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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 8 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMD ADVANCED MICRO DEVICES INC Technology 1,712.0 $348K 0.08% -74.0 -4.1% $203.43 +155.1%
142 FNCL FIDELITY COVINGTON TRUST 4,850.0 $340K 0.08% $70.20 +4.0%
143 SCHJ SCHWAB STRATEGIC TR 13,669.0 $338K 0.08% +4K +46.2% $24.72 -0.2%
144 TLT ISHARES TR 3,877.0 $336K 0.08% $86.69 -1.2%
145 APH AMPHENOL CORP Technology 2,642.0 $334K 0.08% +42.0 +1.6% $126.35 +16.6%
146 XLV SELECT SECTOR SPDR TR 2,257.0 $331K 0.08% -612.0 -21.3% $146.61 +2.8%
147 WM WASTE MGMT INC DEL Industrials 1,440.0 $331K 0.08% -70.0 -4.6% $229.79 -6.6%
148 IAU ISHARES GOLD TR Financial Services 3,707.0 $327K 0.08% $88.16 -4.0%
149 BLK BLACKROCK INC Financial Services 336.0 $323K 0.08% -7.0 -2.0% $961.71 +9.0%
150 PCAR PACCAR INC Industrials 2,750.0 $318K 0.08% +30.0 +1.1% $115.50 -3.1%
151 XLU SELECT SECTOR SPDR TR 6,869.0 $315K 0.07% -11K -60.6% $45.89 -2.5%
152 IJR ISHARES TR 2,488.0 $309K 0.07% -218.0 -8.1% $124.33 +12.4%
153 UNH UNITEDHEALTH GROUP INC Healthcare 1,139.0 $308K 0.07% -258.0 -18.5% $270.59 +41.0%
154 TT TRANE TECHNOLOGIES PLC Industrials 728.0 $303K 0.07% -306.0 -29.6% $416.74 +8.8%
155 VGT VANGUARD WORLD FD 432.0 $301K 0.07% +36.0 +9.1% $697.72 -82.9%
156 VRTX VERTEX PHARMACEUTICALS INC Healthcare 654.0 $292K 0.07% -159.0 -19.6% $446.54 +0.1%
157 ABBV ABBVIE INC Healthcare 1,328.0 $289K 0.07% +132.0 +11.0% $217.49 +0.3%
158 COF CAPITAL ONE FINL CORP Financial Services 1,570.0 $286K 0.07% -54.0 -3.3% $182.43 +1.7%
159 PAYX PAYCHEX INC Industrials 3,027.0 $279K 0.07% +299.0 +11.0% $92.12 +3.8%
160 VNQ VANGUARD INDEX FDS 3,121.0 $277K 0.07% +638.0 +25.7% $88.70 +9.1%
Page 8 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%