IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Root Financial Partners, LLC

Q1 2026 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Commercial Metals Co COM(CMC)Stock201723103$26.7K4340.0%
National Grid PLC Sponsored ADR NE(NGG)ADR636274409$26.7K3160.0%
Rush Enterprises Inc CL A(RUSHA)Stock781846209$26.9K4070.0%
Cambria Shareholder Yield ETF(SYLD)ETF132061201$26.9K3570.0%
PTC Inc COM(PTC)Stock69370C100$26.9K1890.0%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$27.2K1,1870.0%
Freedom 100 Emerging Markets ETF(FRDM)ETF02072L607$27.3K4990.0%
State Street Spdr S&P International Small Cap ETF(GWX)ETF78463X871$27.4K6490.0%
State Street Spdr Bloomberg Short Term High Yield Bond ETF(SJNK)ETF78468R408$27.6K1,1040.0%
Watts Water Technologies Inc CL A(WTS)Stock942749102$27.9K960.0%
Penske Automotive GRP Inc COM(PAG)Stock70959W103$28.0K1870.0%
West Pharmaceutical Svsc Inc COM(WST)Stock955306105$28.1K1120.0%
Postal Realty Trust Inc CL A(PSTL)REIT73757R102$28.1K1,5150.0%
Annaly Capital Management Inc COM New(NLY)REIT035710839$28.1K1,3300.0%
Versant Media Group Inc COM CL A(VSNT)Stock925283103$28.1K7600.0%
Wsfs Finl Corp COM(WSFS)Stock929328102$28.2K4310.0%
Doubleline Fortune 500 Equal Weight ETF(DFVE)ETF25861R600$28.3K8700.0%
CNX RES Corp COM(CNX)Stock12653C108$28.3K7340.0%
Global X Robotics & Artificial Intelligence ETF(BOTZ)ETF37954Y715$28.3K8520.0%
Ishares North American Natural Resources ETF(IGE)ETF464287374$28.3K4500.0%
Neos S&P 500 High Income ETF(SPYI)ETF78433H303$28.5K5770.0%
Dana Inc COM(DAN)Stock235825205$28.5K8470.0%
State Street Spdr Portfolio Intermediate Term Corporate Bond ETF(SPIB)ETF78464A375$28.5K8500.0%
QXO Inc COM New(QXO)Stock82846H405$28.5K1,4690.0%
OGE Energy Corp COM(OGE)Stock670837103$28.7K5980.0%
Davita Inc COM(DVA)Stock23918K108$28.7K1870.0%
Newmarket Corp COM(NEU)Stock651587107$28.8K450.0%
New Jersey RES Corp COM(NJR)Stock646025106$28.9K5260.0%
Coeur MNG Inc COM New(CDE)Stock192108504$28.9K1,5400.0%
Sanofi SA Sponsored ADR(SNY)ADR80105N105$29.0K6010.0%
Group 1 Automotive Inc COM(GPI)Stock398905109$29.1K880.0%
Sony Group Corp Sponsored ADR(SONY)ADR835699307$29.1K1,4060.0%
Glacier Bancorp Inc New COM(GBCI)Stock37637Q105$29.1K6520.0%
CCC Intelligent Solutions HLD COM(CCC)Stock12510Q100$29.1K4,8580.0%
State Street Utilities Select Sector Spdr ETF(XLU)ETF81369Y886$29.2K6360.0%
Gatx Corp COM(GATX)Stock361448103$29.2K1710.0%
Invesco S&P Midcap Quality ETF(XMHQ)ETF46137V472$29.3K2830.0%
Interdigital Inc COM(IDCC)Stock45867G101$29.3K970.0%
Home Bancshares Inc COM(HOMB)Stock436893200$29.4K1,0900.0%
Verisk Analytics Inc COM(VRSK)Stock92345Y106$29.4K1550.0%
UFP Industries Inc COM(UFPI)Stock90278Q108$29.5K3200.0%
UGI Corp New COM(UGI)Stock902681105$29.6K8120.0%
Matson Inc COM(MATX)Stock57686G105$29.7K1810.0%
Churchill Downs Inc COM(CHDN)Stock171484108$29.7K3310.0%
Vanguard Mega Cap Value ETF(MGV)ETF921910840$29.9K2060.0%
Ishares Msci Acwi ETF(ACWI)ETF464288257$29.9K2160.0%
The Trade Desk Inc COM CL A(TTD)Stock88339J105$29.9K1,3190.0%
Laureate ED Inc Common Stock(LAUR)Stock518613203$30.0K8610.0%
Solstice Advanced Matls Inc COM SHS(SOLS)Stock83443Q103$30.0K3940.0%
Element Solutions Inc COM(ESI)Stock28618M106$30.1K8810.0%
PreviousPage 47 of 70Next