D.B. Root & Company, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1731717
Institutional-grade research for retail investors
13F Reported Value
ⓘ$418.6M
Holdings
191
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
D.B. Root & Company, LLC disclosed 191 positions worth $418.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 11 new positions and exited 13. The portfolio is most concentrated in Other (70.7% of disclosed assets). All figures are sourced directly from D.B. Root & Company, LLC’s Form 13F-HR filing with the SEC under CIK 1731717.
AI Fund Analysis
DiversifyingJ P MORGAN EXCHANGE TRADED
17.3% weight
Held 9 quarters
SCHWAB STRATEGIC TR
9.0% weight
Held 9 quarters
PIMCO ETF TR
7.6% weight
Held 5 quarters
VANGUARD SPECIALIZED FUNDS
3.9% weight
Held 9 quarters
DIMENSIONAL ETF TRUST
3.3% weight
Held 9 quarters
J P MORGAN EXCHANGE TRADED
8 quarters accumulating
$GLD7 quarters accumulating
$IVZ7 quarters accumulating
$PCAR7 quarters accumulating
INNOVATOR ETFS TRUST
6 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsIndustrialsMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
J P MORGAN EXCHANGE TRADED F
—Quality
$72.5M1,540,528 shSCHWAB STRATEGIC TR
—Quality
$37.7M1,471,484 shPIMCO ETF TR
—Quality
$31.8M1,212,432 shVANGUARD SPECIALIZED FUNDS
—Quality
$16.5M76,501 shDIMENSIONAL ETF TRUST
—Quality
$13.7M352,526 shSCHWAB STRATEGIC TR
—Quality
$11.6M461,496 shINNOVATOR ETFS TRUST
—Quality
$10.4M321,005 sh- 76.1
Quality
$10.1M39,868 sh INNOVATOR ETFS TRUST
—Quality
$7.6M211,438 shSCHWAB STRATEGIC TR
—Quality
$6.8M234,741 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | — | $72.5M | 1,540,528 |
| SCHWAB STRATEGIC TR | — | $37.7M | 1,471,484 |
| PIMCO ETF TR | — | $31.8M | 1,212,432 |
| VANGUARD SPECIALIZED FUNDS | — | $16.5M | 76,501 |
| DIMENSIONAL ETF TRUST | — | $13.7M | 352,526 |
| SCHWAB STRATEGIC TR | — | $11.6M | 461,496 |
| INNOVATOR ETFS TRUST | — | $10.4M | 321,005 |
 Apple Inc.$AAPL | 76.1 | $10.1M | 39,868 |
| INNOVATOR ETFS TRUST | — | $7.6M | 211,438 |
| SCHWAB STRATEGIC TR | — | $6.8M | 234,741 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of D.B. Root & Company, LLC's 191 positions.
Showing top 10 of 191 holdings.
Sector Allocation
Other
$295.9M
Technology
$39.5M
Consumer Discretionary
$25.2M
Financials
$19.1M
Industrials
$14.5M
Materials
$6.1M
Energy
$5.6M
Consumer Staples
$4.7M
Full Holdings — D.B. Root & Company, LLC (Q1 2026)
All 191 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | J P MORGAN EXCHANGE TRADED F | $72.5M | 17.3% | +2% | — |
| 2 | — | SCHWAB STRATEGIC TR | $37.7M | 9.0% | +1% | — |
| 3 | — | PIMCO ETF TR | $31.8M | 7.6% | +5% | — |
| 4 | — | VANGUARD SPECIALIZED FUNDS | $16.5M | 3.9% | -2% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $13.7M | 3.3% | +24% | — |
| 6 | — | SCHWAB STRATEGIC TR | $11.6M | 2.8% | +0% | — |
| 7 | — | INNOVATOR ETFS TRUST | $10.4M | 2.5% | +0% | — |
| 8 | $AAPL | Apple Inc. | $10.1M | 2.4% | +1% | 76.1 |
| 9 | — | INNOVATOR ETFS TRUST | $7.6M | 1.8% | -5% | — |
| 10 | — | SCHWAB STRATEGIC TR | $6.8M | 1.6% | -1% | — |
| 11 | — | INNOVATOR ETFS TRUST | $6.3M | 1.5% | +5% | — |
| 12 | — | ISHARES TR | $6.3M | 1.5% | +4% | — |
| 13 | — | SCHWAB STRATEGIC TR | $5.6M | 1.3% | +0% | — |
| 14 | $GLD | SPDR GOLD TRUST | $5.4M | 1.3% | +0% | — |
| 15 | — | VANGUARD STAR FDS | $5.4M | 1.3% | +217% | — |
| 16 |  $DKS | DICK'S SPORTING GOODS, INC. | $5.3M | 1.3% | +0% | 67.9 |
| 17 | — | VANGUARD INDEX FDS | $5.3M | 1.3% | -3% | — |
| 18 | — | VANGUARD INDEX FDS | $5.3M | 1.3% | +9% | — |
| 19 | — | THORNBURG ETF TR | $4.5M | 1.1% | +5% | — |
| 20 | — | SELECT SECTOR SPDR TR | $4.4M | 1.1% | -5% | — |
| 21 |  $NVDA | NVIDIA CORP | $4.3M | 1.0% | -1% | 90.2 |
| 22 |  $AMZN | AMAZON COM INC | $4.2M | 1.0% | -1% | 74.6 |
| 23 | — | VANGUARD INDEX FDS | $4.2M | 1.0% | -6% | — |
| 24 |  $WMT | Walmart Inc. | $3.9M | 0.9% | -3% | 63.2 |
| 25 |  $MSFT | MICROSOFT CORP | $3.6M | 0.9% | -3% | 83.7 |
| 26 | — | VANGUARD MALVERN FDS | $3.4M | 0.8% | +17% | — |
| 27 |  $ADP | AUTOMATIC DATA PROCESSING INC | $3.4M | 0.8% | -0% | 77.9 |
| 28 | — | SCHWAB STRATEGIC TR | $3.1M | 0.7% | +1% | — |
| 29 |  $GOOG | Alphabet Inc. | $3.0M | 0.7% | -2% | 80.2 |
| 30 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.8M | 0.7% | -1% | 67 |
| 31 |  $XOM | EXXON MOBIL CORP | $2.8M | 0.7% | +8% | 61.8 |
| 32 | — | VANGUARD SCOTTSDALE FDS | $2.8M | 0.7% | +30% | — |
| 33 |  $META | Meta Platforms, Inc. | $2.3M | 0.5% | +4% | 80.9 |
| 34 |  $GLW | CORNING INC /NY | $2.2M | 0.5% | -3% | 72.7 |
| 35 |  $SPY | SPDR S&P 500 ETF TRUST | $2.1M | 0.5% | +16% | — |
| 36 | — | VANGUARD SCOTTSDALE FDS | $2.1M | 0.5% | +1% | — |
| 37 |  $AVGO | Broadcom Inc. | $1.9M | 0.5% | -5% | 86.4 |
| 38 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8M | 0.4% | +1% | 64.5 |
| 39 | — | VANGUARD SCOTTSDALE FDS | $1.8M | 0.4% | +9% | — |
| 40 | — | ISHARES INC | $1.6M | 0.4% | +318% | — |
| 41 | $IVZ | Invesco Ltd. | $1.5M | 0.3% | +0% | — |
| 42 |  $ETN | Eaton Corp plc | $1.4M | 0.3% | +1% | — |
| 43 |  $HD | HOME DEPOT, INC. | $1.3M | 0.3% | -1% | 69.2 |
| 44 |  $WMB | WILLIAMS COMPANIES, INC. | $1.3M | 0.3% | +0% | 72.8 |
| 45 |  $RTX | RTX Corp | $1.3M | 0.3% | -1% | 70 |
| 46 |  $TSLA | Tesla, Inc. | $1.3M | 0.3% | +1% | 50.1 |
| 47 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.2M | 0.3% | +0% | — |
| 48 |  $CVX | CHEVRON CORP | $1.2M | 0.3% | +5% | 54.7 |
| 49 |  $RH | RH | $1.2M | 0.3% | -5% | 53.2 |
| 50 |  $SCCO | SOUTHERN COPPER CORP/ | $1.2M | 0.3% | +0% | 86.6 |
| 51 |  $CMI | CUMMINS INC | $1.2M | 0.3% | +0% | 58.9 |
| 52 | — | SELECT SECTOR SPDR TR | $1.1M | 0.3% | +69% | — |
| 53 |  $SBUX | STARBUCKS CORP | $1.1M | 0.3% | -2% | 54.6 |
| 54 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.3% | -6% | 35.6 |
| 55 |  $KO | COCA COLA CO | $1.1M | 0.3% | +1% | 74 |
| 56 |  $LMT | LOCKHEED MARTIN CORP | $1.1M | 0.3% | +0% | 65 |
| 57 |  $MA | Mastercard Inc | $1.1M | 0.3% | +5% | 81.7 |
| 58 |  $MCD | MCDONALDS CORP | $1.1M | 0.3% | +3% | 73.9 |
| 59 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 0.3% | +105% | — |
| 60 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.3% | +21% | 88.4 |
| 61 |  $SSD | Simpson Manufacturing Co., Inc. | $1.0M | 0.3% | -3% | 62.6 |
| 62 |  $SYK | STRYKER CORP | $1.0M | 0.3% | -0% | 69.8 |
| 63 |  $EME | EMCOR Group, Inc. | $1.0M | 0.2% | -11% | 71.7 |
| 64 | — | SCHWAB STRATEGIC TR | $1.0M | 0.2% | +20% | — |
| 65 |  $GGG | GRACO INC | $964,841 | 0.2% | -3% | 67.2 |
| 66 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $960,652 | 0.2% | +6% | 70.9 |
| 67 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $936,623 | 0.2% | -2% | 60.7 |
| 68 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $921,650 | 0.2% | -0% | 70.4 |
| 69 |  $CSCO | CISCO SYSTEMS, INC. | $920,677 | 0.2% | +1% | 72.3 |
| 70 |  $CSX | CSX CORP | $910,366 | 0.2% | -9% | 66.4 |
| 71 |  $NKE | NIKE, Inc. | $907,625 | 0.2% | +6% | 53.4 |
| 72 |  $ATR | APTARGROUP, INC. | $901,673 | 0.2% | -8% | 64 |
| 73 | — | SCHWAB STRATEGIC TR | $900,044 | 0.2% | +49% | — |
| 74 | — | SELECT SECTOR SPDR TR | $898,572 | 0.2% | +272% | — |
| 75 |  $LFUS | LITTELFUSE INC /DE | $869,075 | 0.2% | -22% | 58.7 |
| 76 | — | VANECK ETF TRUST | $857,407 | 0.2% | +6% | — |
| 77 |  $JNJ | JOHNSON & JOHNSON | $850,651 | 0.2% | +8% | 72.8 |
| 78 |  $CACI | CACI INTERNATIONAL INC /DE/ | $825,595 | 0.2% | -3% | 66.7 |
| 79 |  $JJSF | J&J SNACK FOODS CORP | $811,963 | 0.2% | +6% | 45.4 |
| 80 |  $SJM | J M SMUCKER Co | $780,200 | 0.2% | -1% | 46.4 |
| 81 |  $LLY | ELI LILLY & Co | $778,242 | 0.2% | +3% | 89.3 |
| 82 |  $PEP | PEPSICO INC | $762,784 | 0.2% | +9% | 62.7 |
| 83 | — | VANGUARD INTL EQUITY INDEX F | $756,112 | 0.2% | NEW | — |
| 84 |  $SON | SONOCO PRODUCTS CO | $753,961 | 0.2% | -8% | 63 |
| 85 | — | ISHARES TR | $721,653 | 0.2% | -7% | — |
| 86 |  $VMI | VALMONT INDUSTRIES INC | $720,425 | 0.2% | -3% | 60.1 |
| 87 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.2% | +0% | 64.5 |
| 88 |  $WT | WisdomTree, Inc. | $709,661 | 0.2% | +0% | 62.9 |
| 89 | — | SELECT SECTOR SPDR TR | $705,513 | 0.2% | -67% | — |
| 90 | — | SELECT SECTOR SPDR TR | $705,027 | 0.2% | +28% | — |
| 91 |  $QCOM | QUALCOMM INC/DE | $690,989 | 0.2% | -6% | 81.9 |
| 92 | — | ISHARES TR | $673,568 | 0.2% | +77% | — |
| 93 |  $MAIN | Main Street Capital CORP | $671,956 | 0.2% | -0% | — |
| 94 |  $V | VISA INC. | $660,412 | 0.2% | +3% | 83.5 |
| 95 |  $CAVA | CAVA GROUP, INC. | $642,912 | 0.1% | +6% | 62.7 |
| 96 |  $GEV | GE Vernova Inc. | $640,709 | 0.1% | +23% | 70.1 |
| 97 |  $DUK | Duke Energy CORP | $634,330 | 0.1% | +2% | 64 |
| 98 |  $DJP | BARCLAYS BANK PLC | $608,971 | 0.1% | +76% | — |
| 99 |  $SLV | iShares Silver Trust | $604,811 | 0.1% | -8% | — |
| 100 |  $VZ | VERIZON COMMUNICATIONS INC | $603,505 | 0.1% | +2% | 71.6 |
| 101 |  $CAT | CATERPILLAR INC | $588,022 | 0.1% | -8% | 67.8 |
| 102 |  $GOOGL | Alphabet Inc. | $585,481 | 0.1% | -0% | 80.2 |
| 103 |  $PPG | PPG INDUSTRIES INC | $565,433 | 0.1% | -4% | 57.1 |
| 104 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $555,514 | 0.1% | -3% | 58 |
| 105 |  $PLTR | Palantir Technologies Inc. | $546,795 | 0.1% | +5% | 85.8 |
| 106 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $546,164 | 0.1% | +0% | 67.9 |
| 107 | — | SELECT SECTOR SPDR TR | $543,564 | 0.1% | +41% | — |
| 108 | — | ISHARES TR | $543,558 | 0.1% | +0% | — |
| 109 |  $PG | PROCTER & GAMBLE Co | $541,217 | 0.1% | +14% | 72.9 |
| 110 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $536,184 | 0.1% | +2% | 77.6 |
| 111 | — | VANGUARD MALVERN FDS | $532,268 | 0.1% | -88% | — |
| 112 |  $SHAK | Shake Shack Inc. | $529,670 | 0.1% | -3% | 54.5 |
| 113 | — | VANGUARD INDEX FDS | $528,610 | 0.1% | +71% | — |
| 114 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $528,554 | 0.1% | -25% | — |
| 115 |  $TTC | TORO CO | $524,572 | 0.1% | -33% | 69.5 |
| 116 | — | VANGUARD MUN BD FDS | $502,199 | 0.1% | NEW | — |
| 117 |  $AMAT | APPLIED MATERIALS INC /DE | $488,418 | 0.1% | +1% | 74.8 |
| 118 |  $PM | Philip Morris International Inc. | $470,888 | 0.1% | -6% | 80.5 |
| 119 |  $SYY | SYSCO CORP | $466,074 | 0.1% | +7% | 58.4 |
| 120 |  $TRMB | TRIMBLE INC. | $463,785 | 0.1% | -10% | 52.1 |
| 121 | — | ISHARES TR | $454,368 | 0.1% | +11% | — |
| 122 |  $SRE | SEMPRA | $452,909 | 0.1% | +1% | 47.6 |
| 123 | — | INNOVATOR ETFS TRUST | $449,572 | 0.1% | -96% | — |
| 124 |  $UNP | UNION PACIFIC CORP | $443,509 | 0.1% | -11% | 74 |
| 125 | — | VANGUARD TAX-MANAGED FDS | $442,700 | 0.1% | NEW | — |
| 126 |  $BMI | BADGER METER INC | $432,674 | 0.1% | NEW | 71.6 |
| 127 |  $MRK | Merck & Co., Inc. | $430,239 | 0.1% | +6% | 70.9 |
| 128 | — | INNOVATOR ETFS TRUST | $428,754 | 0.1% | +14% | — |
| 129 | — | SCHWAB STRATEGIC TR | $428,516 | 0.1% | +35% | — |
| 130 | — | JOHN HANCOCK EXCHANGE TRADED | $419,455 | 0.1% | -21% | — |
| 131 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $410,796 | 0.1% | +2% | 74.6 |
| 132 |  $__PARK_1390777 | Bank of New York Mellon Corp | $406,901 | 0.1% | NEW | 36.7 |
| 133 | — | VANGUARD SCOTTSDALE FDS | $400,880 | 0.1% | +1% | — |
| 134 |  $NFLX | NETFLIX INC | $393,542 | 0.1% | -1% | 86.7 |
| 135 |  $FTAI | FTAI Aviation Ltd. | $387,590 | 0.1% | -5% | — |
| 136 |  $GS | GOLDMAN SACHS GROUP INC | $379,850 | 0.1% | -5% | — |
| 137 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $371,224 | 0.1% | +0% | 65.9 |
| 138 | — | SELECT SECTOR SPDR TR | $368,254 | 0.1% | -31% | — |
| 139 |  $BROS | Dutch Bros Inc. | $362,574 | 0.1% | NEW | 65.9 |
| 140 | — | SCHWAB STRATEGIC TR | $348,307 | 0.1% | -3% | — |
| 141 |  $AMD | ADVANCED MICRO DEVICES INC | $348,272 | 0.1% | -4% | 78.8 |
| 142 | — | FIDELITY COVINGTON TRUST | $340,470 | 0.1% | +0% | — |
| 143 | — | SCHWAB STRATEGIC TR | $337,966 | 0.1% | +46% | — |
| 144 | — | ISHARES TR | $336,097 | 0.1% | +0% | — |
| 145 |  $APH | AMPHENOL CORP /DE/ | $333,817 | 0.1% | +2% | 80.5 |
| 146 | — | SELECT SECTOR SPDR TR | $330,910 | 0.1% | -21% | — |
| 147 |  $WM | WASTE MANAGEMENT INC | $330,898 | 0.1% | -5% | 70.7 |
| 148 |  $IAU | ISHARES GOLD TRUST | $326,809 | 0.1% | +0% | — |
| 149 |  $BLK | BlackRock, Inc. | $323,135 | 0.1% | -2% | 70.3 |
| 150 | $PCAR | PACCAR INC | $317,628 | 0.1% | +1% | 56.5 |
| 151 | — | SELECT SECTOR SPDR TR | $315,228 | 0.1% | -61% | — |
| 152 | — | ISHARES TR | $309,335 | 0.1% | -8% | — |
| 153 |  $UNH | UNITEDHEALTH GROUP INC | $308,202 | 0.1% | -18% | 66.8 |
| 154 |  $TT | Trane Technologies plc | $303,387 | 0.1% | -30% | — |
| 155 | — | VANGUARD WORLD FD | $301,415 | 0.1% | +9% | — |
| 156 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $292,037 | 0.1% | -20% | 76.6 |
| 157 |  $ABBV | AbbVie Inc. | $288,827 | 0.1% | +11% | 59.3 |
| 158 |  $COF | CAPITAL ONE FINANCIAL CORP | $286,415 | 0.1% | -3% | 71 |
| 159 |  $PAYX | PAYCHEX INC | $278,847 | 0.1% | +11% | 75.1 |
| 160 | — | VANGUARD INDEX FDS | $276,833 | 0.1% | +26% | — |
| 161 | — | INNOVATOR ETFS TRUST | $274,712 | 0.1% | +0% | — |
| 162 |  $ORCL | ORACLE CORP | $272,889 | 0.1% | +16% | 67.2 |
| 163 |  $C | CITIGROUP INC | $271,730 | 0.1% | -25% | 54.8 |
| 164 |  $LRCX | LAM RESEARCH CORP | $267,075 | 0.1% | -6% | 82.4 |
| 165 |  $UPS | UNITED PARCEL SERVICE INC | $261,101 | 0.1% | +29% | 58.2 |
| 166 |  $D | DOMINION ENERGY, INC | $260,672 | 0.1% | +7% | 74.9 |
| 167 | — | VANGUARD INDEX FDS | $259,919 | 0.1% | -92% | — |
| 168 | — | FIDELITY COVINGTON TRUST | $258,549 | 0.1% | +0% | — |
| 169 | — | INNOVATOR ETFS TRUST | $258,337 | 0.1% | +0% | — |
| 170 |  $PGR | PROGRESSIVE CORP/OH/ | $255,730 | 0.1% | -1% | 83.6 |
| 171 | — | VANGUARD WORLD FD | $253,812 | 0.1% | +0% | — |
| 172 |  $AMGN | AMGEN INC | $249,814 | 0.1% | +9% | 79.5 |
| 173 |  $KLAC | KLA CORP | $247,365 | 0.1% | NEW | 84.4 |
| 174 |  $SPGI | S&P Global Inc. | $246,272 | 0.1% | -24% | 79.4 |
| 175 | — | VANGUARD INDEX FDS | $243,817 | 0.1% | -92% | — |
| 176 | — | INNOVATOR ETFS TRUST | $239,283 | 0.1% | +0% | — |
| 177 |  $WPC | W. P. Carey Inc. | $238,696 | 0.1% | -2% | 62.1 |
| 178 |  $ENB | ENBRIDGE INC | $235,996 | 0.1% | -7% | — |
| 179 |  $MO | ALTRIA GROUP, INC. | $235,782 | 0.1% | NEW | 72.1 |
| 180 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $235,737 | 0.1% | -29% | 66.5 |
| 181 |  $SCHW | SCHWAB CHARLES CORP | $229,969 | 0.1% | +2% | 77.2 |
| 182 |  $KRG | KITE REALTY GROUP TRUST | $229,935 | 0.1% | +0% | 45.4 |
| 183 |  $GE | GENERAL ELECTRIC CO | $226,165 | 0.1% | NEW | 74.8 |
| 184 | — | INNOVATOR ETFS TRUST | $225,385 | 0.1% | -98% | — |
| 185 |  $CEG | Constellation Energy Corp | $222,004 | 0.1% | -2% | 62.5 |
| 186 |  $KOP | Koppers Holdings Inc. | $220,669 | 0.1% | NEW | 39 |
| 187 |  $MCO | MOODYS CORP /DE/ | $219,434 | 0.1% | -13% | 81.3 |
| 188 | — | FIRST TR EXCHANGE-TRADED ALP | $215,812 | 0.1% | +0% | — |
| 189 | — | INNOVATOR ETFS TRUST | $208,404 | 0.1% | -97% | — |
| 190 | — | VANGUARD INTL EQUITY INDEX F | $208,403 | 0.1% | NEW | — |
| 191 | — | ISHARES TR | $204,263 | 0.1% | -82% | — |
New Positions (11)
VANGUARD INTL EQUITY INDEX F$756,112
VANGUARD MUN BD FDS$502,199
VANGUARD TAX-MANAGED FDS$442,700
$BMI BADGER METER INC$432,674$__PARK_1390777 Bank of New York Mellon Corp$406,901$BROS Dutch Bros Inc.$362,574$KLAC KLA CORP$247,365$MO ALTRIA GROUP, INC.$235,782$GE GENERAL ELECTRIC CO$226,165$KOP Koppers Holdings Inc.$220,669 VANGUARD INTL EQUITY INDEX F$208,403
Exited Positions (13)
VANGUARD INSTL INDEX FD
SPDR DOW JONES INDL AVERAGE
$NVRI ENVIRI Corp VANGUARD BD INDEX FDS
$BE Bloom Energy Corp
$NOW ServiceNow, Inc.
$ISRG INTUITIVE SURGICAL INC
$SQM CHEMICAL & MINING CO OF CHILE INC
$ALB ALBEMARLE CORP
$CDNS CADENCE DESIGN SYSTEMS INC
$CBRE CBRE GROUP, INC.
$AZN ASTRAZENECA PLC
$NU Nu Holdings Ltd.Browse Top Institutional Investors
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Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track D.B. Root & Company, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for D.B. Root & Company, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
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AI-Powered Hedge Fund Analysis: D.B. Root & Company, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For D.B. Root & Company, LLC (SEC CIK: 1731717), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in D.B. Root & Company, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.