ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AXP | 2K | $671.84K |
 | ARCC | 2K | $41.23K |
 | MA | 2K | $1.15M |
 | SONY | 2K | $57.61K |
 | KEY | 2K | $37.23K |
 | AMAT | 2K | $402.76K |
 | COP | 2K | $184.86K |
 | MMM | 2K | $301.05K |
 | BSX | 2K | $188.52K |
 | TTE | 2K | $114.66K |
 | JCI | 2K | $208.47K |
 | APH | 2K | $233.86K |
 | HTZ | 2K | $12.30K |
 | BEP | 2K | $46.42K |
 | PCG | 2K | $26.61K |
 | UAL | 2K | $168.55K |
 | AMCR | 2K | $14.27K |
 | PSX | 2K | $233.67K |
 | MFG | 2K | $11.44K |
 | KR | 2K | $115.07K |
American Express Company
AXP
Shares Held
2K
Value
$671.84K
Ares Capital Corporation
ARCC
Shares Held
2K
Value
$41.23K
Mastercard Incorporated
MA
Shares Held
2K
Value
$1.15M
Sony Group Corporation
SONY
Shares Held
2K
Value
$57.61K
KeyCorp
KEY
Shares Held
2K
Value
$37.23K
Applied Materials, Inc.
AMAT
Shares Held
2K
Value
$402.76K
ConocoPhillips
COP
Shares Held
2K
Value
$184.86K
3M Company
MMM
Shares Held
2K
Value
$301.05K
Boston Scientific Corporation
BSX
Shares Held
2K
Value
$188.52K
TotalEnergies SE
TTE
Shares Held
2K
Value
$114.66K
Johnson Controls International plc
JCI
Shares Held
2K
Value
$208.47K
Amphenol Corporation
APH
Shares Held
2K
Value
$233.86K
Hertz Global Holdings, Inc.
HTZ
Shares Held
2K
Value
$12.30K
Brookfield Renewable Partners L.P.
BEP
Shares Held
2K
Value
$46.42K
Pacific Gas & Electric Co.
PCG
Shares Held
2K
Value
$26.61K
United Airlines Holdings, Inc.
UAL
Shares Held
2K
Value
$168.55K
Amcor plc
AMCR
Shares Held
2K
Value
$14.27K
Phillips 66
PSX
Shares Held
2K
Value
$233.67K
Mizuho Financial Group, Inc.
MFG
Shares Held
2K
Value
$11.44K
The Kroger Co.
KR
Shares Held
2K
Value
$115.07K