DB Fitzpatrick & Co, Inc — 13F Holdings & Portfolio

CIK 1885767 · latest 13F-HR filed 2026-04-27

DB Fitzpatrick & Co, Inc manages $116.8M in 13F-reported U.S. long-equity assets across 106 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AGG (36.57%), VTHR (3.57%), VOO (3.46%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 7, added to 38, and trimmed 33.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$116.8M

Long-equity book

Holdings

106

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+13 / −7 / ↑38 / ↓33

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • iShares Core U.S. Aggregate Bond ETF$2.4M +6.1%
  • The Sherwin-Williams Company$1.3M +4568.8%
  • CHEVRON CORP$362.4K +29.1%
  • Starbucks Corporation$356.7K +35.4%
  • Block, Inc.$346.7K +28.7%
Show all 38

Top Trims

  • Vanguard Total World ETF-$925.3K -63.8%
  • Alphabet Inc. Class C-$553.9K -51.2%
  • Cummins-$478.1K -47.4%
  • Hubbell Incorporated-$451.9K -24.7%
  • Deere & Company-$346.1K -21.9%
Show all 33

New Positions

  • Waste Management Inc$1.2M
  • Palo Alto Networks, Inc.$1.1M
  • Union Pacific Corporation$2.9K
  • Schwab Fundamental US Broad Market ETF$2.5K
  • iShares Expanded Tech-Software ETF$1.4K
Show all 13

Exited Positions

  • British Petroleum$919.8K
  • Masco Corporation$848.9K
  • Moderna, Inc.$2.5K
  • First Trust NASDAQ Cybersecurity$214
  • Opendoor Technologies Inc.$23
Show all 7
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 iShares Core U.S. Aggregate Bond ETF AGG 464287226 $42.7M 36.57% 430,257 SH
2 Vanguard Russell 3000 ETF VTHR 92206C599 $4.2M 3.57% 14,494 SH
3 Vanguard S&P 500 ETF VOO 922908363 $4.0M 3.46% 6,754 SH
4 Vanguard Developed Markets ETF VEA 921943858 $3.0M 2.58% 47,000 SH
5 Quanta Services, Inc. PWR 74762E102 $2.6M 2.26% 4,814 SH
6 Republic Services RSG 760759100 $2.6M 2.23% 11,886 SH
7 iShares MBS ETF MBB 464288588 $2.3M 1.97% 24,230 SH
8 Danaher Corporation DHR 235851102 $2.1M 1.76% 10,827 SH
9 Thermo Fisher Scientific TMO 883556102 $1.9M 1.63% 3,864 SH
10 Vanguard Emerging Markets ETF VWO 922042858 $1.7M 1.46% 31,617 SH
11 Air Products and Chemicals APD 009158106 $1.7M 1.44% 5,805 SH
12 Garmin GRMN H2906T109 $1.7M 1.42% 7,158 SH
13 Stryker Corporation SYK 863667101 $1.7M 1.42% 5,051 SH
14 CHEVRON CORP CVX 166764100 $1.6M 1.38% 7,773 SH
15 Chubb CB H1467J104 $1.6M 1.36% 4,891 SH
16 Elevance Health ELV 036752103 $1.6M 1.36% 5,419 SH
17 The Boeing Company BA 097023105 $1.6M 1.33% 7,824 SH
18 Salesforce CRM 79466L302 $1.6M 1.33% 8,330 SH
19 Block, Inc. XYZ 852234103 $1.6M 1.33% 25,825 SH
20 Intuit INTU 461202103 $1.5M 1.33% 3,582 SH
21 Fortinet FTNT 34959E109 $1.5M 1.28% 18,277 SH
22 Edwards Lifesciences Corporati EW 28176E108 $1.5M 1.26% 18,368 SH
23 United Health Group UNH 91324P102 $1.4M 1.22% 5,268 SH
24 Eaton ETN G29183103 $1.4M 1.21% 3,951 SH
25 Hubbell Incorporated HUBB 443510607 $1.4M 1.18% 2,804 SH
26 Starbucks Corporation SBUX 855244109 $1.4M 1.17% 15,229 SH
27 MSCI Inc. MSCI 55354G100 $1.4M 1.17% 2,527 SH
28 Veralto Corporation VLTO 92338C103 $1.3M 1.15% 15,201 SH
29 Amgen AMGN 031162100 $1.3M 1.15% 3,802 SH
30 Visa V 92826C839 $1.3M 1.14% 4,402 SH
31 The Sherwin-Williams Company SHW 824348106 $1.3M 1.13% 4,106 SH
32 Synopsys SNPS 871607107 $1.3M 1.10% 3,254 SH
33 Lockheed Martin Corporation LMT 539830109 $1.2M 1.07% 2,065 SH
34 Deere & Company DE 244199105 $1.2M 1.05% 2,185 SH
35 Waste Management Inc WM 94106L109 $1.2M 1.01% 5,139 SH
36 Aflac AFL 001055102 $1.2M 1.00% 10,691 SH
37 Fabrinet FN G3323L100 $1.1M 0.97% 2,183 SH
38 Palo Alto Networks, Inc. PANW 697435105 $1.1M 0.97% 7,078 SH
39 Corning, Inc. GLW 219350105 $1.1M 0.92% 7,911 SH
40 Ecolab ECL 278865100 $1.1M 0.91% 3,981 SH
41 Autodesk ADSK 052769106 $829.8K 0.71% 3,466 SH
42 VANGUARD SHORT TERM TREASURY ETF IV VGSH 92206C102 $754.3K 0.65% 12,886 SH
43 Broadcom AVGO 11135F101 $723.6K 0.62% 2,338 SH
44 Vanguard Russell 2000 ETF VTWO 92206C664 $696.6K 0.60% 6,954 SH
45 Vanguard Value Index Fund ETF VTV 922908744 $642.8K 0.55% 3,276 SH
46 Cummins CMI 231021106 $531.0K 0.45% 987 SH
47 Alphabet Inc. Class C GOOG 02079K107 $528.4K 0.45% 1,842 SH
48 Vanguard Total World ETF VT 922042742 $525.6K 0.45% 3,800 SH
49 Zscaler ZS 98980G102 $516.5K 0.44% 3,682 SH
50 iShares MSCI EAFE ETF EFA 464287465 $512.9K 0.44% 5,281 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $116.8M 106 0001885767-26-000002
2025-12-31 2026-01-15 $112.5M 100 0001885767-26-000001