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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 $105,182,723
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 403,078 $39,872,476 37.91%
2.
Vanguard Scottsdale Funds
 14,605 $3,603,930 3.43%
3.
Vanguard S&P 500 Etf
 5,740 $2,949,843 2.8%
4.
Republic Services Inc.
 RSG 12,142 $2,940,307 2.8%
5.
Ishares Mbs Etf - FI ETF
 25,574 $2,398,330 2.28%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)