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
JAMF
Jamf Holding Corp.

Technology
10
+ 6.06%
$9.09 - $12.65 $90.9 - $127
175 $1.66M
XLP
Consumer Staples Sector Spdr

ETFs
4
+ 0.41%
N/A
975 $79M
ADMA
Adma Biologics, Inc.

Healthcare
15
+ 3.9%
$17.6 - $24.51 $264 - $368
400 $7.28M
AKR
Acadia Realty Trust

Real Estate
5
+ 2.44%
$17.49 - $21.18 $87.4 - $106
210 $3.9M
HI
Hillenbrand, Inc.

Industrials
10
+ 6.67%
$18.62 - $24.76 $186 - $248
160 $3.21M
GEO
Geo Group Inc

Real Estate
25
+ 12.2%
$23.11 - $31.67 $578 - $792
230 $5.51M
OGS
One Gas, Inc.

Utilities
20
+ 3.81%
$71.59 - $81.38 $1.43K - $1.63K
545 $39.2M
NEOG
Neogen Corp

Healthcare
80
+ 34.04%
$4.39 - $8.59 $351 - $687
315 $1.51M
EWTX
Edgewise Therapeutics, Inc.

Healthcare
40
+ 33.33%
$11.42 - $20.13 $457 - $805
160 $2.1M
KW
Kennedy Wilson Holdings, Inc.

Real Estate
5
+ 1.41%
$6.07 - $8.61 $30.4 - $43.1
360 $2.45M
ALHC
Alignment Healthcare, Inc.

Healthcare
15
+ 6.67%
$13.7 - $19.78 $206 - $297
240 $3.36M
HRL
Hormel Foods Corp

Consumer Defensive
18
+ 0.89%
$29.11 - $31.44 $524 - $566
2.03K $61.5M
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
45
+ 1.06%
$6.97 - $8.23 $314 - $370
4.3K $34.7M
MHK
Mohawk Industries Inc

Consumer Cyclical
9
+ 4.59%
$97.99 - $117.15 $882 - $1.05K
205 $21.5M
VFC
V F Corp

Consumer Cyclical
45
+ 10.71%
$9.74 - $16.39 $438 - $738
465 $5.46M
UDR
Udr, Inc.

Real Estate
70
+ 7.65%
$38.09 - $45.36 $2.67K - $3.18K
985 $40.2M
AGL
Agilon Health, Inc.

Healthcare
20
+ 3.13%
$2.1 - $5.68 $42 - $114
660 $1.52M
SG
Sweetgreen, Inc.

Consumer Cyclical
15
+ 8.57%
$12.23 - $25.56 $183 - $383
190 $2.83M
IART
Integra Lifesciences Holdings Corp

Healthcare
15
+ 8.33%
$11.6 - $21.78 $174 - $327
195 $2.39M
NRZ
New Residential Investment Corp.

Real Estate
15
+ 0.13%
N/A
11.7K $132M
TTC
Toro CO

Industrials
5
+ 0.5%
$63.51 - $77.8 $318 - $389
1.02K $71.7M
ALC
Alcon Inc

Healthcare
6
+ 1.75%
$82.88 - $98.3 $497 - $590
348 $30.7M
IGE
Ishares Tr North Amern Nat Res

ETFs
855
+ 2.63%
$38.21 - $46.01 $32.7K - $39.3K
33.4K $1.48B
WU
Western Union CO

Financial Services
70
+ 5.7%
$8.37 - $10.63 $586 - $744
1.3K $10.9M
Annaly Capital Management Inc Com New
71
+ 2.98%
N/A
2.45K $46.1M
NOV
Nov Inc.

Energy
146
+ 9.78%
$11.11 - $15.41 $1.62K - $2.25K
1.64K $20.4M
PKG
Packaging Corp Of America

Consumer Cyclical
9
+ 2.03%
$175.97 - $201.36 $1.58K - $1.81K
452 $85.2M
PR
Permian Resources Corporation

Energy
40
+ 0.29%
$10.36 - $14.93 $414 - $597
13.7K $186M
TRGP
Targa Resources Corp.

Energy
17
+ 7.98%
$157.32 - $205.72 $2.67K - $3.5K
230 $40M
BOH
Bank Of Hawaii Corp

Financial Services
25
+ 0.82%
$60.02 - $70.83 $1.5K - $1.77K
3.08K $208M
ZD
Ziff Davis, Inc.

Communication Services
25
+ 5.24%
$29.53 - $38.63 $738 - $966
502 $15.2M
AZN
Astrazeneca PLC

Healthcare
6
+ 0.63%
$64.87 - $75.0 $389 - $450
952 $66.5M
AZO
Autozone Inc

Consumer Cyclical
1
+ 1.49%
$3478.38 - $3880.15 $3.48K - $3.88K
68 $252M
AMCR
Amcor PLC

Consumer Cyclical
1.05K
+ 4.17%
$8.57 - $9.81 $8.99K - $10.3K
26.2K $241M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
20
+ 0.21%
$22.25 - $30.3 $445 - $606
9.7K $266M
SHEL
Shell PLC

Energy
185
+ 3.16%
$59.75 - $73.05 $11.1K - $13.5K
6.04K $425M
AWK
American Water Works Company, Inc.

Utilities
27
+ 2.99%
$133.82 - $151.96 $3.61K - $4.1K
930 $129M
CCI
Crown Castle International Corp

Real Estate
140
+ 1.13%
$94.83 - $107.06 $13.3K - $15K
12.5K $1.29B
MAN
Manpower Group Inc.

Industrials
25
+ 8.33%
$38.37 - $58.77 $959 - $1.47K
325 $13.1M
PAYX
Paychex Inc

Industrials
7
+ 1.13%
$137.01 - $159.78 $959 - $1.12K
625 $90.9M
WY
Weyerhaeuser CO

Real Estate
50
+ 2.9%
$24.69 - $29.48 $1.23K - $1.47K
1.77K $45.5M
CWT
California Water Service Group

Utilities
55
+ 2.04%
$44.67 - $51.36 $2.46K - $2.82K
2.75K $125M
SWK
Stanley Black & Decker, Inc.

Industrials
97
+ 7.13%
$55.86 - $76.98 $5.42K - $7.47K
1.46K $98.7M
TGT
Target Corp

Consumer Defensive
331
+ 4.84%
$88.76 - $105.77 $29.4K - $35K
7.17K $707M
LNC
Lincoln National Corp

Financial Services
14
+ 0.22%
$28.95 - $37.27 $405 - $522
6.52K $225M
BXSL
Blackstone Secured Lending Fund

Financial Services
111
+ 1.52%
$26.88 - $32.74 $2.98K - $3.63K
7.39K $227M
YUM
Yum Brands Inc

Consumer Cyclical
13
+ 1.1%
$138.36 - $161.45 $1.8K - $2.1K
1.19K $177M
DD
Du Pont De Nemours, Inc.

Basic Materials
561
+ 7.17%
$55.13 - $75.25 $30.9K - $42.2K
8.38K $575M
FISV
Fiserv Inc

Technology
284
+ 23.63%
N/A
1.49K $256M
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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