Root Financial Partners, LLC
Position in ALGM — Allegro Microsystems, Inc.
CIK 1977181
ENCINITAS, CA
Position in ALGM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,089
+$1,982 QoQ
Shares Held
98
+133.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALGM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Root Financial Partners, LLC holds $73,803,227 across 10 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
234,709 | $46,962,923 | |
| 2 | AVGO |
Broadcom Inc.
|
32,554 | $12,297,273 | |
| 3 | MU |
Micron Technology Inc
|
3,918 | $4,522,508 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
6,595 | $3,831,101 | |
| 5 | QCOM |
Qualcomm Inc/De
|
14,197 | $2,623,463 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,611 | $1,246,935 | |
| 7 | INTC |
Intel Corp
|
7,888 | $1,101,401 | |
| 8 | TXN |
Texas Instruments Inc
|
1,458 | $434,586 |
All Filings in ALGM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,089 | 98 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,107 | 42 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,226 | 42 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||