DB Fitzpatrick & Co, Inc. filed its Form 13F-HR report with the Securities and Exchange Commission on October 19, 2026, disclosing the firm's equity portfolio as of the close of business on September 30, 2026. The filing lists Cheryl Smith as the Office Manager responsible for the submission.
The report details a portfolio consisting of 165 individual equity securities. The largest holding in the portfolio is Microsoft Corporation, with 4,605 shares. Other notable individual stock positions include Visa (5,601 shares), Salesforce (5,897 shares), and Starbucks (14,484 shares). The firm also holds significant positions in exchange-traded funds, including the Vanguard Developed Markets ETF (47,825 shares) and the Vanguard Emerging Markets ETF (32,225 shares).
The filing provides a comprehensive list of all equity holdings, including shares for companies such as Apple, Amazon, Tesla, Broadcom, and various ETFs tracking broad market indices and specific sectors like technology and emerging markets.
