CIK 1977181
Root Financial Partners, LLC
Institutional 13F holdings & portfolio
Holdings
2,431
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 601–650 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ODFL | OLD DOMINION FREIGHT LINE INC COM | 437 | $50K–$100K | SH |
| WAB | WABTEC COM | 321 | $50K–$100K | SH |
| ORLY | OREILLY AUTOMOTIVE INC COM | 748 | $50K–$100K | SH |
| CIEN | CIENA CORP COM NEW | 291 | $50K–$100K | SH |
| TSCO | TRACTOR SUPPLY CO COM | 1K | $50K–$100K | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | 138 | $50K–$100K | SH |
| ADM | ARCHER DANIELS MIDLAND CO COM | 1K | $50K–$100K | SH |
| IQV | IQVIA HLDGS INC COM | 296 | $50K–$100K | SH |
| FICO | FAIR ISAAC CORP COM | 39 | $50K–$100K | SH |
| HBAN | HUNTINGTON BANCSHARES INC COM | 4K | $50K–$100K | SH |
| JPEF | JPMORGAN EQUITY FOCUS ETF | 879 | $50K–$100K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 799 | $50K–$100K | SH |
| LH | LABCORP HOLDINGS INC COM SHS | 260 | $50K–$100K | SH |
| DDOG | DATADOG INC CL A COM | 478 | $50K–$100K | SH |
| DHI | D R HORTON INC COM | 451 | $50K–$100K | SH |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 3K | $50K–$100K | SH |
| FTI | TECHNIPFMC PLC COM | 1K | $50K–$100K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | 780 | $50K–$100K | SH |
| WEC | WEC ENERGY GROUP INC COM | 613 | $50K–$100K | SH |
| SPG | SIMON PPTY GROUP INC NEW COM | 344 | $50K–$100K | SH |
| MMTM | STATE STREET SPDR S&P 1500 MOMENTUM TILT ETF | 218 | $50K–$100K | SH |
| MLM | MARTIN MARIETTA MATLS INC COM | 102 | $50K–$100K | SH |
| EW | EDWARDS LIFESCIENCES CORP COM | 743 | $50K–$100K | SH |
| USFD | US FOODS HLDG CORP COM | 840 | $50K–$100K | SH |
| IONQ | IONQ INC COM | 1K | $50K–$100K | SH |
| ORI | OLD REP INTL CORP COM | 1K | $50K–$100K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 388 | $50K–$100K | SH |
| NANR | STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | 923 | $50K–$100K | SH |
| DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | 1K | $50K–$100K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 200 | $50K–$100K | SH |
| GRMN | GARMIN LTD SHS | 308 | $50K–$100K | SH |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 441 | $50K–$100K | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | 29 | $50K–$100K | SH |
| RL | RALPH LAUREN CORP CL A | 175 | $50K–$100K | SH |
| EXE | EXPAND ENERGY CORPORATION COM | 561 | $50K–$100K | SH |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | 979 | $50K–$100K | SH |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 1K | $50K–$100K | SH |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | 2K | $50K–$100K | SH |
| UAN | CVR PARTNERS LP COM | 600 | $50K–$100K | SH |
| CTRA | COTERRA ENERGY INC COM | 2K | $50K–$100K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW COM | 469 | $50K–$100K | SH |
| L | LOEWS CORP COM | 579 | $50K–$100K | SH |
| TOUS | T. ROWE PRICE INTERNATIONAL EQUITY ETF | 2K | $50K–$100K | SH |
| DRI | DARDEN RESTAURANTS INC COM | 329 | $50K–$100K | SH |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | 1K | $50K–$100K | SH |
| NRG | NRG ENERGY INC COM NEW | 379 | $50K–$100K | SH |
| NTAP | NETAPP INC COM | 560 | $50K–$100K | SH |
| EXPD | EXPEDITORS INTL WASH INC COM | 402 | $50K–$100K | SH |
| CBOE | CBOE GLOBAL MKTS INC COM | 235 | $50K–$100K | SH |
| STAG | STAG INDUSTRIAL INC COM | 2K | $50K–$100K | SH |