Position in PMI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$78
New position
Shares Held
75
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 Medical Devices
Healthcare · as of Mar 31, 2026Root Financial Partners, LLC holds $1,726,654 across 60 Medical Devices names. PMI ranks #56 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
4,616 | $473,924 | |
| 2 | SYK |
Stryker Corp
|
592 | $194,525 | |
| 3 | BSX |
Boston Scientific Corp
|
2,889 | $181,284 | |
| 4 | DXCM |
Dexcom Inc
|
1,542 | $96,837 | |
| 5 | MDT |
Medtronic plc
|
1,102 | $95,488 | |
| 6 | EW |
Edwards Lifesciences Corp
|
1,137 | $91,050 | |
| 7 | SNN |
Smith & Nephew PLC
|
2,816 | $89,492 | |
| 8 | PHG |
Koninklijke Philips NV
|
3,025 | $82,885 |
All Filings in PMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78 | 75 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||