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Equibles

Root Financial Partners, LLC

Location
ENCINITAS, CA
Portfolio Value
Micro $11,162,752
Diversification
Diversified
Filing Date
Global Rank
#3,111 / 8,232 ▲ 59
Top Industry
Semiconductors 19.9%
3Y Alpha vs SPY
+1.0%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
13 quarters · since Mar 2023

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+80.9%
SPY
+76.3%
Annualised alpha
+1.0%
Max drawdown
−20.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

2,805 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
14.3%
−8.4 pts
Top 5
36.0%
−9.1 pts
Top 10
46.7%
−9.9 pts
HHI
408
Jun 2023 → Mar 2026 · range 408 – 1,545
Diversified−317

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 42.6% $127,343,927
Financial Services 11.0% $32,786,909
Consumer Cyclical 10.0% $30,013,315
Industrials 8.1% $24,256,112
Communication Services 6.8% $20,299,564
Healthcare 6.3% $18,756,846
Consumer Defensive 3.7% $11,162,752
Energy 3.7% $11,113,964
Unclassified 3.5% $10,381,524
Basic Materials 1.9% $5,552,968
Utilities 1.5% $4,425,493
Real Estate 1.0% $3,069,095

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
PCG +13,528 15,467 $271,755
ALIT +8,700 8,860 $5,165
GIS +6,831 7,984 $297,164
KEY +6,367 8,637 $173,171
NVTS +5,518 6,768 $59,355
NWN +5,163 5,165 $274,881
RIG +5,126 7,787 $51,627
CCC +4,644 4,858 $29,148
FHN +4,577 6,140 $139,746
CNC +4,575 4,820 $157,806
BMY +4,356 7,379 $447,536
S +4,262 4,355 $56,092
MSFT +4,215 35,006 $12,958,171
MTCH +4,206 5,460 $167,676
VICI +3,984 4,312 $117,803
DJT +3,961 3,970 $36,841
IAU +3,908 6,920 $610,067
DOW +3,720 9,289 $386,886
CNH +3,687 5,491 $60,401
CCL +3,684 10,151 $262,707
KMI +3,586 6,939 $232,664
UVE +3,415 3,417 $116,724
NTNX +3,389 3,565 $135,505
WMT +3,314 12,784 $1,588,795
BBWI +3,140 3,210 $59,930

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
NVDA −146,522 245,390 $42,796,016
NRGV −10,000 12,530 $41,349
HWM −9,202 1,184 $272,864
PLTR −6,740 15,823 $2,314,588
USB −5,357 4,010 $208,560
ANET −5,097 7,091 $870,632
BBAI −5,050 331 $1,165
UBS −4,604 11,583 $452,547
CMRC −4,565 435 $1,161
SLM −4,544 3,429 $73,414
WPC −4,501 272 $18,485
NFLX −3,323 24,385 $2,344,617
CPRI −2,959 51 $898
AMZN −2,775 37,144 $7,735,980
ENB −2,713 3,919 $212,174
SOFI −2,380 12,353 $196,165
AVGO −2,313 30,982 $9,589,238
AMCR −2,225 1,040 $41,340
SONY −1,987 1,406 $29,104
HD −1,951 9,735 $3,201,744
AZN −1,898 1,649 $325,215
BP −1,835 709 $33,323
APLD −1,776 458 $10,872
JNJ −1,768 8,648 $2,113,917
O −1,450 4,592 $280,938

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
CEF 18,318 $874,134
INV 44,485 $173,936
PHYS 3,995 $141,582
VIK 1,653 $121,462
PSLV 3,000 $73,170
RCAT 5,009 $65,567
VSNT 760 $28,135
QTWO 526 $24,879
LINE 599 $19,623
ZETA 1,202 $19,135
BRX 653 $18,806
RARE 850 $17,807
TENB 1,032 $17,461
BRZE 732 $17,282
VRNS 783 $16,811
INTA 633 $16,261
NBR 172 $14,802
KRG 601 $14,754
ASAN 2,281 $14,598
FIVN 939 $14,244
NFJ 1,082 $13,644
AUPH 811 $12,019
WRLD 89 $12,018
AMBA 228 $11,737
MUC 1,127 $11,720

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
AGL 17,804 $306,673
RSKD 12,500 $62,125
EXAS 229 $23,257
BDJ 1,499 $14,210
UTG 383 $14,010
BIPC 284 $12,893
REXR 225 $8,712
PTY 500 $6,450
LDI 3,000 $6,210
FUBO 200 $6,048
TGNA 277 $5,376
PIPR 41 $3,482
LXU 250 $2,125
LDP 100 $2,117
ARKB 50 $1,452
YEXT 170 $1,370
EXG 125 $1,191
ETH 30 $841
SOBO 20 $549
HELP 65 $531
WIX 4 $415
TBHC 250 $275
CERT 23 $202
CRWV 2 $143
PCVX 3 $138

Portfolio Positions

Export CSV View 13F filing
125 positions · $11,162,752 total · Consumer Defensive only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 125 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History
COST
Costco Wholesale Corp /New
Consumer Defensive 		2,380 $2,371,503 21.24%
WMT
Walmart Inc.
Consumer Defensive 		12,784 $1,588,795 14.23%
PG
PROCTER & GAMBLE Co
Consumer Defensive 		6,381 $921,671 8.26%
KO
Coca Cola Co
Consumer Defensive 		9,795 $744,909 6.67%
PM
Philip Morris International Inc.
Consumer Defensive 		3,678 $608,120 5.45%
PEP
Pepsico Inc
Consumer Defensive 		2,917 $452,980 4.06%
MO
Altria Group, Inc.
Consumer Defensive 		6,453 $425,833 3.81%
MNST
Monster Beverage Corp
Consumer Defensive 		4,981 $360,923 3.23%
GIS
General Mills Inc
Consumer Defensive 		7,984 $297,164 2.66%
TGT
Target Corp
Consumer Defensive 		1,562 $189,314 1.70%
MDLZ
Mondelez International, Inc.
Consumer Defensive 		2,967 $171,017 1.53%
HNST
Honest Company, Inc.
Consumer Defensive 		54,798 $161,106 1.44%
KR
Kroger Co
Consumer Defensive 		2,114 $152,969 1.37%
DG
Dollar General Corp
Consumer Defensive 		1,223 $145,206 1.30%
EL
Estee Lauder Companies Inc
Consumer Defensive 		2,015 $144,616 1.30%
ELF
e.l.f. Beauty, Inc.
Consumer Defensive 		1,965 $119,098 1.07%
TSN
Tyson Foods, Inc.
Consumer Defensive 		1,834 $117,504 1.05%
ADM
Archer-Daniels-Midland Co
Consumer Defensive 		1,589 $115,504 1.03%
DLTR
Dollar Tree, Inc.
Consumer Defensive 		989 $108,305 0.97%
UL
Unilever PLC
Consumer Defensive 		1,845 $105,109 0.94%
SYY
Sysco Corp
Consumer Defensive 		1,433 $102,215 0.92%
DAR
Darling Ingredients Inc.
Consumer Defensive 		1,485 $91,847 0.82%
CL
Colgate Palmolive Co
Consumer Defensive 		1,044 $88,980 0.80%
USFD
US Foods Holding Corp.
Consumer Defensive 		906 $83,542 0.75%
KMB
Kimberly Clark Corp
Consumer Defensive 		847 $81,710 0.73%
CAG
Conagra Brands Inc.
Consumer Defensive 		4,855 $76,320 0.68%
HSY
Hershey Co
Consumer Defensive 		365 $75,879 0.68%
KDP
Keurig Dr Pepper Inc.
Consumer Defensive 		2,705 $71,222 0.64%
SFM
Sprouts Farmers Market, Inc.
Consumer Defensive 		866 $66,794 0.60%
COKE
Coca-Cola Consolidated, Inc.
Consumer Defensive 		306 $58,672 0.53%
SJM
J M SMUCKER Co
Consumer Defensive 		593 $57,188 0.51%
BG
Bunge Global SA
Consumer Defensive 		446 $56,731 0.51%
KVUE
Kenvue Inc.
Consumer Defensive 		2,869 $49,461 0.44%
KHC
Kraft Heinz Co
Consumer Defensive 		2,053 $46,171 0.41%
OLLI
Ollie's Bargain Outlet Holdings, Inc.
Consumer Defensive 		488 $44,915 0.40%
BJ
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive 		454 $44,682 0.40%
INGR
Ingredion Inc
Consumer Defensive 		371 $41,796 0.37%
CHD
Church & Dwight Co Inc /De/
Consumer Defensive 		434 $40,500 0.36%
HRL
Hormel Foods Corp /De/
Consumer Defensive 		1,495 $33,861 0.30%
STZ
Constellation Brands, Inc.
Consumer Defensive 		222 $33,300 0.30%
ACI
Albertsons Companies, Inc.
Consumer Defensive 		1,944 $33,125 0.30%
CLX
Clorox Co /De/
Consumer Defensive 		318 $32,954 0.30%
PFGC
Performance Food Group Co
Consumer Defensive 		364 $31,180 0.28%
BTI
British American Tobacco p.l.c.
Consumer Defensive 		522 $30,521 0.27%
LAUR
Laureate Education, Inc.
Consumer Defensive 		861 $29,997 0.27%
PSMT
Pricesmart Inc
Consumer Defensive 		166 $24,983 0.22%
POST
Post Holdings, Inc.
Consumer Defensive 		246 $24,319 0.22%
LW
Lamb Weston Holdings, Inc.
Consumer Defensive 		572 $24,172 0.22%
MKC
Mccormick & Co Inc
Consumer Defensive 		475 $23,959 0.21%
GHC
Graham Holdings Co
Consumer Defensive 		21 $22,202 0.20%

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