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
DXPE
Dxp Enterprises Inc

Industrials
5
+ 25.0%
$71.8 - $92.02 $359 - $460
25 $2.19M
HONE
Harbor One Bancorp, Inc.

Financial Services
40
+ 66.67%
$9.06 - $11.79 $362 - $472
100 $1.17M
OSUR
Orasure Technologies Inc

Healthcare
190
+ 292.31%
$2.46 - $3.37 $467 - $640
255 $765K
HNRG
Hallador Energy CO

Energy
30
+ 150.0%
$10.3 - $19.53 $309 - $586
50 $792K
IVR
Invesco Mortgage Capital Inc.

Real Estate
70
+ 66.67%
$6.33 - $8.04 $443 - $563
175 $1.37M
SR
Spire Inc

Utilities
15
+ 14.29%
$71.03 - $79.07 $1.07K - $1.19K
120 $8.76M
SIGA
Siga Technologies Inc

Healthcare
50
+ 24.39%
$5.22 - $6.56 $261 - $328
255 $1.66M
AXS
Axis Capital Holdings LTD

Financial Services
5
+ 100.0%
$87.23 - $106.93 $436 - $535
10 $1.04M
UDMY
Udemy, Inc.

Consumer Defensive
95
+ 52.78%
$5.78 - $7.9 $549 - $751
275 $1.93M
Site Ctrs Corp Com
60
+ 63.16%
N/A
155 $1.75M
HUBS
Hubspot Inc

Technology
1
+ 50.0%
$487.07 - $672.24 $487 - $672
3 $1.67M
TILE
Interface Inc

Consumer Cyclical
20
+ 20.83%
$17.79 - $21.16 $356 - $423
116 $2.43M
GERN
Geron Corp

Healthcare
450
+ 72.0%
$1.18 - $1.62 $531 - $729
1.08K $1.52M
AMED
Amedisys Inc

Healthcare
5
+ 100.0%
$91.31 - $98.39 $457 - $492
10 $984K
XNCR
Xencor Inc

Healthcare
105
+ 95.45%
$7.52 - $11.26 $790 - $1.18K
215 $1.69M
SNBR
Sleep Number Corp

Consumer Cyclical
75
+ 500.0%
$4.71 - $11.38 $353 - $854
90 $608K
DNOW
Now Inc.

Energy
75
+ 28.09%
$14.18 - $17.31 $1.06K - $1.3K
342 $5.07M
PEBO
Peoples Bancorp Inc

Financial Services
15
+ 27.27%
$26.85 - $31.02 $403 - $465
70 $2.14M
MRC
Mrc Global Inc.

Energy
15
+ 11.11%
$9.46 - $14.89 $142 - $223
150 $2.06M
TBPH
Theravance Biopharma, Inc.

Healthcare
25
+ 22.73%
$8.32 - $11.25 $208 - $281
135 $1.49M
FFIC
Flushing Financial Corp

Financial Services
50
+ 45.45%
$10.9 - $13.17 $545 - $659
160 $1.9M
AFG
American Financial Group Inc

Financial Services
4
+ 400.0%
$116.9 - $132.12 $468 - $528
5 $631K
PFGC
Performance Food Group CO

Consumer Defensive
5
+ 71.43%
$71.62 - $89.56 $358 - $448
12 $1.05M
SHBI
Shore Bancshares Inc

Financial Services
15
+ 12.5%
$11.78 - $15.72 $177 - $236
135 $2.12M
AMPL
Amplitude, Inc.

Technology
5
+ 2.56%
$7.71 - $12.97 $38.6 - $64.9
200 $2.48M
TFX
Teleflex Inc

Healthcare
6
+ 54.55%
$117.53 - $141.38 $705 - $848
17 $2.01M
RKT
Rocket Companies, Inc.

Financial Services
30
+ 100.0%
$11.11 - $15.4 $333 - $462
60 $851K
IEF
Ishares Barclays

ETFs
4
+ 0.91%
$93.15 - $96.56 $373 - $386
442 $42.3M
EDIT
Editas Medicine, Inc.

Healthcare
150
+ 100.0%
$0.98 - $2.35 $147 - $353
300 $660K
WSBF
Waterstone Financial, Inc.

Financial Services
35
+ 350.0%
$11.86 - $13.94 $415 - $488
45 $621K
MUB
Ishares National Muni Bond ETF

ETFs
5
+ 13.16%
$102.31 - $105.8 $512 - $529
43 $4.49M
TYRA
Tyra Biosciences, Inc.

Healthcare
50
+ 1000.0%
$7.06 - $10.86 $353 - $543
55 $526K
GOOD
Gladstone Commercial Corp

Real Estate
40
+ 27.59%
$13.16 - $15.07 $526 - $603
185 $2.65M
RMR
Rmr Group Inc.

Real Estate
30
+ 63.83%
$13.89 - $16.68 $417 - $500
77 $1.26M
CENX
Century Aluminum CO

Basic Materials
30
+ 25.0%
$13.7 - $20.12 $411 - $604
150 $2.7M
MTDR
Matador Resources CO

Energy
10
+ 1000.0%
$36.67 - $52.23 $367 - $522
11 $525K
VCEL
Vericel Corp

Healthcare
15
+ 18.75%
$37.92 - $45.7 $569 - $686
95 $4.04M
ALEC
Alector, Inc.

Healthcare
330
+ 660.0%
$0.9 - $1.63 $297 - $538
380 $532K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
5
+ 71.43%
$84.41 - $106.28 $422 - $531
12 $1.14M
RYN
Rayonier Inc

Real Estate
27
+ 117.39%
$22.12 - $28.02 $597 - $757
50 $1.11M
MBIN
Merchants Bancorp

Financial Services
20
+ 40.0%
$30.06 - $37.17 $601 - $743
70 $2.32M
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
45
+ 37.5%
$8.21 - $12.77 $369 - $575
165 $1.94M
FHN
First Horizon Corp

Financial Services
20
+ 100.0%
$16.21 - $21.2 $324 - $424
40 $848K
OSPN
One Span Inc.

Technology
20
+ 23.53%
$13.57 - $16.81 $271 - $336
105 $1.75M
WVE
Wave Life Sciences Ltd.

Healthcare
115
+ 62.16%
$5.48 - $8.1 $630 - $932
300 $1.95M
DOX
Amdocs LTD

Technology
5
+ 50.0%
$80.46 - $94.08 $402 - $470
15 $1.37M
REAX
Real Brokerage Inc

Real Estate
95
+ 172.73%
$3.82 - $4.73 $363 - $449
150 $677K
Smurfit Westrock PLC Shs
11
+ 91.67%
N/A
23 $992K
NVST
Envista Holdings Corp

Healthcare
20
+ 80.0%
$14.76 - $19.67 $295 - $393
45 $879K
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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