DB Fitzpatrick & Co, Inc - Portfolio overview

DB Fitzpatrick & Co, Inc has 103 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

1. AGG - iShares Core U.S. Aggregate Bond ETF, 40.85%
2. VOO - Vanguard S&P 500 ETF, 3.86%
3. VEA - Vanguard Developed Markets ETF, 2.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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