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Home > Institutional Investor > Db Fitzpatrick & Co, Inc > Profile

Instuitional Investor - Db Fitzpatrick & Co, Inc

Fund Profile
Filing Period:
Fund Name: Db Fitzpatrick & Co, Inc
Portfolio Value $116,807,236
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 430,257 $42,711,612 36.57%
2.
Vanguard Scottsdale Funds
 14,494 $4,168,108 3.57%
3.
Vanguard S&P 500 Etf
 6,754 $4,035,853 3.46%
4.
Vanguard Developed Markets Etf
 47,000 $3,011,760 2.58%
5.
Quanta Services Inc.
 PWR 4,814 $2,642,982 2.26%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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