Stock Taper 
ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-B | 13.77K | $6.89M |
 Hewlett Packard Enterprise Company | HPE | 13.3K | $599.96K |
 Walmart Inc. | WMT | 12.88K | $1.46M |
 Pfizer Inc. | PFE | 12.64K | $304.3K |
 AT&T Inc. | T | 12.62K | $261.27K |
 Lloyds Banking Group plc | LYG | 12.52K | $72.98K |
 Oracle Corporation | ORCL | 12.22K | $1.79M |
 Merck & Co., Inc. | MRK | 12.1K | $1.56M |
 SoFi Technologies, Inc. | SOFI | 11.64K | $208.71K |
 Carnival Corporation & plc | CCL | 11.51K | $328.85K |
 Dow Inc. | DOW | 11.39K | $311.76K |
 The Coca-Cola Company | KO | 11.38K | $924.63K |
 Cisco Systems, Inc. | CSCO | 11.08K | $1.3M |
 The Home Depot, Inc. | HD | 10.94K | $3.86M |
 Verizon Communications Inc. | VZ | 10.22K | $432.58K |
 Bristol-Myers Squibb Company | BMY | 9.68K | $557.45K |
 Regions Financial Corporation | RF | 9.64K | $291.06K |
 Koninklijke Philips N.V. | PHG | 9.5K | $258.28K |
 HP Inc. | HPQ | 9.48K | $208.01K |
 Johnson & Johnson | JNJ | 9.3K | $2.36M |