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Portfolio (Quarterly) Guide ↗

D.B. Root & Company, LLC

· CIK 0001731717
13F Portfolio $410M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 188 New
Page 5 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VMI VALMONT INDS INC Industrials 1,853.0 $745K 0.18% NEW $402.32 +28.6%
82 XLU SELECT SECTOR SPDR TR 17,430.0 $744K 0.18% NEW $42.69 +4.0%
83 V VISA INC Financial Services 2,119.0 $743K 0.18% NEW $350.72 -6.1%
84 FDS FACTSET RESH SYS INC Financial Services 2,505.0 $727K 0.18% NEW $290.19 -16.8%
85 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,240.0 $723K 0.18% NEW $223.17 -32.1%
86 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,493.0 $717K 0.17% NEW $480.57 +6.0%
87 DTH WISDOMTREE TR 13,120.0 $677K 0.17% NEW $51.60 +9.6%
88 JNJ JOHNSON & JOHNSON Healthcare 3,217.0 $666K 0.16% NEW $206.95 +10.5%
89 TTC TORO CO Industrials 8,441.0 $664K 0.16% NEW $78.72 +13.6%
90 SON SONOCO PRODS CO Consumer Cyclical 15,097.0 $659K 0.16% NEW $43.64 +13.6%
91 PEP PEPSICO INC Consumer Defensive 4,513.0 $648K 0.16% NEW $143.52 +1.0%
92 GOOG ALPHABET INC Communication Services 2,042.0 $641K 0.16% NEW $313.80 +21.1%
93 PLTR PALANTIR TECHNOLOGIES INC Technology 3,574.0 $635K 0.15% NEW $177.75 -12.6%
94 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,079.0 $632K 0.15% NEW $303.89 +39.3%
95 SLV ISHARES SILVER TR Financial Services 9,671.0 $623K 0.15% NEW $64.42 +5.0%
96 TRMB TRIMBLE INC Technology 7,883.0 $618K 0.15% NEW $78.35 -29.9%
97 IWF ISHARES TR 1,275.0 $603K 0.15% NEW $473.21 -73.0%
98 WMS ADVANCED DRAIN SYS INC DEL Industrials 4,158.0 $602K 0.15% NEW $144.83 -3.5%
99 SCHY SCHWAB STRATEGIC TR 19,035.0 $568K 0.14% NEW $29.82 +8.5%
100 PPG PPG INDS INC Basic Materials 5,482.0 $562K 0.14% NEW $102.47 +10.5%
Page 5 of 10  ·  188 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 26.6%
Consumer Cyclical 16.7%
Financial Services 16.0%
Industrials 14.3%
Consumer Defensive 8.7%
Communication Services 6.0%
Healthcare 4.5%
Energy 3.2%
Utilities 1.8%
Basic Materials 1.7%