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FIDELITY D & D BANCORP INC

BLAKELY & DRINKER STREETS, DUNMORE, PA 18512 • 5703428281

Q3 2025 · Filed 2025-11-13
Market Value
$181M
+11.1%
Holdings
111
-2
New Purchases
3
Added To
21
Closed
4
Reduced
31
Top 10 Concentration
52.1%
Turnover
6.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPDW 10.13% 9.49% +0.64% $18M
IWF 4.67% 4.19% +0.48% $8M
AVLV 7.20% 6.77% +0.43% $13M
AVES 4.32% 3.91% +0.41% $8M
RPV 5.03% 4.69% +0.34% $9M
CMDT 2.96% 2.64% +0.32% $5M
AVDV 2.24% 1.94% +0.30% $4M
AVUV 2.30% 2.09% +0.22% $4M
VIOO 2.05% 1.87% +0.18% $4M
VIG 3.30% 3.14% +0.16% $6M
ORCL 0.12% 0.00% +0.12% $226K
AAPL 1.17% 1.05% +0.12% $2M
CAT 0.12% 0.00% +0.12% $211K
ITOT 0.11% 0.00% +0.11% $208K
JSML 1.15% 1.04% +0.11% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBM 6.21% 7.21% -1.00% $11M
FDBC 2.44% 3.21% -0.76% $4M
MSFT 2.37% 2.56% -0.19% $4M
MKC 0.00% 0.14% -0.14% $0
ADBE 0.00% 0.13% -0.13% $0
CSCO 0.00% 0.12% -0.12% $0
ET 0.69% 0.81% -0.12% $1M
XMPT 0.92% 1.03% -0.10% $2M
SHY 2.35% 2.44% -0.09% $4M
PNC 0.87% 0.96% -0.09% $2M
PM 0.33% 0.41% -0.08% $592K
ADP 0.47% 0.55% -0.08% $851K
SPIB 4.11% 4.18% -0.08% $7M
GT 0.13% 0.20% -0.07% $236K
AMZN 0.65% 0.72% -0.07% $1M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 85.7%
Technology 6.4%
Energy 2.0%
Industrials 1.3%
Consumer Defensive 1.2%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 40 $41M 22.4%
Large Cap 49 $93M 51.5%
Mid Cap 6 $7M 3.9%
Small Cap 9 $26M 14.1%
Micro Cap 7 $15M 8.2%

Portfolio Analytics

Avg Market Cap
$384.5B
Median Market Cap
$116.6B
Avg P/E
27.5
Median P/E
24.8
Avg Dividend Yield
0.03%
Avg Beta
0.87
# Stocks
72
# ETFs / Funds
39

Top Holdings (111 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPDW 10.13% 429,162 $18M $42.79 $3M +46,724 +12.2%
2 AVLV 7.20% 180,740 $13M $72.26 $2M +18,747 +11.6%
3 IBM 6.21% 39,922 $11M $282.16 -$504K
4 RPV 5.03% 91,720 $9M $99.38 $1M +10,102 +12.4%
5 IWF 4.67% 18,086 $8M $468.41 $2M +1,980 +12.3%
6 AVES 4.32% 136,539 $8M $57.37 $1M +17,273 +14.5%
7 SPIB 4.11% 219,826 $7M $33.89 $622K +16,480 +8.1%
8 JHMB 3.74% 306,717 $7M $22.13 $595K +23,525 +8.3%
9 SPHQ 3.37% 83,487 $6M $73.29 $741K +8,016 +10.6%
10 VIG 3.30% 27,739 $6M $215.79 $864K +2,713 +10.8%
11 CMDT 2.96% 195,892 $5M $27.40 $1M +29,020 +17.4%
12 FDBC 2.44% 101,131 $4M $43.83 -$799K -12,598 -11.1%
13 MSFT 2.37% 8,290 $4M $517.95 $124K -94 -1.1%
14 SHY 2.35% 51,325 $4M $82.96 $276K +3,263 +6.8%
15 AVUV 2.30% 41,981 $4M $99.53 $775K +4,625 +12.4%
16 AVDV 2.24% 45,569 $4M $89.03 $893K +5,665 +14.2%
17 VIOO 2.05% 33,607 $4M $110.47 $657K +3,423 +11.3%
18 TLH 1.89% 33,268 $3M $102.99 $314K +2,631 +8.6%
19 EMLC 1.42% 101,144 $3M $25.51 $230K +8,420 +9.1%
20 AVGO 1.37% 7,510 $2M $329.91 $407K
21 AAPL 1.17% 8,341 $2M $254.63 $407K -25 -0.3%
22 JSML 1.15% 27,880 $2M $74.78 $394K +2,813 +11.2%
23 HONT 1.06% 15,709 $2M $122.00 $110K
24 JPM 0.98% 5,659 $2M $315.43 $109K -121 -2.1%
25 XMPT 0.92% 76,557 $2M $21.89 -$3K -3,442 -4.3%
26 SPYG 0.88% 15,263 $2M $104.51 $140K
27 PNC 0.87% 7,856 $2M $200.93 $19K -512 -6.1%
28 XOM 0.86% 13,838 $2M $112.75 $48K -190 -1.4%
29 VEA 0.79% 23,805 $1M $59.92 $69K
30 SPY 0.76% 2,069 $1M $666.18 $100K
31 ET 0.69% 73,225 $1M $17.16 -$71K
32 AMZN 0.65% 5,363 $1M $219.57 $965
33 VTI 0.61% 3,382 $1M $328.17 $91K +30 +0.9%
34 PPL 0.52% 25,148 $934K $37.16 $90K +220 +0.9%
35 MUB 0.47% 8,000 $852K $106.49 $16K
36 ADP 0.47% 2,901 $851K $293.50 -$43K
37 MCD 0.44% 2,655 $807K $303.89 $169K +471 +21.6%
38 EFA 0.43% 8,426 $787K $93.37 $34K
39 PG 0.43% 5,026 $772K $153.65 -$37K -55 -1.1%
40 GOOG 0.37% 2,777 $676K $243.55 $184K
41 DIA 0.37% 1,431 $664K $463.74 $33K
42 IWD 0.35% 3,113 $634K $203.59 $29K
43 PGR 0.33% 2,451 $605K $246.95 -$49K
44 CVX 0.33% 3,858 $599K $155.29 $44K -20 -0.5%
45 PM 0.33% 3,649 $592K $162.20 -$73K
46 WMT 0.30% 5,193 $535K $103.06 $27K
47 VUG 0.29% 1,101 $528K $479.61 $45K
48 JNJ 0.29% 2,801 $519K $185.42 $88K -20 -0.7%
49 AXP 0.29% 1,560 $518K $332.16 $21K
50 ABBV 0.28% 2,156 $499K $231.54 $90K -50 -2.3%
51 NEE 0.26% 6,199 $468K $75.49 $30K -105 -1.7%
52 VBR 0.26% 2,223 $464K $208.71 $30K
53 GRMN 0.25% 1,857 $457K $246.22 $70K
54 GS 0.24% 553 $440K $796.35 $49K
55 HD 0.24% 1,081 $438K $405.19 $41K -1 -0.1%
56 MO 0.23% 6,240 $412K $66.06 $46K
57 LMT 0.22% 805 $402K $499.21 $29K
58 GE 0.22% 1,297 $390K $300.82 $38K -72 -5.3%
59 NVDA 0.21% 2,074 $387K $186.58 $21K -242 -10.4%
60 VTV 0.21% 2,020 $377K $186.49 $20K
61 MA 0.21% 659 $375K $568.81 $5K
62 VWO 0.20% 6,815 $369K $54.18 $32K
63 MRK 0.20% 4,289 $360K $83.93 $20K
64 BLK 0.20% 308 $359K $1,165.87 $36K
65 RTX 0.20% 2,134 $357K $167.33 $45K
66 ETN 0.19% 918 $344K $374.25 $16K
67 EFV 0.18% 4,892 $332K $67.83 $41K +311 +6.8%
68 MPC 0.18% 1,704 $328K $192.74 $45K -3 -0.2%
69 META 0.18% 446 $328K $734.38 -$2K
70 LOW 0.18% 1,301 $327K $251.31 $38K -1 -0.1%
71 KO 0.18% 4,900 $325K $66.32 -$22K
72 MCRI 0.18% 3,000 $318K $105.84 $58K
73 COST 0.17% 334 $309K $925.63 -$21K
74 APD 0.17% 1,115 $304K $272.72 -$23K -44 -3.8%
75 SPSM 0.17% 6,518 $302K $46.32 $24K
76 MDLZ 0.16% 4,708 $294K $62.47 -$24K -5 -0.1%
77 CL 0.15% 3,514 $281K $79.94 -$39K
78 LNKB 0.15% 39,225 $280K $7.13 -$14K -1,000 -2.5%
79 V 0.15% 793 $271K $341.38 -$11K
80 T 0.15% 9,445 $267K $28.24 -$7K
81 AGG 0.14% 2,571 $258K $100.25 -$276 -30 -1.1%
82 WINN 0.14% 8,175 $255K $31.16 $17K
83 VZ 0.14% 5,646 $248K $43.95 -$5K -200 -3.4%
84 IWR 0.13% 2,476 $239K $96.55 $11K
85 IVV 0.13% 354 $237K $669.30 $17K
86 GT 0.13% 31,500 $236K $7.48 -$96K -500 -1.6%
87 DVY 0.13% 1,614 $229K $142.10 $15K
88 COP 0.13% 2,421 $229K $94.59 $7K -53 -2.1%
89 HON 0.13% 1,087 $229K $210.50 -$29K -19 -1.7%
90 BAC 0.13% 4,413 $228K $51.59 $18K -11 -0.2%
91 ORCL 0.12% 802 $226K $281.24 +802 NEW
92 VIOV 0.12% 2,359 $225K $95.22 $23K
93 BA 0.12% 1,038 $224K $215.83 $7K
94 AMGN 0.12% 776 $219K $282.20 $2K -1 -0.1%
95 JCI 0.12% 1,983 $218K $109.95 $9K
96 LLY 0.12% 281 $214K $763.00 -$36K -40 -12.5%
97 WEC 0.12% 1,852 $212K $114.59 -$5K -230 -11.1%
98 CAT 0.12% 443 $211K $477.15 +443 NEW
99 ITOT 0.11% 1,431 $208K $145.65 +1,431 NEW
100 EMR 0.11% 1,582 $208K $131.18 -$3K

New Positions

SymbolValue% Port
ORCL $226K 0.12%
CAT $211K 0.12%
ITOT $208K 0.11%

Sold Out Positions

SymbolValue% Port
MKC —%
CSCO —%
ADBE —%
NSANY —%
View SEC EDGAR Filings for FIDELITY D & D BANCORP INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms