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
EXAS
Exact Sciences Corp

Healthcare
13
+ 1.18%
$40.31 - $58.08 $524 - $755
1.11K $59.1M
BTI
British American Tobacco P.L.C.

Consumer Defensive
100
+ 8.96%
$39.43 - $49.34 $3.94K - $4.93K
1.22K $57.6M
SYY
Sysco Corp

Consumer Defensive
91
+ 1.42%
$68.0 - $75.91 $6.19K - $6.91K
6.5K $492M
TEF
Telefonica S A

Communication Services
1.86K
+ 70.99%
$4.37 - $5.39 $8.14K - $10K
4.49K $23.5M
VBR
Vanguard Small Cap Value ETF

ETFs
14
+ 1.44%
$162.76 - $195.77 $2.28K - $2.74K
986 $192M
BPMC
Blueprint Medicines Corp

Healthcare
65
+ 100.0%
$79.22 - $128.4 $5.15K - $8.35K
130 $16.7M
CG
Carlyle Group Inc.

Financial Services
25
+ 2.03%
$34.78 - $51.4 $870 - $1.29K
1.26K $64.5M
CCK
Crown Holdings Inc

Consumer Cyclical
5
+ 0.68%
$78.47 - $104.45 $392 - $522
735 $75.7M
SPSC
Sps Commerce Inc

Technology
77
+ 1540.0%
$121.61 - $152.67 $9.36K - $11.8K
82 $11.2M
SAN
Banco Santander, S.A.

Financial Services
165
+ 2.91%
$5.72 - $8.32 $944 - $1.37K
5.83K $48.4M
FN
Fabrinet

Technology
17
+ 32.08%
$171.03 - $298.93 $2.91K - $5.08K
70 $20.6M
LEU
Centrus Energy Corp

Energy
2
+ 2.5%
$54.43 - $208.81 $109 - $418
82 $15M
ING
Ing Groep Nv

Financial Services
153
+ 5.22%
$16.62 - $21.98 $2.54K - $3.36K
3.09K $67.5M
GMS
Gms Inc.

Industrials
85
+ 425.0%
$66.73 - $108.75 $5.67K - $9.24K
105 $11.4M
SONY
Sony Group Corp

Technology
225
+ 3.6%
$21.24 - $26.88 $4.78K - $6.05K
6.47K $168M
RIOT
Riot Blockchain, Inc.

Technology
170
+ 8.98%
$6.29 - $11.3 $1.07K - $1.92K
2.06K $23.3M
INOD
Innodata Inc

Technology
30
+ 5.56%
$29.68 - $51.96 $890 - $1.56K
570 $29.2M
DTM
Dt Midstream, Inc.

Energy
5
+ 0.74%
$87.23 - $109.91 $436 - $550
683 $75.1M
EUDG
Wisdomtree Tr

ETFs
48
+ 1.36%
$29.48 - $35.57 $1.42K - $1.71K
3.59K $125M
BIIB
Biogen Inc.

Healthcare
88
+ 64.71%
$113.38 - $135.49 $9.98K - $11.9K
224 $28.1M
ENSG
Ensign Group, Inc

Healthcare
54
+ 114.89%
$119.93 - $156.36 $6.48K - $8.44K
101 $15.6M
DOV
Dover Corp

Industrials
29
+ 5.36%
$151.14 - $186.7 $4.38K - $5.41K
570 $104M
ABCB
Ameris Bancorp

Financial Services
95
+ 20.88%
$50.69 - $64.92 $4.82K - $6.17K
550 $35.6M
MLM
Martin Marietta Materials Inc

Basic Materials
6
+ 6.98%
$452.51 - $568.19 $2.72K - $3.41K
92 $50.5M
EPAM
Epam Systems, Inc.

Technology
50
+ 79.37%
N/A
113 $20M
CINF
Cincinnati Financial Corp

Financial Services
61
+ 29.76%
$126.6 - $151.6 $7.72K - $9.25K
266 $39.6M
NGG
National Grid PLC

Utilities
50
+ 8.0%
$62.74 - $74.79 $3.14K - $3.74K
675 $50.2M
MKL
Markel Corp

Financial Services
1
+ 1.82%
$1678.5 - $1997.36 $1.68K - $2K
56 $112M
ADP
Automatic Data Processing Inc

Industrials
13
+ 0.75%
$276.76 - $326.81 $3.6K - $4.25K
1.74K $538M
SOFI
So Fi Technologies, Inc.

Financial Services
70
+ 6.01%
$9.5 - $18.21 $665 - $1.27K
1.24K $22.5M
FSS
Federal Signal Corp

Industrials
65
+ 108.33%
$69.23 - $106.42 $4.5K - $6.92K
125 $13.3M
O
Realty Income Corp

Real Estate
163
+ 12.38%
$52.27 - $58.52 $8.52K - $9.54K
1.48K $85.3M
FLS
Flowserve Corp

Industrials
140
+ 32.94%
$39.49 - $53.64 $5.53K - $7.51K
565 $29.6M
Aegon LTD Amer Reg 1 Cert
559
+ 7.61%
N/A
7.91K $57.2M
VRNS
Varonis Systems Inc

Technology
155
+ 193.75%
$37.96 - $50.93 $5.88K - $7.89K
235 $11.9M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
55
+ 18.97%
$25.35 - $64.65 $1.39K - $3.56K
345 $17.2M
AEP
American Electric Power CO Inc

Utilities
366
+ 6.86%
$98.59 - $109.11 $36.1K - $39.9K
5.7K $591M
WHR
Whirlpool Corp

Consumer Cyclical
5
+ 0.7%
$75.71 - $101.42 $379 - $507
717 $72.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
370
+ 20.82%
$99.37 - $134.05 $36.8K - $49.6K
2.15K $243M
ECL
Ecolab Inc.

Basic Materials
5
+ 1.14%
$225.65 - $270.95 $1.13K - $1.35K
443 $119M
DY
Dycom Industries Inc

Industrials
25
+ 104.17%
$138.96 - $245.71 $3.47K - $6.14K
49 $12M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
280
+ 266.67%
$23.18 - $30.7 $6.49K - $8.6K
385 $10.9M
L
Loews Corp

Financial Services
91
+ 57.59%
$80.89 - $92.09 $7.36K - $8.38K
249 $22.8M
WST
West Pharmaceutical Services Inc

Healthcare
38
+ 152.0%
$190.39 - $227.7 $7.23K - $8.65K
63 $13.8M
ACGL
Arch Capital Group Ltd.

Financial Services
97
+ 75.78%
$84.99 - $96.82 $8.24K - $9.39K
225 $20.5M
CL
Colgate Palmolive CO

Consumer Defensive
247
+ 4.82%
$87.57 - $96.0 $21.6K - $23.7K
5.38K $489M
ET
Energy Transfer LP

Energy
850
+ 5.34%
$15.65 - $18.93 $13.3K - $16.1K
16.8K $304M
CRC
California Resources Corp

Energy
175
+ 583.33%
$32.4 - $47.27 $5.67K - $8.27K
205 $9.36M
BMO
Bank Of Montreal

Financial Services
5
+ 1.01%
$87.54 - $110.63 $438 - $553
498 $55.1M
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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