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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
Page 4 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS COMPANY Financial Services 1,298.0 $439K 0.15% -78.0 -5.7% $338.25 -2.5%
62 GE GENERAL ELECTRIC CO. Industrials 1,172.0 $438K 0.15% -106.0 -8.3% $373.73 -10.8%
63 NVDA NVIDIA CORP Technology 2,127.0 $426K 0.15% +39.0 +1.9% $200.09 +14.2%
64 RTX RTX CORPORATION Industrials 2,175.0 $413K 0.14% $189.73 +6.5%
65 VWO VANGUARD FTSE EMERGING MARKETS ETF 6,815.0 $407K 0.14% $59.69 +2.2%
66 CAT CATERPILLAR INC. Industrials 379.0 $404K 0.14% -12.0 -3.1% $1064.90 -24.9%
67 GRMN GARMIN LTD Technology 1,694.0 $402K 0.14% $237.54 +16.7%
68 GLW CORNING INC. Technology 1,574.0 $402K 0.14% -100.0 -6.0% $255.43 -42.8%
69 AMAT APPLIED MATERIALS INC. Technology 547.0 $395K 0.14% NEW $723.00 -39.7%
70 SPSM SPDR S&P 600 Small Cap ETF 6,848.0 $395K 0.14% +91.0 +1.4% $57.67 -2.4%
71 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 3,000.0 $395K 0.14% $131.61 -8.4%
72 MO ALTRIA GROUP INC. Consumer Defensive 5,423.0 $390K 0.13% $71.95 -3.4%
73 LMT LOCKHEED MARTIN CORPORATION Industrials 757.0 $386K 0.13% $509.46 +4.6%
74 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 5,227.0 $376K 0.13% NEW $71.86 +0.9%
75 MPC MARATHON PETROLEUM CORP Energy 1,459.0 $373K 0.13% $255.67 +51.6%
76 ETN EATON CORPORATION PLC Industrials 870.0 $371K 0.13% $426.12 -6.8%
77 STX SEAGATE TECHNOLOGY HOLDING Technology 379.0 $366K 0.13% NEW $965.00 -17.2%
78 KO THE COCA COLA COMPANY Consumer Defensive 4,452.0 $362K 0.12% $81.27 +9.3%
79 HD HOME DEPOT INC. Consumer Cyclical 1,006.0 $355K 0.12% +40.0 +4.1% $352.68 -9.8%
80 EFV ISHARES MSCI EAFE VALUE ETF 4,581.0 $351K 0.12% $76.55 +8.5%
Page 4 of 6  ·  116 positions

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%