
ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | UGI | 659 | $21.92K |
![]() | LMT | 657 | $327.93K |
![]() | PINS | 657 | $21.14K |
![]() | KKR | 655 | $85.12K |
![]() | TEVA | 651 | $13.15K |
![]() | ASX | 651 | $7.22K |
![]() | CNP | 646 | $25.07K |
![]() | FNF | 642 | $38.84K |
![]() | VST | 636 | $124.61K |
![]() | LAUR | 635 | $20.03K |
![]() | CINF | 633 | $100.08K |
![]() | SNAP | 629 | $4.85K |
![]() | BWA | 625 | $27.48K |
![]() | SUN | 625 | $31.26K |
![]() | ARMK | 623 | $23.92K |
![]() | MMC | 623 | $125.47K |
![]() | NTR | 622 | $36.52K |
![]() | POR | 620 | $27.28K |
![]() | DAN | 618 | $12.38K |
![]() | CTSH | 615 | $41.25K |

UGI Corporation
UGI
Shares Held
659
Value
$21.92K

Lockheed Martin Corporation
LMT
Shares Held
657
Value
$327.93K

Pinterest, Inc.
PINS
Shares Held
657
Value
$21.14K

KKR & Co. Inc.
KKR
Shares Held
655
Value
$85.12K

Teva Pharmaceutical Industries Limited
TEVA
Shares Held
651
Value
$13.15K

ASE Technology Holding Co., Ltd.
ASX
Shares Held
651
Value
$7.22K

CenterPoint Energy, Inc.
CNP
Shares Held
646
Value
$25.07K

Fidelity National Financial, Inc.
FNF
Shares Held
642
Value
$38.84K

Vistra Corp.
VST
Shares Held
636
Value
$124.61K

Laureate Education, Inc.
LAUR
Shares Held
635
Value
$20.03K

Cincinnati Financial Corporation
CINF
Shares Held
633
Value
$100.08K

Snap Inc.
SNAP
Shares Held
629
Value
$4.85K

BorgWarner Inc.
BWA
Shares Held
625
Value
$27.48K

Sunoco LP
SUN
Shares Held
625
Value
$31.26K

Aramark
ARMK
Shares Held
623
Value
$23.92K

Marsh & McLennan Companies, Inc.
MMC
Shares Held
623
Value
$125.47K

Nutrien Ltd.
NTR
Shares Held
622
Value
$36.52K

Portland General Electric Company
POR
Shares Held
620
Value
$27.28K

Dana Incorporated
DAN
Shares Held
618
Value
$12.38K

Cognizant Technology Solutions Corporation
CTSH
Shares Held
615
Value
$41.25K
