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Root Financial Partners, LLC

Q1 2026 Holdings

Filed 2026-04-24 | 3466 holdings | $2.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Acnb Corp COM(ACNB)Stock000868109$43190.0%
Astec Inds Inc COM(ASTE)Stock046224101$43180.0%
Neuropace Inc COM(NPCE)Stock641288105$434330.0%
Nova LTD COM(NVMI)StockM7516K103$43410.0%
Wisdomtree U.S. High Dividend Fund(DHS)ETF97717W208$43740.0%
Fate Therapeutics Inc COM(FATE)Stock31189P102$4383650.0%
Health Catalyst Inc COM(HCAT)Stock42225T107$4383450.0%
Cass Information SYS Inc COM(CASS)Stock14808P109$440100.0%
The Real Brokerage Inc COM New(REAX)Stock75585H206$4401760.0%
Jefferson Capital Inc COM(JCAP)Stock47248R103$442230.0%
Samsara Inc COM CL A(IOT)Stock79589L106$444140.0%
Gamco Global Gold NAT RES & COM SH BEN INT(GGN)CEF36465A109$447840.0%
NET Lease Office Properties COM(NLOP)REIT64110Y108$449390.0%
Upwork Inc COM(UPWK)Stock91688F104$449410.0%
Crexendo Inc COM(CXDO)Stock226552107$450730.0%
WPP PLC New ADR(WPP)ADR92937A102$451290.0%
Atea Pharmaceuticals Inc COM(AVIR)Stock04683R106$452840.0%
Ocugen Inc COM(OCGN)Stock67577C105$4532500.0%
Hyster-Yale Inc CL A(HY)Stock449172105$455140.0%
Janus International Group Inc Common Stock(JBI)Stock47103N106$458890.0%
Abrdn Emerging Markets EX Chin COM(AEF)CEF00301W105$459630.0%
ANI Pharmaceuticals Inc COM(ANIP)Stock00182C103$46160.0%
Ardent Health Inc COM(ARDT)Stock03980N107$462540.0%
CNB Finl Corp PA COM(CCNE)Stock126128107$463160.0%
Tenaris S A Sponsored ADS(TS)ADR88031M109$46580.0%
Ishares High Yield Systematic Bond ETF(HYDB)ETF46435G250$465100.0%
Adient PLC ORD SHS(ADNT)StockG0084W101$465230.0%
ARS Pharmaceuticals Inc COM(SPRY)Stock82835W108$466580.0%
Unity Bancorp Inc COM(UNTY)Stock913290102$46690.0%
Ironwood Pharmaceuticals Inc COM CL A(IRWD)Stock46333X108$4671330.0%
Onity Group Inc COM New(ONIT)Stock675746606$471120.0%
Green DOT Corp CL A(GDOT)Stock39304D102$471420.0%
Simply Good Foods Co COM(SMPL)Stock82900L102$474330.0%
Terns Pharmaceuticals Inc COM(TERN)Stock880881107$47490.0%
Sierra Bancorp COM(BSRR)Stock82620P102$475140.0%
Cubesmart COM(CUBE)REIT229663109$476130.0%
Biolife Solutions Inc COM New(BLFS)Stock09062W204$477250.0%
Himalaya Shipping LTD ORD SHS(HSHP)StockG4660A103$479360.0%
Egain Corp COM New(EGAN)Stock28225C806$481610.0%
Navigator Hldgs LTD SHS(NVGS)StockY62132108$483250.0%
Apellis Pharmaceuticals Inc COM(APLS)Stock03753U106$483120.0%
Standard MTR Prods Inc COM(SMP)Stock853666105$486140.0%
Azenta Inc COM(AZTA)Stock114340102$486230.0%
Plumas Bancorp COM(PLBC)Stock729273102$488100.0%
Daktronics Inc COM(DAKT)Stock234264109$489250.0%
Alamos Gold Inc COM CL A(AGI)Stock011532108$489110.0%
Life360 Inc COM(LIF)Stock532206109$490120.0%
Five Star Bancorp COM(FSBC)Stock33830T103$490130.0%
One Stop SYS Inc COM(OSS)Stock68247W109$492650.0%
Privia Health Group Inc COM(PRVA)Stock74276R102$494240.0%
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