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Root Financial Partners, LLC

Position in MTRN — MATERION Corp

CIK 1977181 ENCINITAS, CA

Position in MTRN

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$16,490
+$4,307 QoQ
Shares Held
114
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
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 MTRN Over Time

Shares Held

Position Value (USD)

Position in Other Industrial Metals & Mining

Basic Materials · as of Mar 31, 2026

Root Financial Partners, LLC holds $138,944 across 11 Other Industrial Metals & Mining names. MTRN ranks #3 (11.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MTRN
MATERION Corp
This page
114 $16,490

All Filings in MTRN

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3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $16,490 114
2025-12-31 $12,183 98
2025-09-30 $10,872 90