Institutions / DB Fitzpatrick & Co, Inc

DB Fitzpatrick & Co, Inc

CIK 1885767 · Institution · as of Dec 31, 2025

Portfolio value

$112.51M

Positions

100

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 100 →

Company	Class	Value	Shares	% of portfolio
iShares Core U.S. Aggregate Bond ETF	—	$40.26M	403,111	35.8%
Vanguard Russell 3000 ETF	—	$4.19M	13,941	3.7%
Vanguard S&P 500 ETF	—	$4.06M	6,473	3.6%
Vanguard Developed Markets ETF	—	$2.73M	43,635	2.4%
Republic Services, Inc.	—	$2.44M	11,521	2.2%
Quanta Services Inc	—	$2.38M	5,636	2.1%
iShares MBS ETF	—	$2.25M	23,587	2.0%
Thermo Fisher Scientific Inc.	—	$2.19M	3,772	1.9%
Danaher Corp /De	—	$1.95M	8,499	1.7%
Hubbell Inc	—	$1.83M	4,116	1.6%
The Boeing Company	—	$1.72M	7,916	1.5%
Vanguard Emerging Markets ETF	—	$1.61M	29,953	1.4%
Deere & Co	—	$1.58M	3,387	1.4%
Unitedhealth Group Inc	—	$1.56M	4,712	1.4%
Edwards Lifesciences Corporati	—	$1.53M	17,956	1.4%
Elevance Health Inc	—	$1.53M	4,358	1.4%
Visa Inc	—	$1.50M	4,287	1.3%
Chubb Ltd	—	$1.50M	4,795	1.3%
Veralto Corp	—	$1.48M	14,875	1.3%
Synopsys Inc	—	$1.46M	3,107	1.3%
Stryker Corp	—	$1.45M	4,136	1.3%
Vanguard Total World ETF	—	$1.45M	10,286	1.3%
Salesforce	—	$1.45M	5,466	1.3%
Garmin	—	$1.44M	7,096	1.3%
Fortinet	—	$1.42M	17,831	1.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.