Stock Taper

ROOT FINANCIAL PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Abbott LaboratoriesABT3.84K$348.03K
Citizens Financial Group, Inc.CFG3.66K$256.53K
Philip Morris International Inc.PM3.5K$634.15K
Eversource EnergyES3.47K$250.63K
U.S. BancorpUSB3.39K$204.88K
TechnipFMC plcFTI3.33K$221.04K
Space Exploration Technologies Corp.SPCX3.31K$565.02K
Aflac IncorporatedAFL3.28K$384.36K
PepsiCo, Inc.PEP3.26K$441.17K
Carrier Global CorporationCARR3.25K$238.47K
Morgan StanleyMS3.25K$679.32K
United Airlines Holdings, Inc.UAL3.22K$438.38K
Capital One Financial CorporationCOF3.14K$630.79K
Phillips 66PSX3.12K$528.18K
Alliant Energy CorporationLNT3.12K$237.8K
GE AerospaceGE3.03K$1.13M
Starbucks CorporationSBUX2.99K$305.82K
NextEra Energy, Inc.NEE2.88K$252.69K
Costco Wholesale CorporationCOST2.87K$2.69M
Shopify Inc.SHOP2.85K$324.84K