D.B. Root & Company, LLC
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 418,590
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 191 | 418,590 | 13F-HR | D.B. Root & Company, LLC |
| Q4 2025 | 2/3/2026 | 188 | 409,902 | 13F-HR | D.B. Root & Company, LLC |
| Q3 2025 | 11/6/2025 | 182 | 394,026 | 13F-HR | D.B. Root & Company, LLC |
| Q2 2025 | 7/22/2025 | 190 | 338,728 | 13F-HR | D.B. Root & Company, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 142.8 K | 34.1% | 0 | 93.95 K | -93.95 K |
| ETFs | 275.8 K | 65.9% | 102.6 K | 0 | 102.6 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
418,590
Holdings
191
QoQ value change ($000)
8,688
(2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.