D.B. Root & Company
Latest statistics and disclosures from D.B. Root & Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JCPB, SCHX, PYLD, VIG, DFAI, and represent 40.08% of D.B. Root & Company's stock portfolio.
- Added to shares of these 10 stocks: JCPB, VXUS, VO, PYLD, SCHD, VIG, ZALT, INTC, OLLI, DFAI.
- Started 22 new stock positions in LQD, IOCT, MS, WDC, PANW, TJX, IJUL, VCRM, BE, MRVL. CRWD, SPLV, URI, IMAY, NET, CDNS, BMAY, INTC, TXN, SPCX, OLLI, DELL.
- Reduced shares in these 10 stocks: VGMS, SCHX, LFUS, MU, TRMB, BJAN, NFLX, SCHG, SPY, TT.
- Sold out of its positions in CEG, BJAN, LHX, NFLX, TRMB, TT.
- D.B. Root & Company was a net buyer of stock by $23M.
- D.B. Root & Company has $471M in assets under management (AUM), dropping by 12.48%.
- Central Index Key (CIK): 0001731717
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Portfolio Holdings for D.B. Root & Company
D.B. Root & Company holds 207 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 16.3 | $77M | +6% | 1.6M | 46.94 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 9.1 | $43M | 1.5M | 29.43 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 7.4 | $35M | +8% | 1.3M | 26.52 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 4.0 | $19M | +4% | 80k | 236.62 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 3.2 | $15M | +4% | 369k | 41.25 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.9 | $14M | 470k | 28.96 |
|
|
| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 2.5 | $12M | +6% | 343k | 33.87 |
|
| Apple (AAPL) | 2.4 | $12M | 40k | 289.36 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 2.0 | $9.6M | +59% | 112k | 85.49 |
|
| Innovator Etfs Trust Buff Step Up Etf (BSTP) | 1.8 | $8.6M | +2% | 218k | 39.33 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.7 | $8.2M | +42% | 259k | 31.71 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.6 | $7.6M | -4% | 224k | 33.84 |
|
| Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF) | 1.5 | $7.3M | +7% | 231k | 31.48 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.5 | $6.9M | 47k | 147.73 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $6.8M | +10% | 9.8k | 686.78 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.3 | $6.2M | -2% | 33k | 190.52 |
|
| Dick's Sporting Goods (DKS) | 1.3 | $6.1M | 27k | 226.81 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $5.9M | -2% | 16k | 370.04 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $4.8M | -3% | 24k | 200.09 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $4.8M | +2% | 13k | 368.38 |
|
| Amazon (AMZN) | 1.0 | $4.7M | -3% | 20k | 238.34 |
|
| Thornburg Etf Tr Multi Sector Bd (TMB) | 1.0 | $4.6M | +4% | 183k | 25.35 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $4.3M | +272% | 54k | 80.57 |
|
| Corning Incorporated (GLW) | 0.8 | $4.0M | -2% | 16k | 255.42 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.8M | 11k | 357.38 |
|
|
| Automatic Data Processing (ADP) | 0.8 | $3.7M | 17k | 223.95 |
|
|
| Microsoft Corporation (MSFT) | 0.8 | $3.7M | 9.8k | 373.02 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $3.6M | +4% | 130k | 27.70 |
|
| Wal-Mart Stores (WMT) | 0.7 | $3.4M | 30k | 113.26 |
|
|
| Micron Technology (MU) | 0.7 | $3.1M | -14% | 2.7k | 1154.29 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.7 | $3.1M | +14% | 53k | 58.98 |
|
| Broadcom (AVGO) | 0.6 | $2.7M | +15% | 7.2k | 377.75 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $2.5M | -5% | 2.7k | 935.35 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $2.3M | 17k | 136.72 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $2.2M | +23% | 48k | 46.81 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $2.1M | -13% | 2.8k | 746.82 |
|
| Meta Platforms Cl A (META) | 0.4 | $2.1M | -5% | 3.7k | 563.29 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $2.1M | -2% | 26k | 79.03 |
|
| Ishares Em Mkts Div Etf (DVYE) | 0.4 | $2.0M | +34% | 61k | 32.23 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.0M | 3.9k | 500.39 |
|
|
| Tesla Motors (TSLA) | 0.4 | $1.8M | +26% | 4.3k | 420.60 |
|
| Eaton Corp SHS (ETN) | 0.4 | $1.7M | 4.0k | 426.12 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.6M | 2.1k | 736.39 |
|
|
| Cummins (CMI) | 0.3 | $1.5M | 2.1k | 713.21 |
|
|
| Cisco Systems (CSCO) | 0.3 | $1.4M | +2% | 12k | 117.46 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.4M | -15% | 6.5k | 212.77 |
|
| Rh (RH) | 0.3 | $1.4M | 8.4k | 164.73 |
|
|
| Home Depot (HD) | 0.3 | $1.4M | -4% | 3.9k | 352.71 |
|
| Williams Companies (WMB) | 0.3 | $1.3M | 18k | 74.34 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.2M | 3.8k | 327.37 |
|
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.2M | -4% | 6.4k | 189.73 |
|
| Coca-Cola Company (KO) | 0.3 | $1.2M | +2% | 15k | 81.27 |
|
| Southern Copper Corporation (SCCO) | 0.3 | $1.2M | 6.8k | 174.26 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.2M | +40% | 20k | 59.69 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | +14% | 968.00 | 1199.60 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.2M | +16% | 2.0k | 580.91 |
|
| Vanguard Malvern Fds Multi Sector (VGMS) | 0.2 | $1.1M | -67% | 22k | 51.29 |
|
| PNC Financial Services (PNC) | 0.2 | $1.1M | 4.6k | 246.19 |
|
|
| Simpson Manufacturing (SSD) | 0.2 | $1.1M | -15% | 5.1k | 209.35 |
|
| Stryker Corporation (SYK) | 0.2 | $1.1M | +7% | 3.4k | 314.87 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.1M | -4% | 2.1k | 513.60 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.1M | 18k | 58.20 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $1.0M | -21% | 10k | 102.19 |
|
| Chevron Corporation (CVX) | 0.2 | $1.0M | +5% | 6.1k | 165.77 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.2 | $1.0M | 5.5k | 185.23 |
|
|
| Emcor (EME) | 0.2 | $1.0M | -12% | 1.2k | 829.88 |
|
| Qualcomm (QCOM) | 0.2 | $1.0M | 5.4k | 184.78 |
|
|
| Applied Materials (AMAT) | 0.2 | $982k | -4% | 1.4k | 723.00 |
|
| Gra (GGG) | 0.2 | $960k | +11% | 13k | 75.61 |
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.2 | $956k | +5% | 30k | 31.73 |
|
| Aptar (ATR) | 0.2 | $939k | +4% | 7.5k | 125.20 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $925k | -7% | 38k | 24.14 |
|
| Old Republic International Corporation (ORI) | 0.2 | $924k | -2% | 23k | 40.92 |
|
| Tractor Supply Company (TSCO) | 0.2 | $922k | +41% | 29k | 31.61 |
|
| McDonald's Corporation (MCD) | 0.2 | $902k | -4% | 3.3k | 270.32 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $900k | -9% | 17k | 53.11 |
|
| CSX Corporation (CSX) | 0.2 | $899k | -14% | 19k | 47.53 |
|
| Ge Vernova (GEV) | 0.2 | $882k | +2% | 751.00 | 1174.86 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $872k | -5% | 1.7k | 509.55 |
|
| Valmont Industries (VMI) | 0.2 | $861k | -17% | 1.5k | 577.60 |
|
| Caci Intl Cl A (CACI) | 0.2 | $857k | +21% | 1.9k | 463.26 |
|
| Johnson & Johnson (JNJ) | 0.2 | $857k | -3% | 3.4k | 253.97 |
|
| Caterpillar (CAT) | 0.2 | $850k | -3% | 798.00 | 1064.90 |
|
| Nike CL B (NKE) | 0.2 | $824k | +16% | 20k | 41.05 |
|
| Smucker J M Com New (SJM) | 0.2 | $823k | -9% | 7.3k | 112.50 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $815k | 1.1k | 748.65 |
|
|
| J&J Snack Foods (JJSF) | 0.2 | $783k | +4% | 11k | 73.45 |
|
| Visa Com Cl A (V) | 0.2 | $765k | +2% | 2.2k | 343.09 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $756k | +7% | 10k | 75.45 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $749k | 1.00 | 748850.00 |
|
|
| Sonoco Products Company (SON) | 0.2 | $748k | -4% | 13k | 56.35 |
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.2 | $727k | 14k | 50.83 |
|
|
| Intel Corporation (INTC) | 0.2 | $727k | NEW | 5.2k | 139.63 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $724k | NEW | 9.4k | 76.88 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $722k | 2.0k | 353.33 |
|
|
| Wisdomtree Tr Itl High Div Fd (DTH) | 0.2 | $710k | 13k | 54.11 |
|
|
| Ishares Tr Intl Dev Sml Cp (ISVL) | 0.1 | $696k | 14k | 50.35 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $695k | 6.5k | 107.13 |
|
|
| Advanced Drain Sys Inc Del (WMS) | 0.1 | $663k | +4% | 4.2k | 156.96 |
|
| Cava Group Ord (CAVA) | 0.1 | $651k | +4% | 8.3k | 78.48 |
|
| PPG Industries (PPG) | 0.1 | $642k | 5.3k | 121.30 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $641k | -14% | 1.3k | 477.57 |
|
| Badger Meter (BMI) | 0.1 | $629k | +49% | 4.2k | 148.38 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $619k | +494% | 7.2k | 86.14 |
|
| Pepsi (PEP) | 0.1 | $605k | -9% | 4.5k | 135.40 |
|
| Dutch Bros Cl A (BROS) | 0.1 | $602k | +17% | 8.4k | 71.81 |
|
| Main Street Capital Corporation (MAIN) | 0.1 | $602k | -8% | 12k | 51.88 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $600k | +8% | 14k | 43.71 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $593k | NEW | 2.0k | 302.70 |
|
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.1 | $582k | +14% | 5.8k | 100.96 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $581k | 11k | 53.61 |
|
|
| Littelfuse (LFUS) | 0.1 | $573k | -50% | 1.3k | 455.33 |
|
| SYSCO Corporation (SYY) | 0.1 | $572k | +4% | 6.8k | 83.58 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $571k | +20% | 11k | 53.47 |
|
| Procter & Gamble Company (PG) | 0.1 | $560k | 3.8k | 146.64 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $544k | +36% | 9.9k | 55.18 |
|
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.1 | $541k | NEW | 7.1k | 76.40 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $539k | +240% | 4.3k | 124.16 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $538k | 1.2k | 433.33 |
|
|
| Vanguard Malvern Fds Total Inflation (VTP) | 0.1 | $536k | 7.0k | 76.65 |
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| Toro Company (TTC) | 0.1 | $536k | 5.5k | 97.42 |
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| UnitedHealth (UNH) | 0.1 | $532k | +12% | 1.3k | 415.63 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $531k | -13% | 4.2k | 126.59 |
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| Verizon Communications (VZ) | 0.1 | $530k | +4% | 13k | 42.34 |
|
| FactSet Research Systems (FDS) | 0.1 | $514k | -11% | 2.2k | 230.08 |
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| Union Pacific Corporation (UNP) | 0.1 | $514k | +3% | 1.9k | 272.00 |
|
| Kla Corp Com New (KLAC) | 0.1 | $513k | +911% | 1.7k | 301.71 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $503k | 14k | 36.87 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $502k | +2% | 7.1k | 71.25 |
|
| Philip Morris International (PM) | 0.1 | $496k | -3% | 2.7k | 180.91 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $464k | +2% | 3.4k | 136.95 |
|
| Merck & Co (MRK) | 0.1 | $458k | 3.6k | 128.49 |
|
|
| Innovator Etfs Trust Us Eqty Bufr May (BMAY) | 0.1 | $457k | NEW | 9.7k | 47.35 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $454k | -2% | 2.6k | 176.32 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $442k | 13k | 34.27 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $440k | 3.8k | 116.67 |
|
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.1 | $440k | +17% | 5.3k | 83.07 |
|
| Goldman Sachs (GS) | 0.1 | $438k | -3% | 433.00 | 1011.37 |
|
| Sempra Energy (SRE) | 0.1 | $435k | 4.7k | 92.71 |
|
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $433k | -7% | 5.8k | 74.96 |
|
| Ftai Aviation SHS (FTAI) | 0.1 | $428k | 1.6k | 270.53 |
|
|
| Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) | 0.1 | $425k | +41% | 7.8k | 54.31 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $423k | -2% | 12k | 36.13 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $421k | 1.1k | 370.59 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $413k | +700% | 3.5k | 119.52 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $413k | -25% | 1.4k | 300.49 |
|
| Public Service Enterprise (PEG) | 0.1 | $389k | -5% | 4.8k | 81.15 |
|
| Shake Shack Cl A (SHAK) | 0.1 | $386k | +14% | 6.9k | 56.02 |
|
| Innovator Etfs Trust Intrnl Dev July (IJUL) | 0.1 | $372k | NEW | 10k | 35.97 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $371k | 4.9k | 76.56 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $369k | 2.5k | 148.31 |
|
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| Abbvie (ABBV) | 0.1 | $355k | +6% | 1.4k | 251.64 |
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| Citigroup Com New (C) | 0.1 | $343k | +2% | 2.4k | 139.96 |
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| Waste Management (WM) | 0.1 | $337k | +4% | 1.5k | 222.88 |
|
| Paccar (PCAR) | 0.1 | $328k | 2.7k | 120.12 |
|
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| Dell Technologies CL C (DELL) | 0.1 | $328k | NEW | 760.00 | 431.46 |
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| Capital One Financial (COF) | 0.1 | $319k | 1.6k | 200.62 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $315k | +5% | 843.00 | 373.73 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $311k | -13% | 2.0k | 158.69 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $303k | -2% | 1.2k | 246.30 |
|
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $302k | -10% | 12k | 24.66 |
|
| Dominion Resources (D) | 0.1 | $298k | +3% | 4.4k | 68.28 |
|
| Blackrock (BLK) | 0.1 | $294k | -8% | 306.00 | 961.56 |
|
| Progressive Corporation (PGR) | 0.1 | $292k | +3% | 1.3k | 218.45 |
|
| Paychex (PAYX) | 0.1 | $291k | -2% | 3.0k | 98.33 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $289k | NEW | 968.00 | 298.07 |
|
| Innovator Etfs Trust Intl Dev Pwr May (IMAY) | 0.1 | $285k | NEW | 9.0k | 31.73 |
|
| Oracle Corporation (ORCL) | 0.1 | $285k | +4% | 1.9k | 146.55 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $283k | 2.6k | 107.50 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $283k | -6% | 2.9k | 96.43 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $279k | 932.00 | 299.01 |
|
|
| Marvell Technology (MRVL) | 0.1 | $274k | NEW | 918.00 | 297.89 |
|
| Innovator Etfs Trust Laddered Alc Bfr (BUFB) | 0.1 | $272k | -3% | 6.9k | 39.31 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $271k | 1.2k | 217.86 |
|
|
| Kite Realty Group Trust Com New (KRG) | 0.1 | $266k | 9.4k | 28.38 |
|
|
| Altria (MO) | 0.1 | $260k | 3.6k | 71.95 |
|
|
| Koppers Holdings (KOP) | 0.1 | $256k | 5.7k | 44.90 |
|
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $256k | 4.4k | 58.42 |
|
|
| Innovator Etfs Trust Intl De Pwr Dece (IDEC) | 0.1 | $252k | 7.3k | 34.32 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $252k | 1.4k | 178.54 |
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| Wp Carey (WPC) | 0.1 | $251k | 3.5k | 71.49 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $248k | -23% | 499.00 | 496.73 |
|
| First Tr Exchange-traded A Com Shs (FEX) | 0.1 | $248k | 1.8k | 139.87 |
|
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| United Rentals (URI) | 0.1 | $246k | NEW | 217.00 | 1132.89 |
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| Amgen (AMGN) | 0.1 | $244k | -4% | 675.00 | 362.12 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $238k | -15% | 3.1k | 75.51 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $232k | 2.8k | 83.75 |
|
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| Enbridge (ENB) | 0.0 | $232k | 4.3k | 54.21 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $231k | NEW | 303.00 | 763.14 |
|
| Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) | 0.0 | $230k | -6% | 4.0k | 57.63 |
|
| Innovator Etfs Trust Innovator Intl D (IMAR) | 0.0 | $230k | +5% | 7.5k | 30.45 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $228k | -53% | 1.6k | 144.61 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $227k | -32% | 2.6k | 86.42 |
|
| Moody's Corporation (MCO) | 0.0 | $227k | 501.00 | 452.92 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $225k | 2.4k | 92.27 |
|
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $214k | -31% | 4.7k | 45.34 |
|
| TJX Companies (TJX) | 0.0 | $212k | NEW | 1.4k | 151.50 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $210k | NEW | 1.9k | 109.07 |
|
| Cadence Design Systems (CDNS) | 0.0 | $210k | NEW | 559.00 | 375.32 |
|
| S&p Global (SPGI) | 0.0 | $208k | -11% | 510.00 | 407.26 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $206k | NEW | 1.2k | 170.86 |
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| Innovator Etfs Trust International Dv (IOCT) | 0.0 | $206k | NEW | 5.6k | 36.99 |
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| Palo Alto Networks (PANW) | 0.0 | $205k | NEW | 602.00 | 341.02 |
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| Western Digital (WDC) | 0.0 | $204k | NEW | 319.00 | 638.72 |
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| Morgan Stanley Com New (MS) | 0.0 | $204k | NEW | 974.00 | 209.04 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $203k | NEW | 2.7k | 74.90 |
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| Cloudflare Cl A Com (NET) | 0.0 | $202k | NEW | 824.00 | 245.28 |
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Past Filings by D.B. Root & Company
SEC 13F filings are viewable for D.B. Root & Company going back to 2017
- D.B. Root & Company 2026 Q2 filed Aug. 13, 2026
- D.B. Root & Company 2026 Q1 filed May 13, 2026
- D.B. Root & Company 2025 Q4 filed Feb. 3, 2026
- D.B. Root & Company 2025 Q3 filed Nov. 6, 2025
- D.B. Root & Company 2025 Q2 filed July 22, 2025
- D.B. Root & Company 2025 Q1 filed May 14, 2025
- D.B. Root & Company 2024 Q4 filed Jan. 17, 2025
- D.B. Root & Company 2024 Q3 filed Oct. 31, 2024
- D.B. Root & Company 2024 Q2 filed July 15, 2024
- D.B. Root & Company 2024 Q1 filed April 17, 2024
- D.B. Root & Company 2023 Q4 filed Jan. 16, 2024
- D.B. Root & Company 2023 Q3 filed Nov. 3, 2023
- D.B. Root & Company 2023 Q2 filed July 18, 2023
- D.B. Root & Company 2023 Q1 filed April 18, 2023
- D.B. Root & Company 2022 Q4 filed Jan. 27, 2023
- D.B. Root & Company 2022 Q3 filed Oct. 26, 2022