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 1501–1550 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ICUI | ICU MED INC COM | 68 | $1K–$15K | SH |
| OI | O-I GLASS INC COM | 657 | $1K–$15K | SH |
| WMG | WARNER MUSIC GROUP CORP COM CL A | 316 | $1K–$15K | SH |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | 76 | $1K–$15K | SH |
| INSW | INTERNATIONAL SEAWAYS INC COM | 199 | $1K–$15K | SH |
| CBU | COMMUNITY FINANCIAL SYSTEM INC COM | 168 | $1K–$15K | SH |
| BOH | BANK HAWAII CORP COM | 141 | $1K–$15K | SH |
| JOBY | JOBY AVIATION INC COMMON STOCK | 726 | $1K–$15K | SH |
| PLUS | EPLUS INC COM | 109 | $1K–$15K | SH |
| BROS | DUTCH BROS INC CL A | 156 | $1K–$15K | SH |
| ATGE | ADTALEM GLOBAL ED INC COM | 92 | $1K–$15K | SH |
| WU | WESTERN UN CO COM | 1K | $1K–$15K | SH |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | 170 | $1K–$15K | SH |
| RUM | RUMBLE INC COM CL A | 2K | $1K–$15K | SH |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | 128 | $1K–$15K | SH |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | 150 | $1K–$15K | SH |
| PEX | PROSHARES GLOBAL LISTED PRIVATE EQUITY ETF | 381 | $1K–$15K | SH |
| LBRT | LIBERTY ENERGY INC COM CL A | 509 | $1K–$15K | SH |
| PJT | PJT PARTNERS INC COM CL A | 56 | $1K–$15K | SH |
| HUBG | HUB GROUP INC CL A | 219 | $1K–$15K | SH |
| GNTX | GENTEX CORP COM | 401 | $1K–$15K | SH |
| DVA | DAVITA INC COM | 82 | $1K–$15K | SH |
| SE | SEA LTD SPONSORD ADS | 73 | $1K–$15K | SH |
| EXPO | EXPONENT INC COM | 134 | $1K–$15K | SH |
| HTZ | HERTZ GLOBAL HLDGS INC COM NEW | 2K | $1K–$15K | SH |
| STZ | CONSTELLATION BRANDS INC CL A | 67 | $1K–$15K | SH |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | 140 | $1K–$15K | SH |
| VICI | VICI PPTYS INC COM | 328 | $1K–$15K | SH |
| BCE | BCE INC COM NEW | 386 | $1K–$15K | SH |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | 46 | $1K–$15K | SH |
| — | BLOCK INC 0.25 11/01/2027 | 10K | $1K–$15K | SH |
| MMSI | MERIT MED SYS INC COM | 104 | $1K–$15K | SH |
| CAR | AVIS BUDGET GROUP COM | 71 | $1K–$15K | SH |
| STNG | SCORPIO TANKERS INC SHS | 179 | $1K–$15K | SH |
| NTNX | NUTANIX INC CL A | 176 | $1K–$15K | SH |
| KGS | KODIAK GAS SVCS INC COM | 243 | $1K–$15K | SH |
| IT | GARTNER INC COM | 36 | $1K–$15K | SH |
| ABM | ABM INDS INC COM | 214 | $1K–$15K | SH |
| CXT | CRANE NXT CO COM | 192 | $1K–$15K | SH |
| UWM | PROSHARES ULTRA RUSSELL2000 | 192 | $1K–$15K | SH |
| CVBF | CVB FINL CORP COM | 484 | $1K–$15K | SH |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | 122 | $1K–$15K | SH |
| VIAV | VIAVI SOLUTIONS INC COM | 501 | $1K–$15K | SH |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | 1K | $1K–$15K | SH |
| SHOO | MADDEN STEVEN LTD COM | 214 | $1K–$15K | SH |
| PNQI | INVESCO NASDAQ INTERNET ETF | 165 | $1K–$15K | SH |
| SEB | SEABOARD CORP DEL COM | 2 | $1K–$15K | SH |
| ZG | ZILLOW GROUP INC CL A | 130 | $1K–$15K | SH |
| ACAD | ACADIA PHARMACEUTICALS INC COM | 332 | $1K–$15K | SH |
| TSPY | TAPPALPHA SPY GROWTH & DAILY INCOME ETF | 347 | $1K–$15K | SH |