Position in TM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$19,166
-$6,735 QoQ
Shares Held
93
-23.1% QoQ
Ownership
0.000%
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%
Shared 0%
None 0%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026Root Financial Partners, LLC holds $8,625,148 across 15 Auto Manufacturers names. TM ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
20,894 | $7,767,344 | |
| 2 | GM |
General Motors Co
|
6,215 | $463,017 | |
| 3 | F |
Ford Motor Co
|
23,112 | $266,712 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
3,954 | $59,507 | |
| 5 | RACE |
Ferrari N.V.
|
78 | $26,399 | |
| 6 | TM |
Toyota Motor Corp/
This page
|
93 | $19,166 | |
| 7 | XPEV |
Xpeng Inc.
|
565 | $9,667 | |
| 8 | NIO |
NIO Inc.
|
1,049 | $6,325 |
All Filings in TM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,166 | 93 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $25,901 | 121 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $25,988 | 136 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||