Stock Taper

ROOT FINANCIAL PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Korn FerryKFY5.39K$359K
The Procter & Gamble CompanyPG5.47K$802.9K
Citigroup Inc.C5.53K$773.66K
Centene Corp.CNC5.74K$368.71K
Wynn Resorts, LimitedWYNN5.93K$576.03K
CSX CorporationCSX6.19K$294.41K
Altria Group, Inc.MO6.34K$456.22K
Advanced Micro Devices, Inc.AMD6.59K$3.83M
Lam Research CorporationLRCX7K$3.03M
AbbVie Inc.ABBV7.2K$1.81M
General Motors CompanyGM7.24K$558.2K
Freeport-McMoRan Inc.FCX7.36K$462.56K
Kinder Morgan, Inc.KMI7.68K$245.4K
Intel Corp.INTC7.89K$1.1M
KLA CorporationKLAC8.03K$2.42M
JPMorgan Chase & Co.JPM8.3K$2.72M
RTX CorporationRTX8.31K$1.58M
Wells Fargo & CompanyWFC8.45K$697.91K
Meta Platforms, Inc.META8.91K$5.02M
Chevron CorporationCVX9.3K$1.54M