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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 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS COMPANY Financial Services 1,376.0 $416K 0.17% -72.0 -5.0% $302.48 +4.2%
62 GRMN GARMIN LTD Technology 1,694.0 $393K 0.16% -30.0 -1.7% $232.01 +1.9%
63 VWO VANGUARD FTSE EMERGING MARKETS ETF 6,815.0 $368K 0.15% $54.05 +10.8%
64 NVDA NVIDIA CORP Technology 2,088.0 $364K 0.15% +14.0 +0.7% $174.40 +22.8%
65 GE GENERAL ELECTRIC CO. Industrials 1,278.0 $363K 0.14% $283.77 +13.1%
66 MO ALTRIA GROUP INC. Consumer Defensive 5,423.0 $358K 0.14% $65.99 +9.1%
67 MPC MARATHON PETROLEUM CORP Energy 1,459.0 $356K 0.14% -93.0 -6.0% $244.18 +2.9%
68 EFV ISHARES MSCI EAFE VALUE ETF 4,581.0 $341K 0.14% $74.35 +5.7%
69 KO THE COCA COLA COMPANY Consumer Defensive 4,452.0 $339K 0.14% +250.0 +6.0% $76.05 +5.7%
70 APD AIR PRODUCTS & CHEMS INC Basic Materials 1,134.0 $329K 0.13% $290.49 -2.4%
71 SPSM SPDR S&P 600 Small Cap ETF 6,757.0 $326K 0.13% +239.0 +3.7% $48.32 +12.5%
72 LNKB LINKBANCORP INC. Financial Services 38,725.0 $323K 0.13% $8.34 +4.2%
73 HD HOME DEPOT INC. Consumer Cyclical 966.0 $318K 0.13% -28.0 -2.8% $328.89 -2.3%
74 ETN EATON CORPORATION PLC Industrials 870.0 $311K 0.12% $357.67 +12.4%
75 LOW LOWES COMPANIES INC Consumer Cyclical 1,316.0 $311K 0.12% $236.28 -7.8%
76 IVV ISHARES CORE S&P 500 ETF 443.0 $289K 0.12% +89.0 +25.1% $653.21 +16.1%
77 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 3,000.0 $287K 0.12% $95.60 +26.4%
78 LLY ELI LILLY & CO Healthcare 310.0 $285K 0.11% +45.0 +17.0% $919.77 +22.6%
79 CAT CATERPILLAR INC. Industrials 391.0 $277K 0.11% $708.46 +25.3%
80 GEV GE VERNOVA INC Utilities 316.0 $276K 0.11% $872.90 +14.1%
Page 4 of 6  ·  107 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%