D.B. Root & Company, LLC
D.B. Root & Company, LLC reported 207 positions worth $470.8M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: JCPB (16.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JCPB | SH | $76.9M | 16.33% | 1,637,457 | — | — | |
| ▸ 2 | SCHX | SH | $42.7M | 9.07% | 1,450,411 | — | — | |
| ▸ 3 | PYLD | SH | $35.0M | 7.44% | 1,320,319 | — | — | |
| ▸ 4 | VIG | SH | $18.9M | 4.02% | 80,066 | — | — | |
| ▸ 5 | DFAI | SH | $15.2M | 3.23% | 368,524 | — | — | |
| ▸ 6 | SCHB | SH | $13.6M | 2.89% | 470,345 | — | — | |
| ▸ 7 | ZALT | SH | $11.6M | 2.47% | 343,193 | — | — | |
| ▸ 8 | AAPL | SH | $11.5M | 2.43% | 39,618 | — | — | |
| ▸ 9 | VXUS | SH | $9.6M | 2.03% | 111,863 | — | — | |
| ▸ 10 | BSTP | SH | $8.6M | 1.82% | 217,514 | — | — |
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Frequently Asked Questions
What stocks does D.B. Root & Company, LLC hold as of Q2 2026?
D.B. Root & Company, LLC reported 207 positions worth $470.8M in its Q2 2026 13F filing. Largest positions: JCPB (16.3%), SCHX (9.1%), PYLD (7.4%), VIG (4.0%) and DFAI (3.2%).
What did D.B. Root & Company, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did D.B. Root & Company, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.