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 851–900 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PFGC | PERFORMANCE FOOD GROUP CO COM | 401 | $15K–$50K | SH |
| BBY | BEST BUY INC COM | 538 | $15K–$50K | SH |
| ENS | ENERSYS COM | 245 | $15K–$50K | SH |
| LAD | LITHIA MTRS INC COM | 108 | $15K–$50K | SH |
| HMC | HONDA MOTOR LTD ADR ECH CNV IN 3 | 1K | $15K–$50K | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 840 | $15K–$50K | SH |
| BURL | BURLINGTON STORES INC COM | 124 | $15K–$50K | SH |
| TRMB | TRIMBLE INC COM | 456 | $15K–$50K | SH |
| CMC | COMMERCIAL METALS CO COM | 511 | $15K–$50K | SH |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | 208 | $15K–$50K | SH |
| CG | CARLYLE GROUP INC COM | 597 | $15K–$50K | SH |
| SCI | SERVICE CORP INTL COM | 451 | $15K–$50K | SH |
| AVY | AVERY DENNISON CORP COM | 193 | $15K–$50K | SH |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 925 | $15K–$50K | SH |
| NVT | NVENT ELECTRIC PLC SHS | 343 | $15K–$50K | SH |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | 172 | $15K–$50K | SH |
| TSN | TYSON FOODS INC CL A | 593 | $15K–$50K | SH |
| SANM | SANMINA CORP COM | 231 | $15K–$50K | SH |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | 863 | $15K–$50K | SH |
| BATT | AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF | 3K | $15K–$50K | SH |
| BJ | BJS WHSL CLUB HLDGS INC COM | 384 | $15K–$50K | SH |
| WBS | WEBSTER FINL CORP COM | 548 | $15K–$50K | SH |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 727 | $15K–$50K | SH |
| ALV | AUTOLIV INC COM | 290 | $15K–$50K | SH |
| SN | SHARKNINJA INC COM SHS | 307 | $15K–$50K | SH |
| FIVE | FIVE BELOW INC COM | 182 | $15K–$50K | SH |
| WTFC | WINTRUST FINL CORP COM | 245 | $15K–$50K | SH |
| RQI | COHEN & STEERS QUALITY INCOME COM | 3K | $15K–$50K | SH |
| EXEL | EXELIXIS INC COM | 781 | $15K–$50K | SH |
| RMD | RESMED INC COM | 142 | $15K–$50K | SH |
| KHC | KRAFT HEINZ CO COM | 1K | $15K–$50K | SH |
| FOX | FOX CORP CL B COM | 521 | $15K–$50K | SH |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 1K | $15K–$50K | SH |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 735 | $15K–$50K | SH |
| VLTO | VERALTO CORP COM SHS | 337 | $15K–$50K | SH |
| GVA | GRANITE CONSTR INC COM | 291 | $15K–$50K | SH |
| EHC | ENCOMPASS HEALTH CORP COM | 316 | $15K–$50K | SH |
| DVN | DEVON ENERGY CORP NEW COM | 915 | $15K–$50K | SH |
| VFVA | VANGUARD U.S. VALUE FACTOR ETF | 252 | $15K–$50K | SH |
| FLS | FLOWSERVE CORP COM | 480 | $15K–$50K | SH |
| BWA | BORGWARNER INC COM | 738 | $15K–$50K | SH |
| APTV | APTIV PLC COM SHS | 437 | $15K–$50K | SH |
| TYL | TYLER TECHNOLOGIES INC COM | 73 | $15K–$50K | SH |
| U | UNITY SOFTWARE INC COM | 750 | $15K–$50K | SH |
| EG | EVEREST GROUP LTD COM | 97 | $15K–$50K | SH |
| RIO | RIO TINTO PLC SPONSORED ADR | 411 | $15K–$50K | SH |
| KAI | KADANT INC COM | 115 | $15K–$50K | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | 625 | $15K–$50K | SH |
| MSCI | MSCI INC COM | 57 | $15K–$50K | SH |
| D | DOMINION ENERGY INC COM | 557 | $15K–$50K | SH |