Db Fitzpatrick & Co, Inc has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $110 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $40.8M, Vanguard Russell 3000 ETF with a value of $3.88M, Vanguard Index Fds S&P 500 ETF with a value of $3.36M, Ishares Tr with a value of $2.37M, and Quanta Services, Inc. with a value of $2.25M.
Examining the 13F form we can see an increase of $6.9M in the current position value, from $103M to 110M.
Below you can find more details about Db Fitzpatrick & Co, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$110 Million
ETFs: $57.6 Million
Industrials: $18.8 Million
Technology: $13.1 Million
Healthcare: $9.64 Million
Basic Materials: $3.52 Million
Financial Services: $2.53 Million
Energy: $1.7 Million
Communication Services: $1.17 Million
Other: $2.04 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
