Stock Taper 
ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Chevron Corporation | CVX | 9.3K | $1.54M |
 Meta Platforms, Inc. | META | 8.91K | $5.02M |
 Wells Fargo & Company | WFC | 8.45K | $697.91K |
 RTX Corporation | RTX | 8.31K | $1.58M |
 JPMorgan Chase & Co. | JPM | 8.3K | $2.72M |
 KLA Corporation | KLAC | 8.03K | $2.42M |
 Intel Corp. | INTC | 7.89K | $1.1M |
 Kinder Morgan, Inc. | KMI | 7.68K | $245.4K |
 Freeport-McMoRan Inc. | FCX | 7.36K | $462.56K |
 General Motors Company | GM | 7.24K | $558.2K |
 AbbVie Inc. | ABBV | 7.2K | $1.81M |
 Lam Research Corporation | LRCX | 7K | $3.03M |
 Advanced Micro Devices, Inc. | AMD | 6.59K | $3.83M |
 Altria Group, Inc. | MO | 6.34K | $456.22K |
 CSX Corporation | CSX | 6.19K | $294.41K |
 Wynn Resorts, Limited | WYNN | 5.93K | $576.03K |
 Centene Corp. | CNC | 5.74K | $368.71K |
 Citigroup Inc. | C | 5.53K | $773.66K |
 The Procter & Gamble Company | PG | 5.47K | $802.9K |
 Korn Ferry | KFY | 5.39K | $359K |