ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UPS | 1K | $83.70K |
 | M | 1K | $17.95K |
 | NRC | 1K | $12.78K |
 | TRIN | 1K | $15.48K |
 | ACRE | 1K | $4.51K |
 | VRNA | 1K | $106.71K |
 | XPEV | 1K | $23.42K |
 | EOG | 984 | $110.30K |
 | CRBG | 983 | $31.50K |
 | UNM | 983 | $76.46K |
 | PFG | 980 | $81.27K |
 | SO | 980 | $92.88K |
 | FLEX | 978 | $56.70K |
 | ACI | 973 | $17.04K |
 | QS | 970 | $11.95K |
 | ADI | 970 | $238.33K |
 | D | 959 | $58.66K |
 | NSC | 952 | $285.99K |
 | MQ | 950 | $5.02K |
 | FOXA | 948 | $59.78K |
United Parcel Service, Inc.
UPS
Shares Held
1K
Value
$83.70K
Macy's, Inc.
M
Shares Held
1K
Value
$17.95K
National Research Corporation
NRC
Shares Held
1K
Value
$12.78K
Trinity Capital Inc.
TRIN
Shares Held
1K
Value
$15.48K
Ares Commercial Real Estate Corporation
ACRE
Shares Held
1K
Value
$4.51K
Verona Pharma plc
VRNA
Shares Held
1K
Value
$106.71K
XPeng Inc.
XPEV
Shares Held
1K
Value
$23.42K
EOG Resources, Inc.
EOG
Shares Held
984
Value
$110.30K
Corebridge Financial, Inc.
CRBG
Shares Held
983
Value
$31.50K
Unum Group
UNM
Shares Held
983
Value
$76.46K
Principal Financial Group, Inc.
PFG
Shares Held
980
Value
$81.27K
The Southern Company
SO
Shares Held
980
Value
$92.88K
Flex Ltd.
FLEX
Shares Held
978
Value
$56.70K
Albertsons Companies, Inc.
ACI
Shares Held
973
Value
$17.04K
QuantumScape Corporation
QS
Shares Held
970
Value
$11.95K
Analog Devices, Inc.
ADI
Shares Held
970
Value
$238.33K
Dominion Energy, Inc.
D
Shares Held
959
Value
$58.66K
Norfolk Southern Corporation
NSC
Shares Held
952
Value
$285.99K
Marqeta, Inc.
MQ
Shares Held
950
Value
$5.02K
Fox Corporation
FOXA
Shares Held
948
Value
$59.78K