Stock Taper

ROOT FINANCIAL PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Johnson & JohnsonJNJ9.3K$2.36M
HP Inc.HPQ9.48K$208.01K
Koninklijke Philips N.V.PHG9.5K$258.28K
Regions Financial CorporationRF9.64K$291.06K
Bristol-Myers Squibb CompanyBMY9.68K$557.45K
Verizon Communications Inc.VZ10.22K$432.58K
The Home Depot, Inc.HD10.94K$3.86M
Cisco Systems, Inc.CSCO11.08K$1.3M
The Coca-Cola CompanyKO11.38K$924.63K
Dow Inc.DOW11.39K$311.76K
Carnival Corporation & plcCCL11.51K$328.85K
SoFi Technologies, Inc.SOFI11.64K$208.71K
Merck & Co., Inc.MRK12.1K$1.56M
Oracle CorporationORCL12.22K$1.79M
Lloyds Banking Group plcLYG12.52K$72.98K
AT&T Inc.T12.62K$261.27K
Pfizer Inc.PFE12.64K$304.3K
Walmart Inc.WMT12.88K$1.46M
Hewlett Packard Enterprise CompanyHPE13.3K$599.96K
Berkshire Hathaway Inc.BRK-B13.77K$6.89M