D.B. Root & Company, LLC Reduced Holdings in Q3 2025

D.B. Root & Company, LLC

  • $343 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-30.5K
- 48.59%
$58.97 - $60.36 $1.8M - $1.84M
32.3K $1.94M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-35.7K
- 61.41%
$28.15 - $30.13 $1M - $1.07M
22.4K $664K
XLF
Financial Sector Spdr

ETFs
-12.9K
- 52.11%
$51.37 - $54.25 $664K - $701K
11.9K $639K
KO
Coca Cola CO

Consumer Defensive
-3.7K
- 18.62%
$65.67 - $71.67 $243K - $265K
16.2K $1.07M
NFLX
Netflix Inc

Communication Services
-190
- 35.71%
$1147.87 - $1297.18 $218K - $246K
342 $410K
ADP
Automatic Data Processing Inc

Industrials
-27
- 0.16%
$288.69 - $310.94 $7.79K - $8.4K
16.6K $4.87M
ISRG
Intuitive Surgical Inc

Healthcare
-290
- 28.46%
$433.66 - $544.47 $126K - $158K
729 $326K
CSX
Csx Corp

Industrials
-9.44K
- 22.45%
$32.05 - $36.52 $303K - $345K
32.6K $1.16M
CDNS
Cadence Design Systems Inc

Technology
-870
- 38.98%
$309.46 - $373.37 $269K - $325K
1.36K $478K
V
Visa Inc.

Financial Services
-447
- 16.99%
$332.09 - $358.86 $148K - $160K
2.18K $745K
AMZN
Amazon Com Inc

Consumer Cyclical
-761
- 3.47%
$211.65 - $238.24 $161K - $181K
21.1K $4.64M
MCO
Moodys Corp

Financial Services
-251
- 27.22%
$472.69 - $521.32 $119K - $131K
671 $319K
RACE
Ferrari N.V.

Consumer Cyclical
-279
- 38.06%
$436.24 - $517.65 $122K - $144K
454 $220K
SPGI
S&P Global Inc.

Financial Services
-199
- 18.88%
$484.94 - $564.15 $96.5K - $112K
855 $416K
MA
Mastercard Inc

Financial Services
-272
- 10.91%
$550.18 - $598.96 $150K - $163K
2.22K $1.26M
DTH
Wisdomtree Tr

ETFs
-3.52K
- 27.24%
$46.13 - $49.9 $162K - $176K
9.4K $462K
UNP
Union Pacific Corp

Industrials
-598
- 21.19%
$214.91 - $237.16 $129K - $142K
2.22K $525K
MU
Micron Technology Inc

Technology
-1.57K
- 48.35%
$104.88 - $168.89 $164K - $264K
1.67K $279K
LFUS
Littelfuse Inc

Technology
-1.01K
- 22.19%
$228.23 - $271.17 $230K - $273K
3.53K $914K
JHMM
John Hancock Multifactor Mid C

ETFs
-2.9K
- 13.75%
$61.22 - $65.26 $177K - $189K
18.2K $1.18M
NKE
Nike, Inc.

Consumer Cyclical
-1.25K
- 6.6%
$69.24 - $79.24 $86.5K - $99K
17.7K $1.23M
LHX
L3 Harris Technologies, Inc.

Industrials
-760
- 34.23%
$252.18 - $305.41 $192K - $232K
1.46K $445K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-366
- 42.12%
$404.94 - $499.99 $148K - $183K
503 $243K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-125
- 11.55%
$366.54 - $479.53 $45.8K - $59.9K
957 $374K
PPG
Ppg Industries Inc

Basic Materials
-506
- 8.36%
$103.65 - $119.07 $52.4K - $60.2K
5.55K $582K
XLV
Select Sector Spdr Fund Health

ETFs
-805
- 25.31%
$129.01 - $139.72 $104K - $112K
2.38K $330K
CBRE
Cbre Group, Inc.

Real Estate
-894
- 35.22%
$137.04 - $165.9 $123K - $148K
1.64K $259K
MSFT
Microsoft Corp

Technology
-611
- 5.48%
$491.09 - $535.64 $300K - $327K
10.5K $5.46M
TRMB
Trimble Inc.

Technology
-1.65K
- 14.44%
$76.46 - $85.24 $126K - $141K
9.8K $799K
LLY
Eli Lilly & CO

Healthcare
-73
- 10.56%
$625.65 - $812.69 $45.7K - $59.3K
618 $471K
PAYX
Paychex Inc

Industrials
-26
- 0.94%
$126.69 - $147.99 $3.29K - $3.85K
2.75K $348K
SCHO
Schwab Short Term Us Treasury

ETFs
-2.26K
- 5.26%
$24.23 - $24.42 $54.8K - $55.2K
40.7K $993K
EME
Emcor Group, Inc.

Industrials
-513
- 20.94%
$530.88 - $655.83 $272K - $336K
1.94K $1.26M
XLI
Industrial Sector Spdr

ETFs
-491
- 12.4%
$147.94 - $154.99 $72.6K - $76.1K
3.47K $535K
APH
Amphenol Corp

Technology
-1.19K
- 30.08%
$97.39 - $125.4 $116K - $150K
2.77K $343K
TSCO
Tractor Supply CO

Consumer Cyclical
-2.44K
- 9.67%
$54.08 - $62.65 $132K - $153K
22.8K $1.29M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.68K
- 12.27%
$22.9 - $23.58 $38.6K - $39.7K
12K $282K
PG
Procter & Gamble CO

Consumer Defensive
-113
- 3.5%
$150.47 - $161.22 $17K - $18.2K
3.11K $478K
PGR
Progressive Corp

Financial Services
-29
- 2.18%
$238.61 - $264.3 $6.92K - $7.66K
1.3K $322K
BR
Broadridge Financial Solutions, Inc.

Technology
-1
- 0.03%
$233.75 - $266.89 $234 - $267
3.24K $772K
TT
Trane Technologies PLC

Industrials
-4
- 0.44%
$398.96 - $472.54 $1.6K - $1.89K
915 $386K
WM
Waste Management Inc

Industrials
-8
- 0.5%
$213.88 - $237.1 $1.71K - $1.9K
1.6K $352K
VUG
Vanguard Growth ETF

ETFs
-88
- 10.38%
$433.97 - $484.08 $38.2K - $42.6K
760 $364K
VIG
Vanguard Dividend Appreciation

ETFs
-24
- 0.03%
N/A
78.8K $14.4M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-556
- 7.41%
$158.03 - $197.08 $87.9K - $110K
6.95K $1.16M
Blackrock Inc
-97
- 24.31%
N/A
302 $0
Super Micro Computer Inc
-2.33K
- 35.69%
N/A
4.21K $0
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-320
- 4.21%
$33.86 - $35.74 $10.8K - $11.4K
7.29K $260K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-95
- 0.32%
$78.96 - $80.04 $7.5K - $7.6K
29.8K $2.38M
Activity Summary
Buys All Purchases 92 New Holdings 13 Increased Positions 79 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track D.B. Root & Company, LLC Portfolio

Follow D.B. Root & Company, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of D.B. Root & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on D.B. Root & Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email