Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DB Fitzpatrick & Co, Inc (CIK 1885767) reported $116.8M across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($42.7M, 36.57%), VTHR ($4.2M, 3.57%), VOO ($4.0M, 3.46%), VEA ($3.0M, 2.58%), PWR ($2.6M, 2.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | iShares Core U.S. Aggregate Bond ETF | $42.7M | 36.57% | 430,257 | Added |
| 2 | VTHR | Vanguard Russell 3000 ETF | $4.2M | 3.57% | 14,494 | Added |
| 3 | VOO | Vanguard S&P 500 ETF | $4.0M | 3.46% | 6,754 | Added |
| 4 | VEA | Vanguard Developed Markets ETF | $3.0M | 2.58% | 47,000 | Added |
| 5 | PWR | Quanta Services, Inc. | $2.6M | 2.26% | 4,814 | Trimmed |
| 6 | RSG | Republic Services | $2.6M | 2.23% | 11,886 | Added |
| 7 | MBB | iShares MBS ETF | $2.3M | 1.97% | 24,230 | Added |
| 8 | DHR | Danaher Corporation | $2.1M | 1.76% | 10,827 | Added |
| 9 | TMO | Thermo Fisher Scientific | $1.9M | 1.63% | 3,864 | Added |
| 10 | VWO | Vanguard Emerging Markets ETF | $1.7M | 1.46% | 31,617 | Added |
| 11 | APD | Air Products and Chemicals | $1.7M | 1.44% | 5,805 | Added |
| 12 | SYK | Stryker Corporation | $1.7M | 1.42% | 5,051 | Added |
| 13 | GRMN | Garmin | $1.7M | 1.42% | 7,158 | Added |
| 14 | CVX | CHEVRON CORP | $1.6M | 1.38% | 7,773 | Trimmed |
| 15 | ELV | Elevance Health | $1.6M | 1.36% | 5,419 | Added |
| 16 | CB | Chubb | $1.6M | 1.36% | 4,891 | Added |
| 17 | CRM | Salesforce | $1.6M | 1.33% | 8,330 | Added |
| 18 | BA | The Boeing Company | $1.6M | 1.33% | 7,824 | Trimmed |
| 19 | SQ | Block, Inc. | $1.6M | 1.33% | 25,825 | Added |
| 20 | INTU | Intuit | $1.5M | 1.33% | 3,582 | Added |
| 21 | FTNT | Fortinet | $1.5M | 1.28% | 18,277 | Added |
| 22 | EW | Edwards Lifesciences Corporati | $1.5M | 1.26% | 18,368 | Added |
| 23 | UNH | United Health Group | $1.4M | 1.22% | 5,268 | Added |
| 24 | ETN | Eaton | $1.4M | 1.21% | 3,951 | Added |
| 25 | HUBB | Hubbell Incorporated | $1.4M | 1.18% | 2,804 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31