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Portfolio (Quarterly) Guide ↗

FIDELITY D & D BANCORP INC

· CIK 0001098151
13F Portfolio $249M AUM 166 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 38 Added 29 Reduced 5 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 7,779.0 $2.9M 1.15% -55.0 -0.7% $370.17 +15.5%
2 AAPL APPLE INC. Technology 7,302.0 $1.9M 0.74% -112.0 -1.5% $253.79 +22.3%
3 JPM JP MORGAN CHASE & CO Financial Services 5,315.0 $1.6M 0.63% -115.0 -2.1% $294.16 +0.8%
4 VEA VANGUARD FTSE DEVELOPED ETF 23,291.0 $1.5M 0.60% -503.0 -2.1% $64.08 +12.0%
5 AMZN AMAZON COM INC. Consumer Cyclical 4,633.0 $965K 0.39% -107.0 -2.3% $208.27 +30.8%
6 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 2,963.0 $951K 0.38% -57.0 -1.9% $320.81 +15.9%
7 PPL PPL CORP. COM Utilities 24,648.0 $942K 0.38% -200.0 -0.8% $38.20 -7.1%
8 GOOG ALPHABET INC. CLASS C Communication Services 2,305.0 $661K 0.27% -310.0 -11.8% $286.86 +34.5%
9 WMT WAL MART STORES, INC. Consumer Defensive 4,993.0 $621K 0.25% -50.0 -1.0% $124.28 -4.9%
10 IWD ISHARES RUSSELL 1000 VALUE ETF 2,790.0 $596K 0.24% -323.0 -10.4% $213.67 +11.5%
11 NEE NEXTERA ENERGY INC Utilities 5,406.0 $502K 0.20% -133.0 -2.4% $92.88 -5.2%
12 VBR VANGUARD SMALL-CAP VALUE INDEX FUND 2,239.0 $486K 0.20% -27.0 -1.2% $217.25 +8.4%
13 MRK MERCK & CO. INC Healthcare 3,811.0 $458K 0.18% -92.0 -2.4% $120.29 -0.6%
14 PGR PROGRESSIVE CORPORATION Financial Services 2,198.0 $436K 0.17% -150.0 -6.4% $198.24 -1.3%
15 AXP AMERICAN EXPRESS COMPANY Financial Services 1,376.0 $416K 0.17% -72.0 -5.0% $302.48 +3.5%
16 GRMN GARMIN LTD Technology 1,694.0 $393K 0.16% -30.0 -1.7% $232.01 +1.8%
17 MPC MARATHON PETROLEUM CORP Energy 1,459.0 $356K 0.14% -93.0 -6.0% $244.18 +2.8%
18 HD HOME DEPOT INC. Consumer Cyclical 966.0 $318K 0.13% -28.0 -2.8% $328.89 -2.8%
19 AVGO BROADCOM INC Technology 889.0 $275K 0.11% -7K -88.2% $309.51 +38.4%
20 COP CONOCOPHILLIPS Energy 2,071.0 $273K 0.11% -87.0 -4.0% $132.00 -13.2%
Page 1 of 2  ·  29 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 33.1%
Financial Services 25.5%
Energy 10.6%
Industrials 6.9%
Consumer Defensive 6.3%
Consumer Cyclical 6.0%
Healthcare 4.4%
Utilities 3.6%
Communication Services 2.9%
Basic Materials 0.7%