Db Fitzpatrick & Co Inc Q2 2026 Portfolio Activity: New Positions in Waste Management and Microsoft

As reported on InsiderSet, Db Fitzpatrick & Co, Inc's portfolio holdings underwent significant changes as of June 30, 2026. The firm demonstrated active management during this quarter by establishing new positions and exiting existing ones. This filing provides insight into the specific transactions observed across their investment strategy.

The most pronounced buying activity appears to be concentrated in individual equities rather than broad-based index funds or ETFs, suggesting a targeted approach to growth opportunities. Notably, Db Fitzpatrick & Co Inc significantly increased its stake in several companies:

• O'Reilly Automotive (ORLY): The firm acquired a substantial position of 15,614 shares, representing a full 100% increase from the previous period.
• Microsoft (MSFT): The stake in this technology giant grew by over 4,365%, with a significant share purchase of 4,584 shares.
• MercadoLibre (MELI): Although not detailed in the changed holdings list provided here, this stock was mentioned as a significant buy by the investor according to available data.
• Waste Management (WM): The position increased substantially with a gain of over 59% in shares, adding 3,059 shares to the portfolio.
• Veralto Corporation (VLTO): Despite being listed as a significant sell overall, this filing shows Db Fitzpatrick & Co Inc purchased VLTO shares during the quarter.
• Veralto Corp (VLTO) - Wait, let's check again. The significant sell list includes "VLTO", which is Veralto Corporation. This filing shows a purchase of VLTO shares.
• Veralto Corp (VLTO): The investor purchased this stock, acquiring all 48 shares in the quarter.
• BAE Systems PLC (BAESY): This position was newly established or significantly increased with a purchase of all 7,253 shares mentioned in the changed holdings.

In contrast to their equity purchases, Db Fitzpatrick & Co Inc also showed signs of exiting certain positions during this quarter:

• Veralto Corporation (VLTO): This stock was sold completely, with a reduction of all shares held previously.
• Intel Corporation (INTC): Although not listed in the changed holdings here, this stock was mentioned as a significant sell by the investor according to available data.
• Murphy Inc (MU): This stock was sold significantly or completely exited during the quarter based on disclosed information.
• Vector Group Ltd (VRT): The investor disposed of this position entirely, as indicated by its mention in the significant sell list.

The investment manager also made adjustments to fixed income positions:

• iShares Core U.S. Aggregate Bond ETF (AGG): The allocation increased by approximately 3.4%, with a share gain of about 14,644 shares.
• Vanguard Short Term Treasury ETF (VGSH): The position saw an increase in allocation percentage by around 0.73%, with a share gain of about 3,398 shares.

These changes reflect Db Fitzpatrick & Co Inc's dynamic investment strategy focused on capitalizing on specific opportunities and managing risk through selective exits. The portfolio maintains diversification across various sectors as evidenced by the overall allocation data available.