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Holders — by stockHoldings — by fund

DB Fitzpatrick & Co, Inc

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001885767

$123.7M

disclosed book value

100

positions

35.6%

largest position share

Positions, as of 2026-06-30

top 100 of 100 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AGGiShares Core U.S. Aggregate Bond ETF444,901$44.0M35.6%
2VOOVanguard S&P 500 ETF7,049$4.8M3.9%
3VTHRVanguard Russell 3000 ETF13,549$4.5M3.6%
4VEAVanguard Developed Markets ETF48,690$3.5M2.8%
5MBBiShares MBS ETF27,957$2.6M2.1%
6RSGRepublic Services11,749$2.5M2%
7DHRDanaher Corporation12,896$2.5M2%
8PWRQuanta Services, Inc.3,150$2.3M1.8%
9UNHUnited Health Group5,176$2.2M1.7%
10VWOVanguard Emerging Markets ETF32,822$2.0M1.6%
11VVisa5,699$2.0M1.6%
12XYZBlock, Inc.25,475$1.9M1.6%
13ELVElevance Health5,006$1.9M1.6%
14TMOThermo Fisher Scientific3,788$1.9M1.5%
15SYKStryker Corporation6,007$1.9M1.5%
16WMWaste Management Inc8,198$1.8M1.5%
17MSFTMicrosoft Corporation4,689$1.7M1.4%
18SHWThe Sherwin-Williams Company5,071$1.7M1.4%
19MELIMercadoLibre, Inc.1,015$1.7M1.4%
20APDAir Products and Chemicals5,663$1.7M1.3%
21Eaton3,892$1.7M1.3%
22BAThe Boeing Company7,659$1.7M1.3%
23Chubb4,807$1.6M1.3%
24EWEdwards Lifesciences Corporati18,076$1.6M1.3%
25Garmin6,390$1.5M1.2%
26SBUXStarbucks Corporation14,839$1.5M1.2%
27HUBBHubbell Incorporated2,779$1.5M1.2%
28ORLYO'Reilly Automotive15,614$1.4M1.2%
29MSCIMSCI Inc.2,477$1.4M1.1%
30DEDeere & Company2,172$1.4M1.1%
31AMGNAmgen3,755$1.4M1.1%
32PANWPalo Alto Networks, Inc.3,883$1.3M1.1%
33AFLAflac10,536$1.2M1%
34FTNTFortinet7,517$1.2M0.9%
35SNPSSynopsys2,475$1.1M0.9%
36ECLEcolab3,944$1.1M0.9%
37LMTLockheed Martin Corporation2,025$1.0M0.8%
38CVXCHEVRON CORP5,933$983,4540.8%
39VGSHVANGUARD SHORT TERM TREASURY ETF IV16,284$947,7290.8%
40CRMSalesforce5,996$939,3330.8%
41VTWOVanguard Russell 2000 ETF7,194$873,4950.7%
42AVGOBroadcom2,218$837,8500.7%
43VTVVanguard Value Index Fund ETF3,492$761,0120.6%
44ADSKAutodesk3,882$754,7380.6%
45CMICummins968$690,3870.6%
46VTVanguard Total World ETF4,019$630,7820.5%
47INTUIntuit2,413$629,7930.5%
48VOOGVanguard S&P 500 Growth Index Fund ETF6,984$577,0180.5%
49EFAiShares MSCI EAFE ETF5,223$542,5650.4%
50ZSZscaler3,644$514,3510.4%
51SCHBSchwab U.S. Broad Market ETF10,344$299,5620.2%
52IVWiShares S&P 500 Growth ETF1,889$259,7940.2%
53IWDiShares Russell 1000 Value ETF736$178,4280.1%
54IWMiShares Russell 2000 ETF553$166,1490.1%
55CATCaterpillar88$93,7110.1%
56ACWIiShares MSCI ACWI ETF230$36,0280%
57SPYSPDR S&P 500 ETF39$29,1240%
58MMM3M Company165$26,7150%
59EDConsolidated Edison222$24,5600%
60SPHYSPDR Portfolio High Yield Bond ETF1,004$23,5340%
61IVEiShares S&P 500 Value ETF95$21,5710%
62IVViShares Core S&P 500 ETF24$17,9730%
63VEUVanguard FTSE All-World ex-US ETF211$17,6710%
64UPSUnited Parcel Service129$13,8680%
65RIVNRivian Automotive, Inc.748$12,9780%
66IWSiShares Russell Mid Cap Value ETF55$9,0530%
67SCHXSCHWAB US LARGE CAP ETF290$8,5350%
68SCHKSchwab 1000 Index ETF236$8,5100%
69INTCIntel Corporation60$8,3780%
70EEMiShares MSCI Emerging Markets ETF101$6,9090%
71SCHGSchwab US Large Cap Growth ETF187$6,3280%
72SCHFSchwab International Equity ETF212$5,8720%
73VLTOVeralto Corporation48$4,2570%
74FNDBSchwab Fundamental US Broad Market ETF139$4,2340%
75OPENOpendoor Technologies Inc.915$4,2270%
76SOLVSolventum Corp41$3,1630%
77ADBEAdobe Inc.14$2,8700%
78MUMicron Technology, Inc.2$2,3090%
79ROKURoku, Inc.15$2,0720%
80NFLXNetflix, Inc.29$2,0710%
81IGViShares Expanded Tech-Software ETF21$1,9030%
82SOFISoFi Technologies, Inc.100$1,7930%
83ORCLOracle Corporation12$1,7590%
84TSLATesla, Inc.4$1,6820%
85CNCCentene Corporation25$1,6050%
86FNDFSchwab Fundamental Intl Equity ETF28$1,4770%
87SAILSailPoint, Inc.100$1,4640%
88SPYGSPDR Portfolio S&P 500 Growth ETF11$1,3090%
89PINSPinterest, Inc.55$1,1570%
90MOHMolina Healthcare, Inc.5$1,1440%
91SPYMState Street SPDR Portfolio S&P 500 ETF12$1,0550%
92LYFTLyft, Inc.70$1,0230%
93VRTVertiv Holdings Co3$1,0040%
94TTDThe Trade Desk Inc Class A55$9940%
95CRWDCrowdStrike Holdings, Inc.1$7630%
96QQQMInvesco NASDAQ 100 ETF2$6060%
97BYNDEURBeyond Meat, Inc.250$1880%
98GEMIGemini Space Station, Inc.40$1700%
99NASATema Space Innovators ETF5$1520%
100FNDESchwab Fundamental EM Equity ETF2$790%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.