DB Fitzpatrick & Co, Inc
Q1 2025 13F Holdings
- Locationboise, ID
- Num holdings
98
- Value ($000)
$105,183
- Date Filed04/21/2025
- Form type13F-HR
- CIK0001885767
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | FI ETF | 464287226 | $39.87M | 38 % | 403,078 | ||
VTHR Vanguard Russell 3000 ETF | COM | 92206C599 | $3.60M | 3 % | 14,605 | ||
VOO Vanguard S&P 500 ETF | COM | 922908363 | $2.95M | 3 % | 5,740 | ||
RSG Republic Services | COM | 760759100 | $2.94M | 3 % | 12,142 | ||
MBB iShares MBS ETF | FI ETF | 464288588 | $2.40M | 2 % | 25,574 | ||
ELV Elevance Health | COM | 036752103 | $1.87M | 2 % | 4,305 | ||
DHR Danaher Corporation | COM | 235851102 | $1.75M | 2 % | 8,522 | ||
DE Deere & Company | COM | 244199105 | $1.71M | 2 % | 3,652 | ||
VEA Vanguard Developed Markets ETF | COM | 921943858 | $1.68M | 2 % | 33,101 | ||
Thermo Fisher Scientific | COM | 883556102 | $1.62M | 2 % | 3,249 |
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