Root Financial Partners, LLC
Position in HON — Honeywell International Inc
CIK 1977181
ENCINITAS, CA
Position in HON
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$468,179
+$193,601 QoQ
Shares Held
1,975
+47.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HON Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Root Financial Partners, LLC holds $847,906 across 17 Conglomerates names. HON ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
This page
|
1,975 | $468,179 | |
| 2 | MMM |
3M Co
|
2,063 | $299,609 | |
| 3 | VMI |
Valmont Industries Inc
|
79 | $31,566 | |
| 4 | GHC |
Graham Holdings Co
|
21 | $22,202 | |
| 5 | SEB |
Seaboard Corp /De/
|
2 | $11,308 | |
| 6 | OTTR |
Otter Tail Corp
|
79 | $6,933 | |
| 7 | DLX |
Deluxe Corp
|
114 | $3,139 | |
| 8 | MATW |
Matthews International Corp
|
51 | $1,316 |
All Filings in HON
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $468,179 | 1,975 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $274,578 | 1,342 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $331,876 | 1,595 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $226,051 | 982 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $216,843 | 1,036 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $236,236 | 1,058 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||