Stock Taper 
ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Shopify Inc. | SHOP | 2.85K | $324.84K |
 Costco Wholesale Corporation | COST | 2.87K | $2.69M |
 NextEra Energy, Inc. | NEE | 2.88K | $252.69K |
 Starbucks Corporation | SBUX | 2.99K | $305.82K |
 GE Aerospace | GE | 3.03K | $1.13M |
 Alliant Energy Corporation | LNT | 3.12K | $237.8K |
 Phillips 66 | PSX | 3.12K | $528.18K |
 Capital One Financial Corporation | COF | 3.14K | $630.79K |
 United Airlines Holdings, Inc. | UAL | 3.22K | $438.38K |
 Morgan Stanley | MS | 3.25K | $679.32K |
 Carrier Global Corporation | CARR | 3.25K | $238.47K |
 PepsiCo, Inc. | PEP | 3.26K | $441.17K |
 Aflac Incorporated | AFL | 3.28K | $384.36K |
 Space Exploration Technologies Corp. | SPCX | 3.31K | $565.02K |
 TechnipFMC plc | FTI | 3.33K | $221.04K |
 U.S. Bancorp | USB | 3.39K | $204.88K |
 Eversource Energy | ES | 3.47K | $250.63K |
 Philip Morris International Inc. | PM | 3.5K | $634.15K |
 Citizens Financial Group, Inc. | CFG | 3.66K | $256.53K |
 Abbott Laboratories | ABT | 3.84K | $348.03K |