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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 $104,305,288
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 297,063 $29,483,503 28.26%
2.
Vanguard Scottsdale Funds
 76,258 $4,523,625 4.33%
3.
Vanguard Scottsdale Funds
 18,503 $3,937,993 3.77%
4.
Vanguard S&P 500 Etf
 5,739 $2,506,795 2.4%
5.
Republic Services Inc.
 RSG 14,334 $2,363,820 2.26%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)