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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

D.B. Root & Company, LLC

Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001731717-25-000002

Total Value
$394.0M
Positions
182
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (182)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q6701,390,339$66.1M16.78%
2SCHWAB STRATEGIC TR8085242011,226,697$32.3M8.20%
3PIMCO ETF TR72201R5851,022,407$27.4M6.96%
4VANGUARD SPECIALIZED FUNDS92190884478,818$17.0M4.32%
5VANGUARD INDEX FDS92290862947,046$13.8M3.51%
6SCHWAB STRATEGIC TR808524102467,013$12.0M3.05%
7APPLE INCAAPL42,034$10.7M2.72%
8DIMENSIONAL ETF TRUST25434V203280,599$10.2M2.59%
9INNOVATOR ETFS TRUSTINHD282,959$9.0M2.29%
10INNOVATOR ETFS TRUSTINHD215,832$7.8M1.99%
11SCHWAB STRATEGIC TR808524300243,695$7.8M1.97%
12DICKS SPORTING GOODS INC25339310226,955$6.0M1.52%
13VANGUARD INDEX FDS9229083639,304$5.7M1.45%
14SCHWAB STRATEGIC TR808524797207,275$5.7M1.44%
15MICROSOFT CORPMSFT10,536$5.5M1.39%
16NVIDIA CORPORATIONNVDA27,934$5.2M1.32%
17SELECT SECTOR SPDR TR81369Y80317,821$5.0M1.27%
18INNOVATOR ETFS TRUSTINHD174,190$5.0M1.26%
19VANGUARD INDEX FDS92290876914,922$4.9M1.24%
20AUTOMATIC DATA PROCESSING INADP16,609$4.9M1.24%
21AMAZON COM INCAMZN21,149$4.6M1.18%
22SPDR GOLD TRGLD11,688$4.2M1.05%
23WALMART INCWMT33,760$3.5M0.88%
24THORNBURG ETF TR88521L207126,060$3.2M0.82%
25META PLATFORMS INCMETA4,156$3.1M0.77%
26COSTCO WHSL CORP NEW22160K1053,140$2.9M0.74%
27SCHWAB STRATEGIC TR808524805120,721$2.8M0.71%
28ALPHABET INCGOOG11,317$2.8M0.70%
29VANGUARD SCOTTSDALE FDS92206C40929,767$2.4M0.60%
30SELECT SECTOR SPDR TR81369Y85219,131$2.3M0.57%
31BROADCOM INCAVGO6,138$2.0M0.51%
32SPDR S&P 500 ETF TRSPY2,928$2.0M0.49%
33VANGUARD SCOTTSDALE FDS92206C70632,256$1.9M0.49%
34BERKSHIRE HATHAWAY INC DELBRK-A3,687$1.9M0.47%
35RHRH8,618$1.8M0.44%
36TESLA INCTSLA3,868$1.7M0.44%
37EXXON MOBIL CORPXOM15,074$1.7M0.43%
38HOME DEPOT INCHD4,120$1.7M0.42%
39VANGUARD STAR FDS92190976821,887$1.6M0.41%
40EATON CORP PLCETN4,029$1.5M0.38%
41CORNING INCGLW16,405$1.3M0.34%
42INVESCO QQQ TRIVZ2,220$1.3M0.34%
43STRYKER CORPORATIONSYK3,573$1.3M0.34%
44TRACTOR SUPPLY COTSCO22,755$1.3M0.33%
45JPMORGAN CHASE & CO.VYLD4,055$1.3M0.32%
46MASTERCARD INCORPORATEDMA2,220$1.3M0.32%
47EMCOR GROUP INCEME1,937$1.3M0.32%
48NIKE INCNKE17,688$1.2M0.31%
49VANGUARD INSTL INDEX FD92204085216,224$1.2M0.31%
50STARBUCKS CORPSBUX14,141$1.2M0.30%
51RTX CORPORATIONRTX7,115$1.2M0.30%
52CACI INTL INC1271903042,377$1.2M0.30%
53JOHN HANCOCK EXCHANGE TRADED47804J20618,180$1.2M0.30%
54GRACO INCGGG13,814$1.2M0.30%
55SIMPSON MFG INC8290731056,949$1.2M0.30%
56CSX CORPCSX32,620$1.2M0.29%
57INVESCO EXCHANGE TRADED FD TIVZ5,956$1.1M0.29%
58WILLIAMS COS INC96945710017,675$1.1M0.28%
59APTARGROUP INCATR8,070$1.1M0.27%
60COCA COLA COKO16,171$1.1M0.27%
61MCDONALDS CORPMCD3,382$1.0M0.26%
62J & J SNACK FOODS CORPJJSF10,481$1.0M0.26%
63SCHWAB STRATEGIC TR80852486240,712$993,3740.25%
64OLD REP INTL CORP68022310423,086$980,4620.25%
65SMUCKER J M CO8326964059,026$980,2240.25%
66QUALCOMM INCQCOM5,713$950,3570.24%
67VALMONT INDS INC9202531012,401$930,9400.24%
68LITTELFUSE INCLFUS3,532$914,8230.23%
69CUMMINS INCCMI2,146$906,4060.23%
70LOCKHEED MARTIN CORPLMT1,806$901,4340.23%
71PNC FINL SVCS GROUP INC6934751054,341$872,1410.22%
72CHEVRON CORP NEWCVX5,495$853,3920.22%
73SOUTHERN COPPER CORPSCCO6,828$828,6460.21%
74MAIN STR CAP CORP56035L10412,731$809,5640.21%
75TRIMBLE INCTRMB9,795$799,7620.20%
76CISCO SYS INCCSCO11,500$786,8240.20%
77BROADRIDGE FINL SOLUTIONS IN11133T1033,243$772,3850.20%
78BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.19%
79ISHARES TR4642872001,116$746,7650.19%
80VISA INCV2,184$745,5810.19%
81ADVANCED DRAIN SYS INC DEL00790R1045,294$734,2780.19%
82FACTSET RESH SYS INC3030751052,548$729,9770.19%
83SONOCO PRODS CO83549510216,526$712,1050.18%
84UNITEDHEALTH GROUP INCUNH2,050$707,8650.18%
85SPDR DOW JONES INDL AVERAGE78467X1091,493$692,3640.18%
86SCHWAB STRATEGIC TR80852450822,417$664,4390.17%
87PALANTIR TECHNOLOGIES INCPLTR3,564$650,1450.17%
88GE VERNOVA INCGEV1,055$648,7200.16%
89TORO COTORO8,473$645,6430.16%
90SELECT SECTOR SPDR TR81369Y60511,872$639,5450.16%
91PEPSICO INCPEP4,432$622,4300.16%
92ISHARES TR4642874326,877$614,5970.16%
93JOHNSON & JOHNSONJNJ3,236$600,0190.15%
94ISHARES TR4642876141,275$597,1110.15%
95SHAKE SHACK INCSHAK6,237$583,8460.15%
96PPG INDS INC6935061075,545$582,8720.15%
97ORACLE CORPORCL-PD2,019$567,8240.14%
98SERVICENOW INCNOW593$545,7260.14%
99DUKE ENERGY CORP NEWDUKB4,338$536,8810.14%
100ALPHABET INCGOOG2,197$535,0790.14%
101SELECT SECTOR SPDR TR81369Y7043,469$535,0240.14%
102TAIWAN SEMICONDUCTOR MFG LTD8740391001,891$528,1370.13%
103UNION PAC CORPUNP2,224$525,6870.13%
104ISHARES TR4642877054,039$523,9310.13%
105VERIZON COMMUNICATIONS INCVZ11,746$516,2270.13%
106CAVA GROUP INCCAVA8,513$514,2700.13%
107PHILIP MORRIS INTL INC7181721093,124$506,6680.13%
108SYSCO CORPSYY6,127$504,5020.13%
109CADENCE DESIGN SYSTEM INCCDNS1,362$478,4160.12%
110PROCTER AND GAMBLE CO7427181093,112$478,1590.12%
111VANGUARD BD INDEX FDS9219378356,417$477,2480.12%
112SELECT SECTOR SPDR TR81369Y5065,333$476,4500.12%
113ELI LILLY & COLLY618$471,6200.12%
114SELECT SECTOR SPDR TR81369Y3085,980$468,6530.12%
115WISDOMTREE TRWT9,404$462,2240.12%
116ISHARES TR4642886468,705$461,6260.12%
117VANGUARD SCOTTSDALE FDS92206C1027,644$449,8490.11%
118SCHWAB STRATEGIC TR80852467215,997$446,9430.11%
119L3HARRIS TECHNOLOGIES INCLHX1,460$445,8990.11%
120CATERPILLAR INCCAT893$426,0950.11%
121SEMPRASREA4,626$416,2470.11%
122S&P GLOBAL INCSPGI855$416,1370.11%
123NETFLIX INCNFLX342$410,0310.10%
124PUBLIC SVC ENTERPRISE GRP IN7445731064,905$409,3460.10%
125VANGUARD SCOTTSDALE FDS92206C8477,085$402,8430.10%
126ISHARES TR4642876551,637$396,1020.10%
127TRANE TECHNOLOGIES PLCTT915$386,0930.10%
128ISHARES TR4642878043,166$376,2240.10%
129VERTEX PHARMACEUTICALS INCVRTX957$374,7990.10%
130GOLDMAN SACHS GROUP INCGSCE467$371,8950.09%
131FIDELITY COVINGTON TRUST3160925014,850$370,2490.09%
132ISHARES SILVER TRSLV8,729$369,8480.09%
133INNOVATOR ETFS TRUSTINHD11,225$368,4050.09%
134VANGUARD INDEX FDS922908736760$364,4680.09%
135ISHARES TR46436E5107,980$361,0950.09%
136WASTE MGMT INC DEL94106L1091,595$352,2460.09%
137BLACKROCK INCBLK302$352,0930.09%
138PAYCHEX INCPAYX2,746$348,0830.09%
139AMPHENOL CORP NEW0320951012,773$343,1590.09%
140CONSTELLATION ENERGY CORPCEG1,033$339,9290.09%
141CAPITAL ONE FINL CORP14040H1051,573$334,3880.08%
142SELECT SECTOR SPDR TR81369Y2092,376$330,6920.08%
143ENVIRI CORPNVRI25,928$329,0260.08%
144INTUITIVE SURGICAL INCISRG729$326,0310.08%
145PROGRESSIVE CORP7433151031,304$322,0230.08%
146MOODYS CORPMCO671$319,7180.08%
147CITIGROUP INCC-PR3,104$315,0560.08%
148INNOVATOR ETFS TRUSTINHD6,030$299,4530.08%
149VANGUARD WORLD FD92204A702396$295,6650.08%
150SELECT SECTOR SPDR TR81369Y8863,363$293,2870.07%
151MARRIOTT INTL INC NEW5719032021,121$291,9530.07%
152VANECK ETF TRUST92189F1063,795$289,9380.07%
153SCHWAB STRATEGIC TR80852483912,037$282,5120.07%
154MICRON TECHNOLOGY INCMU1,672$279,7590.07%
155FTAI AVIATION LTDFTAIN1,665$277,8220.07%
156WP CAREY INC92936U1094,091$276,4560.07%
157ISHARES GOLD TRIAU3,707$269,7580.07%
158ABBVIE INCABBV1,152$266,7340.07%
159SCHWAB STRATEGIC TR8085246079,458$263,8740.07%
160INNOVATOR ETFS TRUSTINHD7,287$260,4370.07%
161CBRE GROUP INCCBRE1,644$259,0290.07%
162PACCAR INCPCAR2,620$257,5970.07%
163MERCK & CO INCMRK3,041$255,2500.06%
164BARCLAYS BANK PLCVXZ7,200$255,1680.06%
165ADVANCED MICRO DEVICES INCAMD1,556$251,7450.06%
166FIDELITY COVINGTON TRUST3160928654,377$247,1690.06%
167THERMO FISHER SCIENTIFIC INCTMO503$243,9650.06%
168VANGUARD WORLD FD92204A504932$241,9470.06%
169ALTRIA GROUP INCMO3,657$241,5810.06%
170DOMINION ENERGY INCD3,927$240,1910.06%
171INVESCO EXCH TRADED FD TR IIIVZ3,160$232,2240.06%
172SCHWAB CHARLES CORPSCHW-PJ2,399$229,0330.06%
173ENBRIDGE INCENNPF4,486$226,3640.06%
174APPLIED MATLS INC0382221051,089$222,9620.06%
175FERRARI N VRACE454$220,1070.06%
176KITE RLTY GROUP TR49803T3009,712$216,5780.05%
177SCHWAB STRATEGIC TR8085247148,530$212,7810.05%
178UNITED RENTALS INCURI220$210,0250.05%
179HDFC BANK LTDHDB6,084$207,8290.05%
180FIRST TR EXCHANGE-TRADED ALP33734K1091,770$206,7730.05%
181ISHARES TR4642874572,490$206,5700.05%
182SUPER MICRO COMPUTER INCSMCI4,206$201,6360.05%