Position in BKKT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,024
New position
Shares Held
275
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Root Financial Partners, LLC holds $19,755,088 across 86 Software - Infrastructure names. BKKT ranks #58 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,006 | $12,958,171 | |
| 2 | ORCL |
Oracle Corp
|
16,492 | $2,426,138 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
15,823 | $2,314,588 | |
| 4 | FTNT |
Fortinet, Inc.
|
4,241 | $346,574 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,782 | $285,690 | |
| 6 | NTNX |
Nutanix, Inc.
|
3,565 | $135,505 | |
| 7 | NET |
Cloudflare, Inc.
|
615 | $126,899 | |
| 8 | VRSN |
Verisign Inc/Ca
|
395 | $98,102 |
All Filings in BKKT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,024 | 275 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||