account_balance
Investment manager · 13F filer · SEC CIK 1885767
DB Fitzpatrick & Co, Inc
Reported value$121Mas of Sep 30, 2026
Positions100 7 new, 15 sold out
Top 10 weight57.2%AGG alone is 34%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AGGiShares Core U.S. Aggregate Bond ETF
34.4%
VTHRVanguard Russell 3000 ETF
3.8%
VOOVanguard S&P 500 ETF
3.8%Trimmed −7%
VEAVanguard Developed Markets ETF
2.8%
DHRDanaher Corp
2.3%
PWRQuanta Services, Inc.
2.2%Added +32%
TMOThermo Fisher Scientific Inc.
2.1%−2%
MBBiShares MBS ETF
2.0%−2%
RSGRepublic Services, Inc.
2.0%
MSFTMicrosoft Corp
1.9%
VVisa Inc.
1.7%
ZSZscaler, Inc.
1.6%
AGGiShares Core U.S. Aggregate Bond ETF
34.4%
VTHRVanguard Russell 3000 ETF
3.8%
VOOVanguard S&P 500 ETF
3.8%
VEA2.8%
DHR2.3%PWR2.2%TMO2.1%MBB2.0%
RSG2.0%MSFT1.9%V1.7%ZS1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AGG iShares Core U.S. Aggregate Bond ETF 34.4% Held
VTHR Vanguard Russell 3000 ETF 3.8% Held
VOO Vanguard S&P 500 ETF 3.8% Trimmed −7%
VEA Vanguard Developed Markets ETF 2.8% Held
DHR Danaher Corp 2.3% HeldPWR Quanta Services, Inc. 2.2% Added +32%TMO Thermo Fisher Scientific Inc. 2.1% Trimmed −2%MBB iShares MBS ETF 2.0% Trimmed −2%
RSG Republic Services, Inc. 2.0% HeldMSFT Microsoft Corp 1.9% HeldV Visa Inc. 1.7% HeldZS Zscaler, Inc. 1.6% Added +168%What changed
Biggest moves since Jun 30, 2026
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