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 1951–2000 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | 117 | $1K–$15K | SH |
| NATL | NCR ATLEOS CORPORATION COM SHS | 65 | $1K–$15K | SH |
| CALF | PACER US SMALL CAP CASH COWS ETF | 55 | $1K–$15K | SH |
| HTO | H2O AMERICA COM | 49 | $1K–$15K | SH |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | 26 | $1K–$15K | SH |
| EFSC | ENTERPRISE FINL SVCS CORP COM | 44 | $1K–$15K | SH |
| GIL | GILDAN ACTIVEWEAR INC COM | 38 | $1K–$15K | SH |
| FYBR | FRONTIER COMMUNICATIONS PARENT COM | 62 | $1K–$15K | SH |
| IYR | ISHARES U.S. REAL ESTATE ETF | 25 | $1K–$15K | SH |
| FLNG | FLEX LNG LTD SHS | 94 | $1K–$15K | SH |
| RAL | RALLIANT CORP COM | 46 | $1K–$15K | SH |
| AMBP | ARDAGH METAL PACKAGING S A SHS | 570 | $1K–$15K | SH |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | 56 | $1K–$15K | SH |
| BUFP | PGIM LADDERED S&P 500 BUFFER 12 ETF | 77 | $1K–$15K | SH |
| GEF.B | GREIF INC CL B | 31 | $1K–$15K | SH |
| AVTR | AVANTOR INC COM | 201 | $1K–$15K | SH |
| CVE | CENOVUS ENERGY INC COM | 136 | $1K–$15K | SH |
| CNR | CORE NATURAL RESOURCES INC COM SHS | 26 | $1K–$15K | SH |
| DJIA | GLOBAL X DOW 30 COVERED CALL ETF | 103 | $1K–$15K | SH |
| ESTC | ELASTIC N V ORD SHS | 30 | $1K–$15K | SH |
| HST | HOST HOTELS & RESORTS INC COM | 126 | $1K–$15K | SH |
| KBWB | INVESCO KBW BANK ETF | 26 | $1K–$15K | SH |
| SECT | MAIN SECTOR ROTATION ETF | 34 | $1K–$15K | SH |
| KMX | CARMAX INC COM | 56 | $1K–$15K | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 10 | $1K–$15K | SH |
| BCAL | CALIFORNIA BANCORP COM | 114 | $1K–$15K | SH |
| LXU | LSB INDS INC COM | 250 | $1K–$15K | SH |
| LDP | COHEN & STEERS LTD DURATION PF COM | 100 | $1K–$15K | SH |
| LOAR | LOAR HOLDINGS INC COM SHS | 31 | $1K–$15K | SH |
| EMBJ | EMBRAER S.A. SPONSORED ADS | 32 | $1K–$15K | SH |
| EBF | ENNIS INC COM | 114 | $1K–$15K | SH |
| WD | WALKER & DUNLOP INC COM | 34 | $1K–$15K | SH |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | 38 | $1K–$15K | SH |
| PRGS | PROGRESS SOFTWARE CORP COM | 47 | $1K–$15K | SH |
| LNTH | LANTHEUS HLDGS INC COM | 30 | $1K–$15K | SH |
| WLY | WILEY JOHN & SONS INC CL A | 65 | $1K–$15K | SH |
| RBRK | RUBRIK INC. CL A | 26 | $1K–$15K | SH |
| EGP | EASTGROUP PPTYS INC COM | 11 | $1K–$15K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | 109 | $1K–$15K | SH |
| TNET | TRINET GROUP INC COM | 33 | $1K–$15K | SH |
| INOD | INNODATA INC COM NEW | 38 | $1K–$15K | SH |
| VYX | NCR VOYIX CORPORATION COM | 189 | $1K–$15K | SH |
| RKT | ROCKET COS INC COM CL A | 99 | $1K–$15K | SH |
| KMPR | KEMPER CORP COM | 47 | $1K–$15K | SH |
| STLA | STELLANTIS N.V SHS | 174 | $1K–$15K | SH |
| SYBT | STOCK YDS BANCORP INC COM | 29 | $1K–$15K | SH |
| NOK | NOKIA CORP SPONSORED ADR | 290 | $1K–$15K | SH |
| BYD | BOYD GAMING CORP COM | 22 | $1K–$15K | SH |
| NBTB | NBT BANCORP INC COM | 45 | $1K–$15K | SH |
| ENOV | ENOVIS CORPORATION COM | 70 | $1K–$15K | SH |