D.B. Root & Company, LLC - Portfolio Stock Holdings
D.B. Root & Company, LLC disclosed 212 stock positions in a recent SEC 13F filing. $463,399,048 of stock holdings were filed, with the largest holdings including JCPB, SCHX, and PYLD. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $952,367,792 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
212Est. Stock Holding Value:
$463,399,048Top Stock Holdings By Sector
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Portfolio Stock Holdings - D.B. Root & Company, LLC
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