Institutions / D.B. Root & Company, LLC / Holdings
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D.B. Root & Company, LLC

All holdings · as of Dec 31, 2025

188 positions

CompanyClassValueShares% of portfolio
NU HLDGS LTD—$177.2K10,5880.0%
United Parcel Service Inc—$204.2K2,0590.0%
ASTRAZENECA PLC—$208.1K2,2640.1%
FIRST TR EXCHANGE-TRADED ALP—$210.0K1,7700.1%
AMGEN INC—$213.1K6510.1%
CBRE Group Inc—$216.4K1,3460.1%
VANGUARD INDEX FDS—$219.7K2,4830.1%
INVESCO EXCH TRADED FD TR II—$223.1K3,1240.1%
ENBRIDGE INC—$224.1K4,6860.1%
Kite Realty Group Trust—$224.5K9,3660.1%
LAM RESEARCH CORP—$227.2K1,3270.1%
DOMINION ENERGY, INC—$230.4K3,9320.1%
WP Carey Inc—$231.1K3,5910.1%
SELECT SECTOR SPDR TR—$231.7K1,4940.1%
SCHWAB STRATEGIC TR—$232.8K9,3500.1%
INNOVATOR ETFS TRUST—$237.3K7,3490.1%
SCHWAB CHARLES CORP—$239.4K2,3960.1%
FIDELITY COVINGTON TRUST—$241.7K4,3770.1%
INNOVATOR ETFS TRUST—$243.6K5,4790.1%
CADENCE DESIGN SYSTEMS INC—$251.0K8030.1%
ALBEMARLE CORP—$254.9K1,8020.1%
INNOVATOR ETFS TRUST—$263.6K7,1940.1%
VANGUARD WORLD FD—$268.3K9320.1%
SOCIEDAD QUIMICA Y MINERA DE—$269.2K3,9130.1%
BARCLAYS BANK PLC—$270.8K7,2000.1%
AbbVie Inc.—$273.3K1,1960.1%
ISHARES TR—$273.9K5,1800.1%
Intuitive Surgical Inc—$277.5K4900.1%
INNOVATOR ETFS TRUST—$280.7K5,5290.1%
L3HARRIS TECHNOLOGIES, INC. /DE—$281.2K9580.1%
Constellation Energy Corp—$287.6K8140.1%
ServiceNow Inc—$294.9K1,9250.1%
PROGRESSIVE CORP/OH—$295.4K1,2970.1%
Moody's Corp—$296.8K5810.1%
PACCAR INC—$297.9K2,7200.1%
VANGUARD WORLD FD—$298.5K3960.1%
ISHARES GOLD TR—$300.9K3,7070.1%
PAYCHEX INC—$306.0K2,7280.1%
SCHWAB STRATEGIC TR—$308.9K10,2720.1%
ORACLE CORP—$311.1K1,5960.1%
ISHARES TR—$325.2K2,7060.1%
FTAI Aviation Ltd—$327.8K1,6650.1%
Bloom Energy Corp—$329.6K3,7930.1%
WASTE MANAGEMENT INC—$331.8K1,5100.1%
iShares MSCI UAE ETF—$337.9K3,8770.1%
ISHARES INC—$338.1K10,8500.1%
VANGUARD INDEX FDS—$345.3K7080.1%
INNOVATOR ETFS TRUST—$346.5K6,9920.1%
SCHWAB STRATEGIC TR—$350.6K12,3100.1%
AMPHENOL CORP /DE—$351.4K2,6000.1%
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