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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 3 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RSP INVESCO EXCHANGE TRADED FD T 7,712.0 $1.5M 0.35% $191.93 +8.6%
42 ETN EATON CORP PLC Industrials 4,052.0 $1.4M 0.35% +24.0 +0.6% $357.67 +12.9%
43 HD HOME DEPOT INC Consumer Cyclical 4,051.0 $1.3M 0.32% -32.0 -0.8% $328.91 -2.8%
44 WMB WILLIAMS COS INC Energy 18,268.0 $1.3M 0.32% $72.78 +1.2%
45 RTX RTX CORPORATION Industrials 6,778.0 $1.3M 0.31% -100.0 -1.4% $192.90 -6.9%
46 TSLA TESLA INC Consumer Cyclical 3,388.0 $1.3M 0.30% +24.0 +0.7% $371.75 +19.0%
47 QQQ INVESCO QQQ TR Financial Services 2,145.0 $1.2M 0.30% $577.17 +27.5%
48 CVX CHEVRON CORPORATION Energy 5,816.0 $1.2M 0.29% +264.0 +4.8% $206.88 -11.7%
49 RH RH Consumer Cyclical 8,335.0 $1.2M 0.28% -421.0 -4.8% $139.82 +6.2%
50 SCCO SOUTHERN COPPER CORP Basic Materials 6,759.0 $1.2M 0.28% $172.06 +13.0%
51 CMI CUMMINS INC Industrials 2,156.0 $1.2M 0.28% $538.02 +24.2%
52 XLE SELECT SECTOR SPDR TR 18,658.0 $1.1M 0.27% +8K +69.2% $61.26 -7.1%
53 SBUX STARBUCKS CORP Consumer Cyclical 12,719.0 $1.1M 0.27% -197.0 -1.5% $89.59 +13.1%
54 JPM JPMORGAN CHASE & CO Financial Services 3,736.0 $1.1M 0.26% -242.0 -6.1% $294.18 +0.8%
55 KO COCA COLA CO Consumer Defensive 14,437.0 $1.1M 0.26% +190.0 +1.3% $76.05 +5.8%
56 LMT LOCKHEED MARTIN CORP Industrials 1,814.0 $1.1M 0.26% $604.49 -11.5%
57 MA MASTERCARD INCORPORATED Financial Services 2,180.0 $1.1M 0.26% +110.0 +5.3% $499.66 -2.0%
58 MCD MCDONALDS CORP Consumer Cyclical 3,500.0 $1.1M 0.26% +115.0 +3.4% $310.80 -10.5%
59 VGSH VANGUARD SCOTTSDALE FDS 18,363.0 $1.1M 0.26% +9K +105.2% $58.54 -0.4%
60 MU MICRON TECHNOLOGY INC Technology 3,171.0 $1.1M 0.26% +552.0 +21.1% $337.84 +178.3%
Page 3 of 10  ·  191 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%