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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 6 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DUK DUKE ENERGY CORP NEW Utilities 4,760.0 $558K 0.14% NEW $117.22 +6.6%
102 VGSH VANGUARD SCOTTSDALE FDS 8,949.0 $526K 0.13% NEW $58.73 -1.0%
103 CAT CATERPILLAR INC Industrials 904.0 $518K 0.13% NEW $572.87 +58.9%
104 JHMM JOHN HANCOCK EXCHANGE TRADED 7,889.0 $517K 0.13% NEW $65.48 +13.4%
105 XLP SELECT SECTOR SPDR TR 6,470.0 $503K 0.12% NEW $77.68 +10.5%
106 SHAK SHAKE SHACK INC Consumer Cyclical 6,141.0 $498K 0.12% NEW $81.17 -28.3%
107 XLE SELECT SECTOR SPDR TR 11,026.0 $493K 0.12% NEW $44.71 +28.7%
108 PM PHILIP MORRIS INTL INC Consumer Defensive 3,043.0 $488K 0.12% NEW $160.38 +14.9%
109 VZ VERIZON COMMUNICATIONS INC Communication Services 11,824.0 $482K 0.12% NEW $40.73 +18.1%
110 UNP UNION PAC CORP Industrials 2,045.0 $473K 0.12% NEW $231.32 +17.9%
111 PG PROCTER AND GAMBLE CO Consumer Defensive 3,296.0 $472K 0.12% NEW $143.31 +4.4%
112 ENVIRI CORP 25,928.0 $465K 0.11% NEW $17.92
113 UNH UNITEDHEALTH GROUP INC Healthcare 1,397.0 $461K 0.11% NEW $330.11 +23.8%
114 SYY SYSCO CORP Consumer Defensive 6,113.0 $450K 0.11% NEW $73.69 +7.5%
115 XLV SELECT SECTOR SPDR TR 2,869.0 $444K 0.11% NEW $154.79 -0.6%
116 CAVA CAVA GROUP INC Consumer Cyclical 7,528.0 $442K 0.11% NEW $58.69 +55.0%
117 XLF SELECT SECTOR SPDR TR 7,794.0 $427K 0.10% NEW $54.77 -2.6%
118 BND VANGUARD BD INDEX FDS 5,739.0 $425K 0.10% NEW $74.07 -1.1%
119 GS GOLDMAN SACHS GROUP INC Financial Services 472.0 $415K 0.10% NEW $879.00 +20.9%
120 SRE SEMPRA Utilities 4,634.0 $409K 0.10% NEW $88.29 +4.5%
Page 6 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%