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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 4 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SSD SIMPSON MFG INC Industrials 6,067.0 $1.0M 0.25% -171.0 -2.7% $171.62 +11.2%
62 SYK STRYKER CORPORATION Healthcare 3,160.0 $1.0M 0.25% $328.56 -6.8%
63 EME EMCOR GROUP INC Industrials 1,384.0 $1.0M 0.24% -163.0 -10.5% $738.31 +15.6%
64 SCHO SCHWAB STRATEGIC TR 41,527.0 $1.0M 0.24% +7K +19.7% $24.27 -0.3%
65 GGG GRACO INC Industrials 11,398.0 $965K 0.23% -332.0 -2.8% $84.65 -11.3%
66 PNC PNC FINL SVCS GROUP INC Financial Services 4,617.0 $961K 0.23% +257.0 +5.9% $208.07 +5.9%
67 TSCO TRACTOR SUPPLY CO Consumer Cyclical 20,676.0 $937K 0.22% -416.0 -2.0% $45.30 -31.3%
68 ORI OLD REP INTL CORP Financial Services 23,099.0 $922K 0.22% $39.90 -5.3%
69 CSCO CISCO SYS INC Technology 11,866.0 $921K 0.22% +163.0 +1.4% $77.59 +53.3%
70 CSX CSX CORP Industrials 22,177.0 $910K 0.22% -2K -8.9% $41.05 +12.5%
71 NKE NIKE INC Consumer Cyclical 17,183.0 $908K 0.22% +945.0 +5.8% $52.82 -10.1%
72 ATR APTARGROUP INC Healthcare 7,155.0 $902K 0.21% -606.0 -7.8% $126.02 -8.1%
73 SCHY SCHWAB STRATEGIC TR 28,428.0 $900K 0.21% +9K +49.4% $31.66 +2.3%
74 XLI SELECT SECTOR SPDR TR 5,556.0 $899K 0.21% +4K +271.9% $161.73 +7.6%
75 LFUS LITTELFUSE INC Technology 2,561.0 $869K 0.21% -705.0 -21.6% $339.35 +39.1%
76 GDX VANECK ETF TRUST 9,343.0 $857K 0.20% +563.0 +6.4% $91.77 -4.5%
77 JNJ JOHNSON & JOHNSON Healthcare 3,480.0 $851K 0.20% +263.0 +8.2% $244.44 -5.6%
78 CACI CACI INTL INC Technology 1,518.0 $826K 0.20% -43.0 -2.8% $543.87 -3.1%
79 JJSF J & J SNACK FOODS CORP Consumer Defensive 10,243.0 $812K 0.19% +546.0 +5.6% $79.27 -1.7%
80 SJM SMUCKER J M CO Consumer Defensive 8,090.0 $780K 0.19% -71.0 -0.9% $96.44 +7.4%
Page 4 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%