Db Fitzpatrick & Co, Inc has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $108 Million distributed in 99 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 $40.7M, Vanguard Russell 3000 ETF with a value of $4.05M, Vanguard Index Fds S&P 500 ETF with a value of $3.78M, Quanta Services, Inc. with a value of $2.4M, and Ishares Tr with a value of $2.35M.
Examining the 13F form we can see an decrease of $1.94M in the current position value, from $110M to 108M.
Below you can find more details about Db Fitzpatrick & Co, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$108 Million
ETFs: $58.7 Million
Industrials: $15.3 Million
Technology: $12.6 Million
Healthcare: $10.8 Million
Financial Services: $3.42 Million
Basic Materials: $2.42 Million
Energy: $2.26 Million
Communication Services: $1.57 Million
Other: $1.31 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
