Position in CODA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$565
New position
Shares Held
50
first reported quarter
Ownership
0.000%
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 Aerospace & Defense
Industrials · as of Mar 31, 2026Root Financial Partners, LLC holds $5,315,041 across 46 Aerospace & Defense names. CODA ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
8,103 | $1,563,068 | |
| 2 | GE |
General Electric Co
|
2,628 | $745,747 | |
| 3 | LMT |
Lockheed Martin Corp
|
793 | $479,281 | |
| 4 | CW |
Curtiss Wright Corp
|
544 | $370,529 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
489 | $333,615 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,184 | $272,864 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
634 | $218,825 | |
| 8 | GD |
General Dynamics Corp
|
584 | $200,440 |
All Filings in CODA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $565 | 50 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||