Stock Taper 
ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CVS Health Corp. | CVS | 5.37K | $555.89K |
 Match Group, Inc. | MTCH | 5.36K | $203.86K |
 The Charles Schwab Corporation | SCHW | 5.27K | $485.96K |
 Monster Beverage Corporation | MNST | 5.22K | $501.55K |
 Caterpillar Inc. | CAT | 5.18K | $5.52M |
 Northwest Natural Holding Company | NWN | 5.15K | $252.85K |
 Enbridge Inc. | ENB | 5.02K | $272.37K |
 Arista Networks, Inc. | ANET | 4.95K | $841.42K |
 The TJX Companies, Inc. | TJX | 4.88K | $738.75K |
 Delta Air Lines, Inc. | DAL | 4.8K | $449.77K |
 Realty Income Corporation | O | 4.57K | $283.19K |
 Occidental Petroleum Corporation | OXY | 4.52K | $219.68K |
 The Walt Disney Company | DIS | 4.42K | $425.27K |
 The Williams Companies, Inc. | WMB | 4.28K | $317.93K |
 Intuitive Surgical, Inc. | ISRG | 4.26K | $1.69M |
 Fortinet, Inc. | FTNT | 4.13K | $633.84K |
 Visa Inc. | V | 4.08K | $1.4M |
 Fifth Third Bancorp | FITB | 3.94K | $222.15K |
 Micron Technology, Inc. | MU | 3.92K | $4.52M |
 Uber Technologies, Inc. | UBER | 3.89K | $280.99K |