.02K
24 $2.42M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
45
+ 50.0%
$16.1 - $20.85 $725 - $938
135 $2.82M
PEGA
Pegasystems Inc

Technology
30
+ 100.0%
$49.95 - $103.29 $1.5K - $3.1K
60 $3.25M
U S F & G Corp
40
+ 133.33%
N/A
70 $2.24M
NABL
N Able, Inc.

Technology
135
+ 225.0%
$6.22 - $8.3 $840 - $1.12K
195 $1.58M
CLFD
Clearfield, Inc.

Technology
25
+ 500.0%
$25.24 - $43.41 $631 - $1.09K
30 $1.3M
BANR
Banner Corp

Financial Services
15
+ 3.0%
$56.51 - $65.42 $848 - $981
515 $33M
NTLA
Intellia Therapeutics, Inc.

Healthcare
85
+ 54.84%
$6.28 - $9.67 $534 - $822
240 $2.25M
VSEC
Vse Corp

Industrials
5
+ 11.11%
$103.15 - $140.55 $516 - $703
50 $6.55M
ATEC
Alphatec Holdings, Inc.

Healthcare
90
+ 60.0%
$9.43 - $13.03 $849 - $1.17K
240 $2.66M
WRBY
Warby Parker Inc.

Healthcare
30
+ 23.08%
$14.0 - $22.6 $420 - $678
160 $3.51M
SUI
Sun Communities Inc

Real Estate
9
+ 450.0%
$114.62 - $132.25 $1.03K - $1.19K
11 $1.39M
LXP
Lxp Industrial Trust

Real Estate
160
+ 32.65%
$7.22 - $8.85 $1.16K - $1.42K
650 $5.37M
WCC
Wesco International Inc

Industrials
4
+ 30.77%
$132.86 - $186.1 $531 - $744
17 $3.15M
GRNT
Granite Ridge Resources, Inc.
175
+ 437.5%
$4.69 - $6.66 $821 - $1.17K
215 $1.37M
CDNA
Care Dx, Inc.

Healthcare
50
+ 62.5%
$14.18 - $20.08 $709 - $1K
130 $2.54M
SCHR
Schwab Intermediate Term Us Tr

ETFs
44
+ 41.51%
$24.54 - $25.07 $1.08K - $1.1K
150 $3.76M
ECVT
Ecovyst Inc.

Basic Materials
80
+ 35.56%
$5.33 - $8.58 $426 - $686
305 $2.51M
DENN
Denny'S Corp

Consumer Cyclical
265
+ 481.82%
$2.91 - $4.64 $771 - $1.23K
320 $1.31M
PLUS
Eplus Inc

Technology
10
+ 28.57%
$54.77 - $74.09 $548 - $741
45 $3.25M
PAGS
Pag Seguro Digital Ltd.

Technology
50
+ 16.39%
$7.61 - $10.03 $381 - $501
355 $3.42M
PDFS
Pdf Solutions Inc

Technology
50
+ 500.0%
$16.41 - $21.44 $821 - $1.07K
60 $1.28M
XMTR
Xometry, Inc.

Industrials
10
+ 11.76%
$19.34 - $36.75 $193 - $368
95 $3.21M
UCTT
Ultra Clean Holdings, Inc.

Technology
45
+ 69.23%
$17.84 - $22.81 $803 - $1.03K
110 $2.48M
Ardent Health Inc Com
80
+ 400.0%
N/A
100 $1.37M
BMBL
Bumble Inc.

Technology
140
+ 186.67%
$3.65 - $6.59 $511 - $923
215 $1.42M
MTW
Manitowoc CO Inc

Industrials
65
+ 72.22%
$7.24 - $12.25 $471 - $796
155 $1.86M
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