IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Root Financial Partners, LLC

Q3 2026 Holdings

Filed 2026-10-21 | 3829 holdings | $3.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Patria Investments Limited COM CL A(PAX)StockG69451105$274270.0%
Wisdomtree Cybersecurity Fund(WCBR)ETF97717Y659$27560.0%
Silvercrest Asset Mgmt Group CL A(SAMG)Stock828359109$275260.0%
Palvella Therapeutics Inc New COM(PVLA)Stock697947109$27620.0%
Park-Ohio Hldgs Corp COM(PKOH)Stock700666100$27760.0%
Global WTR RES Inc COM(GWRS)Stock379463102$278350.0%
Smartbird Inc CL A New(BIRD)Stock01675A208$2791070.0%
KVH Inds Inc COM(KVHI)Stock482738101$281400.0%
Alumis Inc COM(ALMS)Stock022307102$281380.0%
Eledon Pharmaceuticals Inc COM(ELDN)Stock28617K101$2811110.0%
Worthington STL Inc COM SHS(WS)Stock982104101$28280.0%
Arko Pete Corp CL A COM(APC)Stock04124A100$282190.0%
First Trust Securitized Plus ETF(DEED)ETF33740U109$282140.0%
Alps Active REIT ETF(REIT)ETF00162Q445$284100.0%
Rhythm Pharmaceuticals Inc COM(RYTM)Stock76243J105$28630.0%
Solv Energy Inc COM SHS CL A(MWH)Stock78475V103$288120.0%
Exzeo Group Inc COM SHS(XZO)Stock30234F101$289200.0%
Sagimet Biosciences Inc COM SER A(SGMT)Stock786700104$296300.0%
Mastercraft Boat Hldgs Inc COM(MCFT)Stock57637H103$297150.0%
Hims & Hers Health Inc COM CL A(HIMS)Stock433000106$298100.0%
BK Technologies Corporation COM(BKTI)Stock05587G203$29840.0%
Jakks PAC Inc COM New(JAKK)Stock47012E403$302120.0%
Bondbloxx Bloomberg SIX Month Target Duration US Treasury ETF(XHLF)ETF09789C788$30260.0%
Anteris Technologies Global COM(AVR)Stock03675P102$303390.0%
Nathans Famous Inc COM(NATH)Stock632347100$30430.0%
Capsovision Inc COM(CV)Stock140935107$304470.0%
Taylor Devices Inc COM(TAYD)Stock877163105$30550.0%
Prime Medicine Inc COM(PRME)Stock74168J101$3061000.0%
Cullinan Therapeutics Inc COM(CGEM)Stock230031106$307200.0%
Green DOT Corp CL A(GDOT)Stock39304D102$308250.0%
AXT Inc COM(AXTI)Stock00246W103$31040.0%
Alector Inc COM(ALEC)Stock014442107$3111680.0%
Immuneering Corp Class A COM(IMRX)Stock45254E107$311760.0%
Camtek LTD ORD(CAMT)StockM20791105$31120.0%
LG Display Co LTD Spons ADR REP(LPL)ADR50186V102$3131060.0%
Avalyn Pharmaceuticals Inc COM SHS(AVLN)Stock05348Y105$313110.0%
Chiron Real Estate Inc COM New(GMRE)REIT37954A303$31390.0%
Apartment Invt & Mgmt Co CL A(AIV)REIT03748R747$3151590.0%
Once Upon A Farm PBC COM(OFRM)Stock68237F108$315200.0%
Winnebago Inds Inc COM(WGO)Stock974637100$316120.0%
Skyward Specialty INS Group in COM(SKWD)Stock830940102$31760.0%
Relmada Therapeutics Inc COM(RLMD)Stock75955J402$317840.0%
LI Auto Inc Sponsored ADS(LI)ADR50202M102$318280.0%
Inseego Corp COM New(INSG)Stock45782B302$318870.0%
Hudson Technologies Inc COM(HDSN)Stock444144109$319620.0%
Richardson Electrs LTD COM(RELL)Stock763165107$319180.0%
Syndax Pharmaceuticals Inc COM(SNDX)Stock87164F105$320170.0%
Grab Holdings Limited Class A ORD(GRAB)StockG4124C109$3201030.0%
Monte Rosa Therapeutics Inc COM(GLUE)Stock61225M102$322270.0%
Starling Oncology Inc COM(TOI)Stock68236X100$322510.0%
PreviousPage 9 of 77Next