Fidelity D & D Bancorp Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$249.4M
Q ending 2026-03-31
Prior quarter
$231.5M
Q ending 2025-12-31
Change
+7.7% QoQ · +64.2% YoY
Positions
107
reported holdings

Largest positions

Top 100 of 107 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Invesco S&P 500 Pure ValueRPVShares$21.0M196K
Spdr Portfolio Developed World Ex-SPDWShares$20.9M458K
Avantis Us Large Cap Value EtfAVLVShares$17.9M222K
Gmo International Value EtfGMOIShares$16.1M445K
Avantis Emerging Markets Value EtfAVESShares$11.1M185K
Vanguard Dividend Appreciation EtfVIGShares$10.9M51K
Avantis International Small Cap VaAVDVShares$9.9M99K
International Business Machines CoIBMShares$9.7M40K
Ishares Russell 1000 Growth EtfIWFShares$9.3M22K
John Hancock Mortgage-Backed EtfJHMBShares$9.1M414K
Pimco Commodities Active Strategy CMDTShares$8.7M270K
Jp Morgan International Growth EtfJIGShares$7.1M96K
Spdr Intermediate Term Corporate BSPIBShares$7.1M212K
Avantis Us Small Cap Value EtfAVUVShares$6.8M62K
Invesco S&P 500 Quality EtfSPHQShares$6.8M90K
Ishares 1-3 Year Treasury Bond EtfSHYShares$5.6M68K
Vanguard S&P Small-Cap 600 EtfVIOOShares$4.8M42K
Ishares 10-20 Treasury EtfTLHShares$4.6M46K
Fidelity D & D Bancorp Inc.FDBCShares$4.3M99K
Janus Henderson Small Cap Growth AJSMLShares$3.4M49K
Vaneck Etf TrustEMLCShares$3.1M125K
Microsoft CorpMSFTShares$2.9M8K
Exxon Mobil Corp ComXOMShares$2.3M14K
Honat Bancorp IncHONTShares$2.0M16K
Vaneck Cef Muni Income EtfXMPTShares$2.0M91K
Apple Inc.AAPLShares$1.9M7K
Pnc Financial Services Group Inc.PNCShares$1.6M8K
Jp Morgan Chase & CoJPMShares$1.6M5K
Alpha Architect Us Equity 2 EtfAAEQShares$1.5M33K
Spdr S&P 500 Growth EtfSPYGShares$1.5M15K
Vanguard Ftse Developed EtfVEAShares$1.5M23K
Energy Transfer Equity LpETShares$1.4M73K
Spdr S&P 500 Etf TrustSPYShares$1.3M2K
Amazon Com Inc.AMZNShares$965K5K
Vanguard Total Stock Market Index VTIShares$951K3K
Ppl Corp. ComPPLShares$942K25K
Ishares National Muni Bond EtfMUBShares$849K8K
Ishares Msci Eafe EtfEFAShares$803K8K
Mcdonalds CorpMCDShares$784K3K
Chevron CorporationCVXShares$760K4K
Johnson & JohnsonJNJShares$695K3K
Proshares S&P 500 Dv Aristocrats ENOBLShares$688K6K
Procter & Gamble Co.PGShares$685K5K
Spdr Dow Jones Industrial Average DIAShares$664K1K
Alphabet Inc. Class CGOOGShares$661K2K
Wisdomtree Us Quality Div Growth FDGRWShares$647K7K
Wal Mart Stores, Inc.WMTShares$621K5K
Ishares Russell 1000 Value EtfIWDShares$596K3K
Automatic Data Processing IncADPShares$542K3K
Philip Morris Intl IncPMShares$507K3K
Nextera Energy IncNEEShares$502K5K
Vanguard Growth EtfVUGShares$491K1K
Vanguard Small-Cap Value Index FunVBRShares$486K2K
Abbvie IncABBVShares$461K2K
Goldman Sachs Group IncGSShares$459K543
Merck & Co. IncMRKShares$458K4K
Lockheed Martin CorporationLMTShares$458K757
Vanguard Value EtfVTVShares$445K2K
Progressive CorporationPGRShares$436K2K
Rtx CorporationRTXShares$420K2K
American Express CompanyAXPShares$416K1K
Garmin LtdShares$393K2K
Vanguard Ftse Emerging Markets EtfVWOShares$368K7K
Nvidia CorpNVDAShares$364K2K
General Electric Co.GEShares$363K1K
Altria Group Inc.MOShares$358K5K
Marathon Petroleum CorpMPCShares$356K1K
Ishares Msci Eafe Value EtfEFVShares$341K5K
The Coca Cola CompanyKOShares$339K4K
Air Products & Chems IncAPDShares$329K1K
Spdr S&P 600 Small Cap EtfSPSMShares$326K7K
Linkbancorp Inc.LNKBShares$323K39K
Home Depot Inc.HDShares$318K966
Eaton Corporation PlcShares$311K870
Lowes Companies IncLOWShares$311K1K
Ishares Core S&P 500 EtfIVVShares$289K443
Monarch Casino & Resort IncMCRIShares$287K3K
Eli Lilly & CoLLYShares$285K310
Caterpillar Inc.CATShares$277K391
Ge Vernova IncGEVShares$276K316
Broadcom IncAVGOShares$275K889
ConocophillipsCOPShares$273K2K
Mastercard Inc Class AMAShares$273K546
Verizon Communications, Inc.VZShares$268K5K
Blackrock IncBLKShares$267K278
Colgate-Palmolive Co.CLShares$262K3K
Honeywell International IncHONGBPShares$260K1K
Johnson Controls Intl PlcShares$260K2K
Ishares Core U.S. Agg Bond Etf.AGGShares$255K3K
At&T Inc.TShares$253K9K
Ishares Russell Mid-Cap EtfIWRShares$241K2K
Ishares Select Dividend EtfDVYShares$241K2K
Mondelez International IncMDLZShares$238K4K
Amgen Inc. CommonAMGNShares$231K657
Corning Inc.GLWShares$228K2K
Harbor Long Term Grower EtfWINNShares$227K8K
Fedex CorpFDXShares$227K636
Peoples Financial Svcs CorpPFISShares$225K4K
Meta Platforms IncMETAShares$220K384
Vanguard S&P Small-Cap 600 Value EVIOVShares$219K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.