Position in ADI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$213,471
+$45,056 QoQ
Shares Held
671
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ADI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Root Financial Partners, LLC holds $57,504,841 across 48 Semiconductors names. ADI ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
245,390 | $42,796,016 | |
| 2 | AVGO |
Broadcom Inc.
|
30,982 | $9,589,238 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
7,834 | $1,593,670 | |
| 4 | MU |
Micron Technology Inc
|
3,508 | $1,185,142 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,796 | $606,958 | |
| 6 | QCOM |
Qualcomm Inc/De
|
3,010 | $387,627 | |
| 7 | INTC |
Intel Corp
|
5,294 | $233,624 | |
| 8 | ADI |
Analog Devices Inc
This page
|
671 | $213,471 |
All Filings in ADI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,471 | 671 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $168,415 | 621 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $238,329 | 970 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||