Db Fitzpatrick & Co, Inc Incresed Positions in Q3 2025

Db Fitzpatrick & Co, Inc

  • $108 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
2.86K
+ 120.22%
$237.77 - $353.61 $680K - $1.01M
5.24K $1.81M
BP
Bp PLC

Energy
11.8K
+ 78.65%
$30.25 - $35.69 $357K - $421K
26.8K $922K
CRM
Salesforce, Inc.

Technology
2.29K
+ 70.77%
$231.66 - $273.65 $530K - $626K
5.52K $1.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
247
+ 4.17%
$567.77 - $614.76 $140K - $152K
6.17K $3.78M
ADSK
Autodesk, Inc.

Technology
1.46K
+ 75.96%
N/A
3.38K $829K
SBUX
Starbucks Corp

Consumer Cyclical
3.99K
+ 36.35%
$81.9 - $96.86 $327K - $387K
15K $1.27M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.03K
+ 26.79%
$265.78 - $299.3 $275K - $309K
4.89K $1.33M
VEA
Vanguard Ftse Developed Market

ETFs
1.6K
+ 4.72%
$56.02 - $60.3 $89.9K - $96.7K
35.6K $2.13M
FTNT
Fortinet, Inc.

Technology
5.07K
+ 39.36%
$74.39 - $107.65 $377K - $546K
18K $1.51M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
191
+ 0.76%
$49.43 - $54.52 $9.44K - $10.4K
25.2K $1.36M
VTWO
Vanguard Russell 2000 ETF

ETFs
324
+ 6.55%
$86.92 - $99.32 $28.2K - $32.2K
5.27K $515K
VTV
Vanguard Value ETF

ETFs
185
+ 8.44%
$175.51 - $186.57 $32.5K - $34.5K
2.38K $443K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
62
+ 8.5%
$393.18 - $439.39 $24.4K - $27.2K
791 $344K
ELV
Elevance Health, Inc.

Healthcare
1.03K
+ 23.62%
$274.66 - $395.76 $282K - $407K
5.38K $1.74M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.03%
$128.41 - $138.03 $128 - $138
3.55K $488K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
210
+ 2.24%
$23.82 - $25.84 $5K - $5.43K
9.59K $246K
SCHX
Schwab Strategic Tr Us Large C

ETFs
39
+ 24.68%
$24.46 - $26.5 $954 - $1.03K
197 $5K
TGT
Target Corp

Consumer Defensive
15
+ 300.0%
$86.56 - $107.43 $1.3K - $1.61K
20 $1K
MRNA
Moderna, Inc.

Healthcare
50
+ 100.0%
$23.51 - $34.67 $1.18K - $1.73K
100 $2K
IRBT
Irobot Corp

Consumer Cyclical
150
+ 357.14%
$3.14 - $5.23 $471 - $785
192 $0
TTD
Trade Desk, Inc.

Technology
18
+ 100.0%
$43.93 - $89.76 $791 - $1.62K
36 $1K
Activity Summary
Buys All Purchases 31 New Holdings 9 Increased Positions 22 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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