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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
Unitil Corp COM(UTL)Stock913259107$1.8K340.0%
RPC Inc COM(RES)Stock749660106$1.8K2510.0%
Huron Consulting Group Inc COM(HURN)Stock447462102$1.8K140.0%
Ralliant Corp COM(RAL)Stock750940108$1.8K430.0%
Lendingclub Issuance TR SER COM New(LC)Stock52603A208$1.8K1250.0%
Anterix Inc COM(ATEX)Stock03676C100$1.8K470.0%
Hawaiian Elec Inds Inc MTN BE COM(HE)Stock419870100$1.8K1210.0%
Monday COM LTD SHS(MNDY)StockM7S64H106$1.8K260.0%
Ranger Energy Svcs Inc COM CL A(RNGR)Stock75282U104$1.8K1050.0%
Ishares Large Cap Core Active ETF(BLCR)ETF09290C855$1.8K440.0%
Boyd Gaming Corp COM(BYD)Stock103304101$1.8K220.0%
Adapthealth Corp Common Stock(AHCO)Stock00653Q102$1.8K1520.0%
Capitol FED Finl Inc COM(CFFN)Stock14057J101$1.8K2560.0%
Madison Square Garden Entmt COM CL A(MSGE)Stock558256103$1.8K310.0%
Advansix Inc COM(ASIX)Stock00773T101$1.8K750.0%
Liberty Latin America LTD COM CL C(LILAK)StockG9001E128$1.8K2090.0%
Enviri Corp COM(NVRI)Stock415864107$1.8K940.0%
Docusign Inc COM(DOCU)Stock256163106$1.8K390.0%
KKR Real Estate FIN TR Inc COM(KREF)REIT48251K100$1.9K3030.0%
Evertec Inc COM(EVTC)Stock30040P103$1.9K660.0%
Global NET Lease Inc COM New(GNL)REIT379378201$1.9K2000.0%
Central Garden & PET Co COM(CENT)Stock153527106$1.9K510.0%
Qiagen NV ORD SharesStockN72482156$1.9K470.0%
Mitek SYS Inc COM New(MITK)Stock606710200$1.9K1400.0%
Driven Brands Hldgs Inc COM(DRVN)Stock26210V102$1.9K1500.0%
Preformed Line Prods Co COM(PLPC)Stock740444104$1.9K70.0%
Centerspace COM(CSR)REIT15202L107$1.9K330.0%
Talen Energy Corp COM(TLN)Stock87422Q109$1.9K60.0%
Simulations Plus Inc COM(SLP)Stock829214105$1.9K1620.0%
Enerflex LTD COM(EFXT)Stock29269R105$1.9K920.0%
Gorman Rupp Co COM(GRC)Stock383082104$1.9K310.0%
Koppers Holdings Inc COM(KOP)Stock50060P106$1.9K500.0%
Ehang Hldgs LTD ADS(EH)ADR26853E102$1.9K2000.0%
Kilroy Realty Corp COM(KRC)REIT49427F108$1.9K690.0%
Nwpx Infrastructure Inc COM(NWPX)Stock667746101$1.9K250.0%
Inventrust Pptys Corp COM New(IVT)REIT46124J201$1.9K640.0%
Johnson Outdoors Inc CL A(JOUT)Stock479167108$2.0K420.0%
Walker & Dunlop Inc COM(WD)Stock93148P102$2.0K440.0%
Gibraltar Inds Inc COM(ROCK)Stock374689107$2.0K490.0%
Apartment Invt & Mgmt Co CL A(AIV)REIT03748R747$2.0K4800.0%
Franklin U.s Core Bond ETF(FLCB)ETF35473P553$2.0K910.0%
Highwoods Pptys Inc COM(HIW)REIT431284108$2.0K920.0%
Hanmi Finl Corp COM New(HAFC)Stock410495204$2.0K750.0%
Ishares Defense Industrials Active ETF(IDEF)ETF09290C699$2.0K610.0%
Woori Finl Group Inc Sponsored ADS(WF)ADR981064108$2.0K300.0%
GEO Group Inc COM(GEO)Stock36162J106$2.0K1190.0%
Beam Therapeutics Inc COM(BEAM)Stock07373V105$2.0K840.0%
Repligen Corp COM(RGEN)Stock759916109$2.0K170.0%
SFL Corporation LTD SHS(SFL)StockG7738W106$2.0K1860.0%
Mara Holdings Inc COM(MARA)Stock565788106$2.0K2460.0%
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