CIK 1977181
Root Financial Partners, LLC
Institutional 13F holdings & portfolio
Holdings
2,431
Portfolio Value
$1.94B
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1151–1200 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVCO | CAVCO INDS INC DEL COM | 36 | $21K | SH |
| DPZ | DOMINOS PIZZA INC COM | 51 | $21K | SH |
| FLDR | FIDELITY LOW DURATION BOND FACTOR ETF | 422 | $21K | SH |
| FSS | FEDERAL SIGNAL CORP COM | 195 | $21K | SH |
| BBIO | BRIDGEBIO PHARMA INC COM | 277 | $21K | SH |
| MCY | MERCURY GENL CORP NEW COM | 225 | $21K | SH |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | 272 | $21K | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | 233 | $21K | SH |
| ARCC | ARES CAPITAL CORP COM | 1K | $21K | SH |
| RACE | FERRARI N V COM | 57 | $21K | SH |
| WCN | WASTE CONNECTIONS INC COM | 120 | $21K | SH |
| BCPC | BALCHEM CORP COM | 137 | $21K | SH |
| MOS | MOSAIC CO NEW COM | 871 | $21K | SH |
| FNB | F N B CORP COM | 1K | $21K | SH |
| ESI | ELEMENT SOLUTIONS INC COM | 839 | $21K | SH |
| URBN | URBAN OUTFITTERS INC COM | 278 | $21K | SH |
| BIO | BIO RAD LABS INC CL A | 69 | $21K | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 669 | $21K | SH |
| CPA | COPA HOLDINGS SA CL A | 172 | $21K | SH |
| CRUS | CIRRUS LOGIC INC COM | 175 | $21K | SH |
| TTEK | TETRA TECH INC NEW COM | 616 | $21K | SH |
| BXMT | BLACKSTONE MTG TR INC COM CL A | 1K | $21K | SH |
| MMS | MAXIMUS INC COM | 239 | $21K | SH |
| NTRA | NATERA INC COM | 90 | $21K | SH |
| CMRC | COMMERCE.COM INC COM SER 1 | 5K | $21K | SH |
| ILMN | ILLUMINA INC COM | 157 | $21K | SH |
| RMBS | RAMBUS INC DEL COM | 224 | $21K | SH |
| VLY | VALLEY NATL BANCORP COM | 2K | $20K | SH |
| OLN | OLIN CORP COM PAR $1 | 979 | $20K | SH |
| EXP | EAGLE MATLS INC COM | 98 | $20K | SH |
| HLN | HALEON PLC SPON ADS | 2K | $20K | SH |
| TTC | TORO CO COM | 257 | $20K | SH |
| ABCB | AMERIS BANCORP COM | 272 | $20K | SH |
| AMTM | AMENTUM HOLDINGS INC COM | 694 | $20K | SH |
| DSI | ISHARES ESG MSCI KLD 400 ETF | 156 | $20K | SH |
| PRIM | PRIMORIS SVCS CORP COM | 160 | $20K | SH |
| AGO | ASSURED GUARANTY LTD COM | 221 | $20K | SH |
| AMT | AMERICAN TOWER CORP COM | 113 | $20K | SH |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | 194 | $20K | SH |
| MAT | MATTEL INC COM | 998 | $20K | SH |
| ALC | ALCON AG ORD SHS | 251 | $20K | SH |
| RY | ROYAL BK CDA COM | 116 | $20K | SH |
| SSB | SOUTHSTATE BK CORP COM | 210 | $20K | SH |
| NPO | ENPRO INC COM | 92 | $20K | SH |
| PDI | PIMCO DYNAMIC INCOME FD SHS | 1K | $20K | SH |
| PB | PROSPERITY BANCSHARES INC COM | 283 | $20K | SH |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | 331 | $20K | SH |
| ZTS | ZOETIS INC CL A | 155 | $20K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | 2K | $19K | SH |
| GTES | GATES INDL CORP PLC ORD SHS | 904 | $19K | SH |