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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 $108,798,182
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 380,417 $36,862,407 33.88%
2.
Vanguard Scottsdale Funds
 14,132 $3,670,646 3.37%
3.
Vanguard S&P 500 Etf
 5,386 $2,902,031 2.66%
4.
Republic Services Inc.
 RSG 13,676 $2,751,338 2.52%
5.
Ishares Mbs Etf - FI ETF
 24,729 $2,267,155 2.08%
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)