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Portfolio (Quarterly) Guide ↗

D.B. Root & Company, LLC

· CIK 0001731717
13F Portfolio $419M AUM 191 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 72 Added 68 Reduced 17 Exited
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 3,388.0 $1.3M 0.30% +24.0 +0.7% $371.75 +18.9%
22 CVX CHEVRON CORPORATION Energy 5,816.0 $1.2M 0.29% +264.0 +4.8% $206.88 -11.5%
23 XLE SELECT SECTOR SPDR TR 18,658.0 $1.1M 0.27% +8K +69.2% $61.26 -7.1%
24 KO COCA COLA CO Consumer Defensive 14,437.0 $1.1M 0.26% +190.0 +1.3% $76.05 +5.7%
25 MA MASTERCARD INCORPORATED Financial Services 2,180.0 $1.1M 0.26% +110.0 +5.3% $499.66 -1.2%
26 MCD MCDONALDS CORP Consumer Cyclical 3,500.0 $1.1M 0.26% +115.0 +3.4% $310.80 -10.6%
27 VGSH VANGUARD SCOTTSDALE FDS 18,363.0 $1.1M 0.26% +9K +105.2% $58.54 -0.4%
28 MU MICRON TECHNOLOGY INC Technology 3,171.0 $1.1M 0.26% +552.0 +21.1% $337.84 +173.4%
29 SCHO SCHWAB STRATEGIC TR 41,527.0 $1.0M 0.24% +7K +19.7% $24.27 -0.3%
30 PNC PNC FINL SVCS GROUP INC Financial Services 4,617.0 $961K 0.23% +257.0 +5.9% $208.07 +5.6%
31 CSCO CISCO SYS INC Technology 11,866.0 $921K 0.22% +163.0 +1.4% $77.59 +52.9%
32 NKE NIKE INC Consumer Cyclical 17,183.0 $908K 0.22% +945.0 +5.8% $52.82 -10.3%
33 SCHY SCHWAB STRATEGIC TR 28,428.0 $900K 0.21% +9K +49.4% $31.66 +2.2%
34 XLI SELECT SECTOR SPDR TR 5,556.0 $899K 0.21% +4K +271.9% $161.73 +7.5%
35 GDX VANECK ETF TRUST 9,343.0 $857K 0.20% +563.0 +6.4% $91.77 -5.0%
36 JNJ JOHNSON & JOHNSON Healthcare 3,480.0 $851K 0.20% +263.0 +8.2% $244.44 -5.6%
37 JJSF J & J SNACK FOODS CORP Consumer Defensive 10,243.0 $812K 0.19% +546.0 +5.6% $79.27 -2.6%
38 LLY ELI LILLY & CO Healthcare 846.0 $778K 0.19% +27.0 +3.3% $919.91 +22.6%
39 PEP PEPSICO INC Consumer Defensive 4,912.0 $763K 0.18% +399.0 +8.8% $155.29 -5.8%
40 ISVL ISHARES TR 14,000.0 $674K 0.16% +6K +77.2% $48.11 +8.5%
Page 2 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.5%
Consumer Cyclical 16.5%
Financial Services 15.6%
Industrials 14.1%
Consumer Defensive 9.8%
Communication Services 5.7%
Energy 4.6%
Healthcare 4.2%
Utilities 2.2%
Basic Materials 1.6%