Stock Taper

ROOT FINANCIAL PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Uber Technologies, Inc.UBER3.89K$280.99K
Micron Technology, Inc.MU3.92K$4.52M
Fifth Third BancorpFITB3.94K$222.15K
Visa Inc.V4.08K$1.4M
Fortinet, Inc.FTNT4.13K$633.84K
Intuitive Surgical, Inc.ISRG4.26K$1.69M
The Williams Companies, Inc.WMB4.28K$317.93K
The Walt Disney CompanyDIS4.42K$425.27K
Occidental Petroleum CorporationOXY4.52K$219.68K
Realty Income CorporationO4.57K$283.19K
Delta Air Lines, Inc.DAL4.8K$449.77K
The TJX Companies, Inc.TJX4.88K$738.75K
Arista Networks, Inc.ANET4.95K$841.42K
Enbridge Inc.ENB5.02K$272.37K
Northwest Natural Holding CompanyNWN5.15K$252.85K
Caterpillar Inc.CAT5.18K$5.52M
Monster Beverage CorporationMNST5.22K$501.55K
The Charles Schwab CorporationSCHW5.27K$485.96K
Match Group, Inc.MTCH5.36K$203.86K
CVS Health Corp.CVS5.37K$555.89K