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Portfolio (Quarterly) Guide ↗

FIDELITY D & D BANCORP INC

· CIK 0001098151
13F Portfolio $291M AUM 174 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 44 Added 19 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMAT APPLIED MATERIALS INC. Technology 547.0 $395K 0.14% NEW $723.00 -39.7%
2 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 5,227.0 $376K 0.13% NEW $71.86 +0.9%
3 STX SEAGATE TECHNOLOGY HOLDING Technology 379.0 $366K 0.13% NEW $965.00 -17.2%
4 GOOGL ALPHABET INC. CLASS A Communication Services 897.0 $321K 0.11% NEW $357.37 -4.2%
5 INTC INTEL CORP COM Technology 2,149.0 $300K 0.10% NEW $139.63 -34.3%
6 TXN TEXAS INSTRUMENTS INC Technology 945.0 $282K 0.10% NEW $298.07 -14.8%
7 BAC BANK OF AMERICA CORPORATION Financial Services 4,566.0 $260K 0.09% NEW $56.98 +10.6%
8 PWR QUANTA SERVICES INC Industrials 346.0 $249K 0.09% NEW $720.04 -13.9%
9 LRCX LAM RESEARCH CORP Technology 570.0 $247K 0.09% NEW $433.33 -32.5%
10 EMR EMERSON ELECTRIC CO. Industrials 1,661.0 $238K 0.08% NEW $143.15 +4.9%
11 COST COSTCO WHOLESALE CORP Consumer Defensive 241.0 $225K 0.08% NEW $935.47 -1.1%
12 IJR ISHARES CORE S&P SMALL-CAP ETF 1,487.0 $221K 0.08% NEW $148.31 -2.4%
13 JPMORGAN US QUALITY FACTOR ETF 3,048.0 $220K 0.08% NEW $72.28
14 MS MORGAN STANLEY Financial Services 968.0 $202K 0.07% NEW $209.04 +3.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.3%
Financial Services 26.3%
Energy 8.2%
Industrials 6.6%
Consumer Defensive 6.1%
Consumer Cyclical 5.6%
Healthcare 4.6%
Utilities 3.1%
Communication Services 1.5%
Basic Materials 0.6%