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Root Financial Partners, LLC

Q3 2025 Holdings

Filed 2025-10-29 | 2297 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Helmerich & Payne Inc COM(HP)Stock423452101$1.5K700.0%
Monday COM LTD SHS(MNDY)StockM7S64H106$1.6K80.0%
Conmed Corp COM(CNMD)Stock207410101$1.6K330.0%
Amer Sports Inc COM SHS(AS)StockG0260P102$1.6K450.0%
UDR Inc COM(UDR)REIT902653104$1.6K420.0%
Dentsply Sirona Inc COM(XRAY)Stock24906P109$1.6K1240.0%
Stellantis N.v SHS(STLA)StockN82405106$1.6K1690.0%
ZIM Integrated Shipping Serv SHS(ZIM)StockM9T951109$1.6K1170.0%
FS KKR Cap Corp COM(FSK)CEF302635206$1.6K1080.0%
Main Buywrite ETF(BUYW)ETF66538H179$1.6K1150.0%
Ardagh Metal Packaging S A SHS(AMBP)StockL02235106$1.6K4100.0%
Ferrovial SE ORD SHS(FER)StockN3168P101$1.6K280.0%
Vicor Corp COM(VICR)Stock925815102$1.6K330.0%
Ishares U.S. Utilities ETF(IDU)ETF464287697$1.7K150.0%
Harbor Scientific Alpha High-Yield ETF(SIHY)ETF41151J109$1.7K360.0%
Applied Digital Corp COM New(APLD)Stock038169207$1.7K730.0%
Aercap Holdings NV SHS(AER)StockN00985106$1.7K140.0%
Asgn Inc COM(ASGN)Stock00191U102$1.7K360.0%
NBT Bancorp Inc COM(NBTB)Stock628778102$1.7K410.0%
GCI Liberty Inc COM SER C(GLIBK)Stock36164V800$1.7K460.0%
Arcelormittal SA Luxembourg NY Registry SH(MT)ADR03938L203$1.7K480.0%
Progyny Inc COM(PGNY)Stock74340E103$1.7K810.0%
Motley Fool 100 Index ETF(TMFC)ETF74933W601$1.8K250.0%
Enphase Energy Inc COM(ENPH)Stock29355A107$1.8K500.0%
Annaly Capital Management Inc COM New(NLY)REIT035710839$1.8K880.0%
Sprott Gold Miners ETF(SGDM)ETF85210B102$1.8K290.0%
Vaneck Pharmaceutical ETF(PPH)ETF92189F692$1.8K200.0%
Freshworks Inc Class A COM(FRSH)Stock358054104$1.8K1540.0%
Regency Ctrs Corp COM(REG)REIT758849103$1.8K250.0%
Civitas Resources Inc COM New(CIVI)Stock17888H103$1.9K570.0%
AZZ Inc COM(AZZ)Stock002474104$1.9K170.0%
Plains All Amern Pipeline L P Unit LTD Partn(PAA)Stock726503105$1.9K1090.0%
Schwab Intermediate-Term US Treasury ETF(SCHR)ETF808524854$1.9K750.0%
California Bancorp COM(BCAL)Stock84252A106$1.9K1140.0%
Icon PLC SHS(ICLR)StockG4705A100$1.9K110.0%
Embraer S.A. Sponsored ADS(EMBJ)ADR29082A107$1.9K320.0%
Host Hotels & Resorts Inc COM(HST)REIT44107P104$1.9K1140.0%
AST Spacemobile Inc COM CL A(ASTS)Stock00217D100$2.0K400.0%
LSB Inds Inc COM(LXU)Stock502160104$2.0K2500.0%
Mister CAR Wash Inc COM(MCW)Stock60646V105$2.0K3700.0%
Dave Inc Class A COM New(DAVE)Stock23834J201$2.0K100.0%
Avidity Biosciences Inc COM(RNA)Stock05370A108$2.0K460.0%
Ashland Inc COM(ASH)Stock044186104$2.0K420.0%
Planet Labs PBC COM CL A(PL)Stock72703X106$2.0K1570.0%
Globalstar Inc COM New(GSAT)Stock378973507$2.0K560.0%
Amneal Pharmaceuticals Inc COM STK CL A(AMRX)Stock03168L105$2.0K2040.0%
Ennis Inc COM(EBF)Stock293389102$2.1K1140.0%
Cameco Corp COM(CCJ)Stock13321L108$2.1K250.0%
Mobileye Global Inc Common Class A(MBLY)Stock60741F104$2.1K1490.0%
Redwire Corporation COM(RDW)Stock75776W103$2.1K2350.0%
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