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Portfolio (Quarterly) Guide ↗

DB Fitzpatrick & Co, Inc

· CIK 0001885767
13F Portfolio $113M AUM 100 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 25 Added 37 Reduced 11 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTHR Vanguard Russell 3000 ETF 13,941.0 $4.2M 3.72% +177.0 +1.3% $300.33 +7.5%
2 VOO Vanguard S&P 500 ETF 6,473.0 $4.1M 3.61% +303.0 +4.9% $627.13 +7.6%
3 VEA Vanguard Developed Markets ETF 43,635.0 $2.7M 2.42% +8K +22.7% $62.47 +10.4%
4 RSG Republic Services Industrials 11,521.0 $2.4M 2.17% +3K +29.3% $211.93 +1.9%
5 VWO Vanguard Emerging Markets ETF 29,953.0 $1.6M 1.43% +5K +19.0% $53.76 +7.4%
6 SNPS Synopsys Technology 3,107.0 $1.5M 1.30% +500.0 +19.2% $469.72 +5.3%
7 SYK Stryker Corporation Healthcare 4,136.0 $1.5M 1.29% +726.0 +21.3% $351.47 -11.0%
8 VT Vanguard Total World ETF 10,286.0 $1.5M 1.29% +7K +190.2% $141.06 +8.2%
9 MSCI MSCI Inc. Financial Services 2,465.0 $1.4M 1.26% +864.0 +54.0% $573.73 +2.5%
10 APD Air Products and Chemicals Basic Materials 5,687.0 $1.4M 1.25% +793.0 +16.2% $247.02 +18.7%
11 AFL Aflac Financial Services 10,344.0 $1.1M 1.01% +82.0 +0.8% $110.27 +7.4%
12 VTWO Vanguard Russell 2000 ETF 6,458.0 $643K 0.57% +1K +22.6% $99.52 +10.8%
13 VTV Vanguard Value Index Fund ETF 2,991.0 $571K 0.51% +614.0 +25.8% $190.99 +8.0%
14 VOOG Vanguard S&P 500 Growth Index 1,048.0 $466K 0.41% +257.0 +32.5% $444.59 -81.7%
15 SCHB Schwab U.S. Broad Market ETF 9,820.0 $258K 0.23% +235.0 +2.5% $26.23 +7.6%
16 LEU Centrus Energy Corp Energy 70.0 $17K 0.01% +10.0 +16.7% $242.76 -30.6%
17 SCHX SCHWAB US LARGE CAP ETF 235.0 $6K 0.01% +38.0 +19.3% $26.91 +7.2%
18 INTC Intel Corporation Technology 156.0 $6K 0.01% +20.0 +14.7% $36.90 +191.8%
19 OPEN Opendoor Technologies Inc. Real Estate 845.0 $5K 0.00% +210.0 +33.1% $5.83 -28.5%
20 SCHF Schwab International Equity ET 153.0 $4K 0.00% +63.0 +70.0% $24.04 +11.0%
Page 1 of 2  ·  25 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
Industrials 31.4%
Healthcare 23.0%
Technology 20.6%
Financial Services 11.3%
Basic Materials 4.9%
Energy 4.4%
Communication Services 2.2%
Consumer Cyclical 2.1%
Utilities 0.0%
Consumer Defensive 0.0%