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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
ZTO Express Cayman Inc Sponsored ADS A(ZTO)ADR98980A105$579230.0%
Kearny Finl Corp MD COM(KRNY)Stock48716P108$581770.0%
First Cmnty Bankshares Inc VA COM(FCBC)Stock31983A103$581140.0%
UFP Technologies Inc COM(UFPT)Stock902673102$58130.0%
Vaneck Ethereum ETF(ETHV)ETF92189L103$582190.0%
Forestar Group Inc COM(FOR)Stock346232101$587240.0%
Cracker Barrel Old Ctry Store COM(CBRL)Stock22410J106$590210.0%
Arcbest Corp COM(ARCB)Stock03937C105$59060.0%
Diamondrock Hospitality Co COM(DRH)REIT252784301$590630.0%
Mission Produce Inc COM(AVO)Stock60510V108$592430.0%
First Business Finl Svcs Inc W COM(FBIZ)Stock319390100$593110.0%
Xperi Inc Common Stock(XPER)Stock98423J101$5941060.0%
Waterstone Finl Inc MD COM(WSBF)Stock94188P101$595330.0%
BJS Restaurants Inc COM(BJRI)Stock09180C106$597170.0%
Apogee Enterprises Inc COM(APOG)Stock037598109$604180.0%
First Trust Dorsey Wright Focus 5 ETF(FV)ETF33738R605$604100.0%
Stellantis N.v SHS(STLA)StockN82405106$610860.0%
Willdan Group Inc COM(WLDN)Stock96924N100$61280.0%
Flutter Entmt PLC SHS(FLUT)StockG3643J108$61260.0%
Tilray Brands Inc COM(TLRY)Stock88688T209$615950.0%
V2x Inc COM(VVX)Stock92242T101$61790.0%
Choiceone Financia COM(COFS)Stock170386106$619220.0%
RMR Group Inc CL A(RMR)Stock74967R106$619400.0%
Allogene Therapeutics Inc COM(ALLO)Stock019770106$6222550.0%
Vita Coco Co Inc COM(COCO)Stock92846Q107$623130.0%
Ardmore Shipping Corp COM(ASC)StockY0207T100$625410.0%
Hamilton Insurance Group Ltd. CL B(HG)StockG42706104$626210.0%
Community West Bancshares New COM(CWBC)Stock203937107$629270.0%
Skywater Technology Inc COM(SKYT)Stock83089J108$630230.0%
Blend Labs Inc CL A(BLND)Stock09352U108$6313710.0%
Invesco KBW Bank ETF(KBWB)ETF46138E628$63380.0%
Worthington STL Inc COM SHS(WS)Stock982104101$637210.0%
Bank of Marin Bancorp COM(BMRC)Stock063425102$641250.0%
Gold COM Inc COM(GOLD)Stock00181T107$641160.0%
Abrdn Global Premier Pptys FD COM SH BEN INT(AWP)CEF00302L207$641580.0%
Brookdale SR Living Inc COM(BKD)Stock112463104$643470.0%
Ermenegildo Zegna N V ORD SHS(ZGN)StockN30577105$646620.0%
Newsmax Inc COM SHS Class B(NMAX)Stock65250K105$6471240.0%
JPMorgan Sustainable Municipal Income ETF(JMSI)ETF46654Q815$647130.0%
Allegiant Travel Co COM(ALGT)Stock01748X102$64880.0%
Papa Johns Intl Inc COM(PZZA)Stock698813102$648200.0%
Investors Title Co NC COM(ITIC)Stock461804106$65230.0%
Ichor Holdings SHS(ICHR)StockG4740B105$653140.0%
Columbus Mckinnon Corp N Y COM(CMCO)Stock199333105$654450.0%
Phreesia Inc COM(PHR)Stock71944F106$654780.0%
Purecycle Technologies Inc COM(PCT)Stock74623V103$6541260.0%
Investar Holding Corp COM(ISTR)Stock46134L105$654240.0%
Palladyne AI Corp COM New(PDYN)Stock80359A205$6561080.0%
Alector Inc COM(ALEC)Stock014442107$6563050.0%
Okeanis ECO Tankers COR SHS(ECO)StockY64177101$658130.0%
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