IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Root Financial Partners, LLC

Q3 2025 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Westlake Corporation COM(WLK)Stock960413102$2.9K370.0%
Macom Tech Solutions Hldgs Inc COM(MTSI)Stock55405Y100$2.9K230.0%
Victorias Secret and Co Common Stock(VSCO)Stock926400102$2.9K1070.0%
Innodata Inc COM New(INOD)Stock457642205$2.9K380.0%
Driven Brands Hldgs Inc COM(DRVN)Stock26210V102$2.9K1820.0%
Astera Labs Inc COM(ALAB)Stock04626A103$2.9K150.0%
Hdfc Bank LTD Sponsored ADS(HDB)ADR40415F101$2.9K860.0%
Argan Inc COM(AGX)Stock04010E109$3.0K110.0%
BXP Inc COM(BXP)REIT101121101$3.0K400.0%
UL Solutions Inc Class A COM SHS(ULS)Stock903731107$3.0K420.0%
Rigetti Computing Inc Common Stock(RGTI)Stock76655K103$3.0K1000.0%
Organon & Co Common Stock(OGN)Stock68622V106$3.0K2800.0%
Formfactor Inc COM(FORM)Stock346375108$3.0K820.0%
Wisdomtree Emerging Markets High Dividend Fund(DEM)ETF97717W315$3.0K650.0%
Invesco Energy Exploration & Production ETF(PXE)ETF46137V761$3.0K1020.0%
Napco SEC Technologies Inc COM(NSSC)Stock630402105$3.0K700.0%
Supernus Pharmaceuticals Inc COM(SUPN)Stock868459108$3.0K630.0%
Spectrum Brands Hldgs Inc New COM(SPB)Stock84790A105$3.0K580.0%
Invesco KBW Bank ETF(KBWB)ETF46138E628$3.1K390.0%
Chord Energy Corporation COM New(CHRD)Stock674215207$3.1K310.0%
Polaris Inc COM(PII)Stock731068102$3.1K530.0%
Payoneer Global Inc COM(PAYO)Stock70451X104$3.1K5100.0%
Hanesbrands Inc COM(HN9)Stock410345102$3.1K4690.0%
Lifestance Health Group Inc COM(LFST)Stock53228F101$3.1K5670.0%
NCR Voyix Corporation COM(VYX)Stock62886E108$3.1K2490.0%
Himax Technologies Inc Sponsored ADR(HIMX)ADR43289P106$3.1K3540.0%
Cousins Pptys Inc COM New(CUZ)REIT222795502$3.1K1080.0%
Digitalocean Hldgs Inc COM(DOCN)Stock25402D102$3.1K920.0%
Fidelity High Dividend ETF(FDVV)ETF316092840$3.2K570.0%
SIX Flags Entertainment Corp COM(FUN)Stock83001C108$3.2K1400.0%
Sentinelone Inc CL A(S)Stock81730H109$3.2K1820.0%
Transocean LTD Registered SHS(RIG)StockH8817H100$3.2K1,0280.0%
California WTR SVC Group COM(CWT)Stock130788102$3.2K700.0%
Arcbest Corp COM(ARCB)Stock03937C105$3.2K460.0%
Invesco Fundamental High Yield Corporate Bond ETF(PHB)ETF46138E719$3.2K1730.0%
Vaneck Green Bond ETF(GRNB)ETF92189F171$3.2K1320.0%
Nuveen CR Strategies Income FD COM SHS(XJQCX)CEF67073D102$3.2K6140.0%
Grayscale Bitcoin Mini Trust ETF(BTC)ETF389930207$3.2K640.0%
Avantor Inc COM(AVTR)Stock05352A100$3.3K2610.0%
Intercontinental Hotels Group Sponsored ADS(IHG)ADR45857P806$3.3K270.0%
Simply Good Foods Co COM(SMPL)Stock82900L102$3.3K1320.0%
Trinet Group Inc COM(TNET)Stock896288107$3.3K490.0%
SBA Communications Corp New CL A(SBAC)REIT78410G104$3.3K170.0%
Teradata Corp del COM(TDC)Stock88076W103$3.3K1530.0%
Garrett Motion Inc COM(GTX)Stock366505105$3.3K2420.0%
Scorpio Tankers Inc SHS(STNG)StockY7542C130$3.3K590.0%
Ishares Biotechnology ETF(IBB)ETF464287556$3.3K230.0%
Avista Corp COM(AVA)Stock05379B107$3.4K890.0%
Penn Entertainment Inc COM(PENN)Stock707569109$3.4K1750.0%
Medical Pptys Trust Inc COM(MPT)REIT58463J304$3.4K6710.0%
PreviousPage 9 of 46Next