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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 5 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LLY ELI LILLY & CO Healthcare 846.0 $778K 0.19% +27.0 +3.3% $919.91 +21.8%
82 PEP PEPSICO INC Consumer Defensive 4,912.0 $763K 0.18% +399.0 +8.8% $155.29 -5.9%
83 VWO VANGUARD INTL EQUITY INDEX F 13,989.0 $756K 0.18% NEW $54.05 +11.1%
84 SON SONOCO PRODS CO Consumer Cyclical 13,939.0 $754K 0.18% -1K -7.7% $54.09 -8.0%
85 IVV ISHARES TR 1,105.0 $722K 0.17% -89.0 -7.5% $653.08 +16.0%
86 VMI VALMONT INDS INC Industrials 1,803.0 $720K 0.17% -50.0 -2.7% $399.57 +31.8%
87 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.17% $718140.00
88 DTH WISDOMTREE TR 13,120.0 $710K 0.17% $54.09 +4.5%
89 XLC SELECT SECTOR SPDR TR 6,364.0 $706K 0.17% -13K -66.8% $110.86 +5.0%
90 XLB SELECT SECTOR SPDR TR 14,109.0 $705K 0.17% NEW $49.97 +2.9%
91 QCOM QUALCOMM INC Technology 5,366.0 $691K 0.17% -338.0 -5.9% $128.77 +93.1%
92 ISVL ISHARES TR 14,000.0 $674K 0.16% +6K +77.2% $48.11 +8.9%
93 MAIN MAIN STR CAP CORP Financial Services 12,688.0 $672K 0.16% $52.96 -2.9%
94 V VISA INC Financial Services 2,185.0 $660K 0.16% +66.0 +3.1% $302.25 +6.4%
95 CAVA CAVA GROUP INC Consumer Cyclical 7,947.0 $643K 0.15% +419.0 +5.6% $80.90 -3.5%
96 GEV GE VERNOVA INC Utilities 734.0 $641K 0.15% +136.0 +22.7% $872.90 +15.5%
97 DUK DUKE ENERGY CORP NEW Utilities 4,844.0 $634K 0.15% +84.0 +1.8% $130.95 -4.9%
98 DJP BARCLAYS BANK PLC Financial Services 12,650.0 $609K 0.14% +5K +75.7% $48.14 +0.7%
99 SLV ISHARES SILVER TR Financial Services 8,876.0 $605K 0.14% -795.0 -8.2% $68.14 +0.5%
100 VZ VERIZON COMMUNICATIONS INC Communication Services 12,022.0 $604K 0.14% +198.0 +1.7% $50.20 -4.4%
Page 5 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%