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
ATKR
Atkore Inc.

Industrials
85
+ 566.67%
$52.02 - $71.15 $4.42K - $6.05K
100 $7.06M
RDN
Radian Group Inc

Financial Services
150
+ 66.08%
$30.48 - $36.53 $4.57K - $5.48K
377 $13.6M
Sezzle Inc Com
29
+ 483.33%
N/A
35 $6.27M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5
+ 0.62%
$58.41 - $72.69 $292 - $363
813 $59.1M
VOOV
Vanguard S&P 500 Value ETF

ETFs
22
+ 5.5%
$162.65 - $188.71 $3.58K - $4.15K
422 $79.6M
CF
Cf Industries Holdings, Inc.

Basic Materials
51
+ 59.3%
$68.47 - $102.48 $3.49K - $5.23K
137 $12.6M
SMTC
Semtech Corp

Technology
110
+ 137.5%
$24.34 - $45.62 $2.68K - $5.02K
190 $8.58M
TTMI
Ttm Technologies Inc

Technology
60
+ 36.36%
$17.57 - $40.82 $1.05K - $2.45K
225 $9.19M
ERIC
Ericsson Lm Telephone CO

Technology
402
+ 13.42%
$6.77 - $8.86 $2.72K - $3.56K
3.4K $28.8M
AAT
American Assets Trust, Inc.

Real Estate
280
+ 400.0%
$17.29 - $20.65 $4.84K - $5.78K
350 $6.91M
CLF
Cleveland Cliffs Inc.

Basic Materials
10.6K
+ 8.76%
$5.83 - $8.88 $61.7K - $94K
131K $999M
PUK
Prudential PLC

Financial Services
88
+ 9.51%
$18.03 - $25.49 $1.59K - $2.24K
1.01K $25.3M
RTO
Rentokil Initial PLC

Industrials
211
+ 71.04%
$19.89 - $24.42 $4.2K - $5.15K
508 $12.2M
UBSI
United Bankshares Inc

Financial Services
140
+ 84.85%
$31.5 - $37.32 $4.41K - $5.22K
305 $11.1M
QTWO
Q2 Holdings, Inc.

Technology
40
+ 33.33%
$68.72 - $95.27 $2.75K - $3.81K
160 $15M
HUBG
Hub Group, Inc.

Industrials
160
+ 1066.67%
$31.29 - $38.01 $5.01K - $6.08K
175 $5.85M
PEG
Public Service Enterprise Group Inc

Utilities
36
+ 3.04%
$77.13 - $84.18 $2.78K - $3.03K
1.22K $103M
Brookfield Infrastructure Corp Com Sub Vtg A
30
+ 4.09%
N/A
763 $31.7M
VTRS
Viatris Inc

Healthcare
153
+ 0.88%
$7.26 - $9.12 $1.11K - $1.4K
17.5K $156M
KFY
Korn Ferry

Industrials
65
+ 92.86%
$59.48 - $74.54 $3.87K - $4.85K
135 $9.9M
SITM
Sitime Corp

Technology
15
+ 46.88%
$116.79 - $241.6 $1.75K - $3.62K
47 $10M
SQ
Block, Inc.

Technology
16
+ 5.44%
N/A
310 $21.1M
RE
Everest Re Group LTD

Financial Services
15
+ 1500.0%
N/A
16 $5.44M
CTRE
Care Trust Reit, Inc.

Real Estate
60
+ 3.75%
$26.65 - $30.69 $1.6K - $1.84K
1.66K $50.8M
MARA
Marathon Digital Holdings, Inc.

Financial Services
205
+ 48.81%
N/A
625 $9.8M
HII
Huntington Ingalls Industries, Inc.

Industrials
1
+ 0.79%
$183.31 - $241.46 $183 - $241
127 $30.7M
ROAD
Construction Partners, Inc.

Industrials
20
+ 25.0%
$68.75 - $110.36 $1.38K - $2.21K
100 $10.6M
Reddit Inc Cl A
2
+ 2.0%
N/A
102 $15.4M
CFG
Citizens Financial Group Inc

Financial Services
69
+ 15.0%
$34.27 - $44.75 $2.36K - $3.09K
529 $23.7M
UPST
Upstart Holdings, Inc.

Financial Services
35
+ 25.93%
$34.8 - $64.85 $1.22K - $2.27K
170 $11M
DIOD
Diodes Inc

Technology
80
+ 156.86%
$34.26 - $52.89 $2.74K - $4.23K
131 $6.93M
CVLT
Commvault Systems Inc

Technology
21
+ 32.81%
$139.35 - $190.99 $2.93K - $4.01K
85 $14.8M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
100
+ 20.0%
$25.48 - $31.98 $2.55K - $3.2K
600 $19.2M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
280
+ 400.0%
$9.99 - $16.97 $2.8K - $4.75K
350 $5.53M
ACVA
Acv Auctions Inc.

Consumer Cyclical
280
+ 933.33%
$12.82 - $17.04 $3.59K - $4.77K
310 $5.03M
FULT
Fulton Financial Corp

Financial Services
255
+ 87.93%
$15.13 - $18.4 $3.86K - $4.69K
545 $9.83M
BLKB
Blackbaud Inc

Technology
70
+ 350.0%
$59.04 - $64.55 $4.13K - $4.52K
90 $5.78M
ADNT
Adient PLC

Consumer Cyclical
200
+ 217.39%
$10.34 - $19.72 $2.07K - $3.94K
292 $5.68M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
65
+ 60.75%
$52.22 - $73.66 $3.39K - $4.79K
172 $11.3M
HQY
Healthequity, Inc.

Healthcare
20
+ 14.29%
$76.77 - $113.06 $1.54K - $2.26K
160 $16.8M
JXN
Jackson Financial Inc.

Financial Services
45
+ 60.0%
$70.35 - $89.5 $3.17K - $4.03K
120 $10.7M
MMS
Maximus, Inc.

Industrials
60
+ 88.24%
$65.54 - $76.8 $3.93K - $4.61K
128 $8.99M
AMKR
Amkor Technology, Inc.

Technology
27
+ 2.1%
$14.88 - $21.18 $402 - $572
1.32K $27.6M
INGR
Ingredion Inc

Consumer Defensive
32
+ 3200.0%
$123.22 - $140.95 $3.94K - $4.51K
33 $4.48M
HMC
Honda Motor CO LTD

Consumer Cyclical
77
+ 6.18%
$25.0 - $30.93 $1.93K - $2.38K
1.32K $38.1M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
50
+ 20.0%
$30.14 - $45.12 $1.51K - $2.26K
300 $13M
CI
Cigna Corp

Healthcare
10
+ 1.36%
$301.89 - $340.04 $3.02K - $3.4K
748 $247M
CDE
Coeur Mining, Inc.

Basic Materials
20
+ 1.43%
$4.81 - $9.46 $96.2 - $189
1.42K $12.6M
PNM
Pnm Resources Inc

Utilities
70
+ 58.33%
N/A
190 $10.7M
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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