Fidelity D & D Bancorp Inc.
Annual return '25
+10.5%
SPY '25
+17.7%
Alpha
-7.2ptsvs SPY
Invested
$12.2B
Holdings
129
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 86%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
6.7%
02
$GOOG
ALPHABET INC
Q1 2026: Sold 97.3% (5.0k → 134 shares)
6.6%
03
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: New position (880 shares)
6.1%
04
$BN
BROOKFIELD CORP
Held since at least Q1 2024
4.4%
05
$DE
DEERE & CO
Q1 2026: New position (1.5k shares)
4.1%
06
$AMZN
AMAZON COM INC
Q1 2026: Sold 95.5% (8.9k → 400 shares)
3.5%
07
$ADI
ANALOG DEVICES INC
Q1 2026: New position (721 shares)
2.7%
08
$AAPL
APPLE INC
Q1 2026: Sold 92.2% (14.3k → 1.1k shares)
2.6%
09
$GS
GOLDMAN SACHS GROUP INC
Q4 2024: New position (650 shares)
2.5%
10
$V
VISA INC
Q1 2026: Increased +563.8% (1.3k → 8.4k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.