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Portfolio (Quarterly) Guide ↗

DB Fitzpatrick & Co, Inc

· CIK 0001885767
13F Portfolio $111M AUM Filed Oct 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 99 New
Page 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MMM 3M Company Industrials 165.0 $26K 0.02% NEW $155.18 -4.6%
62 SPHY SPDR Portfolio High Yield Bond ETF 1,004.0 $24K 0.02% NEW $23.94 -2.7%
63 ED Consolidated Edison Utilities 222.0 $22K 0.02% NEW $100.52 +5.9%
64 IVE iShares S&P 500 Value ETF 95.0 $20K 0.02% NEW $206.51 +8.2%
65 LEU Centrus Energy Corp Energy 60.0 $19K 0.02% NEW $310.07 -42.2%
66 IVV iShares Core S&P 500 ETF 24.0 $16K 0.01% NEW $669.29 +10.8%
67 UNP Union Pacific Corporation Industrials 61.0 $14K 0.01% NEW $236.38 +14.3%
68 HSBC HSBC Holdings plc Financial Services 195.0 $14K 0.01% NEW $70.98 +26.8%
69 TXN Texas Instruments Technology 70.0 $13K 0.01% NEW $183.73 +67.6%
70 RIVN Rivian Automotive, Inc. Consumer Cyclical 873.0 $13K 0.01% NEW $14.68 -8.8%
71 UPS United Parcel Service Industrials 129.0 $11K 0.01% NEW $83.53 +14.5%
72 IWS iShares Russell Mid Cap Value 55.0 $8K 0.01% NEW $139.67 +11.5%
73 SCHK Schwab 1000 Index ETF 191.0 $6K 0.01% NEW $32.12 +10.4%
74 MU Micron Technology, Inc. Technology 34.0 $6K 0.01% NEW $167.32 +349.0%
75 EEM iShares MSCI Emerging Markets 101.0 $5K 0.01% NEW $53.40 +22.8%
76 SCHX SCHWAB US LARGE CAP ETF 197.0 $5K 0.01% NEW $26.34 +10.2%
77 OPEN Opendoor Technologies Inc. Real Estate 635.0 $5K 0.01% NEW $7.97 -45.7%
78 INTC INTEL CORP Technology 136.0 $5K 0.00% NEW $33.55 +234.8%
79 SCHG Scwhab US Large Cap Growth ETF 141.0 $4K 0.00% NEW $31.91 +7.2%
80 ROKU Roku Inc. Communication Services 37.0 $4K 0.00% NEW $100.14 +23.7%
Page 4 of 5  ·  99 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
Industrials 34.6%
Healthcare 22.1%
Technology 20.8%
Financial Services 7.0%
Basic Materials 4.9%
Energy 4.6%
Communication Services 3.2%
Consumer Cyclical 2.6%
Utilities 0.0%
Real Estate 0.0%