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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

FIDELITY D & D BANCORP INC

Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001437749-25-027043

Total Value
$163.2M
Positions
169
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (169)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889377,050$15.3M9.36%
2INTERNATIONAL BUSINESS MACHINES CORPINTR39,892$11.8M7.21%
3Avantis US Large Cap Value ETF025072349156,280$10.7M6.53%
4INVESCO S&P 500 PURE VALUEIVZ81,086$7.6M4.66%
5ISHARES RUSSELL 1000 GROWTH ETF46428761415,978$6.8M4.16%
6SPDR INTERMEDIATE TERM CORPORATE BOND78464A375197,849$6.6M4.07%
7AVANTIS EMERGING MARKETS VALUE ETF025072372115,940$6.2M3.80%
8JOHN HANCOCK MORTGAGE-BACKED ETF47804J792274,823$6.0M3.68%
9INVESCO S&P 500 QUALITY ETFIVZ74,441$5.3M3.25%
10FIDELITY D & D BANCORP INC.FDBC110,927$5.1M3.13%
11VANGUARD DIVIDEND APPRECIATION ETF92190884424,677$5.1M3.09%
12PIMCO COMMODITIES ACTIVE STRATEGY ETF72201R593162,089$4.2M2.57%
13MICROSOFT CORPMSFT7,954$4.0M2.42%
14AVANTIS US SMALL CAP VALUE ETF02507287737,116$3.4M2.07%
15ISHARES 1-3 YEAR TREASURY BOND ETF46428745737,671$3.1M1.91%
16AVANTIS INTERNATIONAL SMALL CAP VALUE ETF02507280239,142$3.1M1.90%
17VANGUARD S&P SMALL-CAP 600 ETF92193282829,981$3.0M1.86%
18ISHARES 10-20 TREASURY ETF46428865329,711$3.0M1.85%
19VANECK JPM EM LC BOND92189H30089,646$2.3M1.39%
20BROADCOM INCAVGO7,510$2.1M1.27%
21HONAT BANCORP INC43811510715,709$1.8M1.11%
22Janus Henderson Small Cap Growth Alpha ETF47103U10024,908$1.7M1.03%
23APPLE INC.AAPL8,100$1.7M1.02%
24VANECK CEF MUNI INCOME ETF92189F46076,791$1.6M0.99%
25JP MORGAN CHASE & COVYLD5,548$1.6M0.99%
26PNC FINANCIAL SERVICES GROUP INC.6934751058,262$1.5M0.94%
27EXXON MOBIL CORP COMXOM13,853$1.5M0.92%
28SPDR S&P 500 GROWTH ETF78464A40915,263$1.5M0.89%
29VANGUARD FTSE DEVELOPED ETF92194385823,805$1.4M0.83%
30ENERGY TRANSFER EQUITY LPET-PI73,225$1.3M0.81%
31AMAZON COM INC.AMZN5,094$1.1M0.68%
32VANGUARD TOTAL STOCK MARKET INDEX FUND9229087693,352$1.0M0.62%
33AUTOMATIC DATA PROCESSING INCADP2,901$894,6680.55%
34ISHARES 1-3 YEAR TREASURY BOND ETF46428745710,391$860,9980.53%
35PPL CORP. COMPPLC24,747$838,6660.51%
36ISHARES NATIONAL MUNI BOND ETF4642884148,000$835,8400.51%
37PROCTER & GAMBLE CO.7427181095,006$797,5560.49%
38SPDR S&P 500 ETF TRUSTSPY1,232$761,1910.47%
39PHILIP MORRIS INTL INC7181721093,552$646,9260.40%
40MCDONALDS CORPMCD2,184$638,0990.39%
41SPDR DOW JONES INDUSTRIAL AVERAGE ETF78467X1091,431$630,5700.39%
42ISHARES RUSSELL 1000 VALUE ETF4642875983,113$604,6380.37%
43PROGRESSIVE CORPORATION7433151032,223$593,2300.36%
44ISHARES MSCI EAFE ETF4642874656,553$585,7730.36%
45CHEVRON CORPORATIONCVX3,728$533,8120.33%
46SPDR S&P 500 ETF TRUSTSPY837$517,1400.32%
47WAL MART STORES, INC.WMT5,193$507,7720.31%
48VANGUARD GROWTH ETF9229087361,101$482,6780.30%
49ALPHABET INC. CLASS CGOOG2,670$473,6310.29%
50NEXTERA ENERGY INCNEE-PW6,156$427,3500.26%
51VANGUARD SMALL-CAP VALUE INDEX FUND9229086112,123$414,0060.25%
52JOHNSON & JOHNSONJNJ2,621$400,3580.25%
53GOLDMAN SACHS GROUP INCGSCE553$391,3860.24%
54Avantis US Large Cap Value ETF0250723495,713$389,6840.24%
55ABBVIE INCABBV2,056$381,6350.23%
56HOME DEPOT INC.HD1,016$372,5060.23%
57MASTERCARD INC CLASS AMA659$370,3180.23%
58AMERICAN EXPRESS COMPANYAXP1,160$370,0170.23%
59NVIDIA CORPNVDA2,316$365,9050.22%
60GARMIN LTDGRMN1,711$357,1200.22%
61LOCKHEED MARTIN CORPORATIONLMT768$355,6920.22%
62ALTRIA GROUP INC.MO6,049$354,6530.22%
63GENERAL ELECTRIC CO.3696043011,326$341,2990.21%
64MERCK & CO. INCMRK4,289$339,5170.21%
65VANGUARD FTSE EMERGING MARKETS ETF9220428586,815$337,0700.21%
66GOODYEAR TIRE & RUBBER CO38255010132,000$331,8400.20%
67COSTCO WHOLESALE CORP22160K105334$330,6400.20%
68META PLATFORMS INCMETA446$329,1880.20%
69COLGATE-PALMOLIVE CO.CL3,514$319,4230.20%
70THE COCA COLA COMPANYKO4,500$318,3750.20%
71BLACKROCK INCBLK294$308,4800.19%
72MONDELEZ INTERNATIONAL INC6092071054,563$307,7290.19%
73EATON CORPORATION PLCETN853$304,5120.19%
74VANGUARD VALUE ETF9229087441,683$297,4570.18%
75RTX CORPORATIONRTX2,034$297,0050.18%
76LINKBANCORP INC.LNKB40,225$294,0450.18%
77LOWES COMPANIES INC5486611071,302$288,8750.18%
78MARATHON PETROLEUM CORPMARA1,707$283,5500.17%
79KYNDRYL HOLDINGS INC.KD6,750$283,2300.17%
80SPDR S&P 600 Small Cap ETF78468R8536,518$277,6670.17%
81AIR PRODUCTS & CHEMS INCAIIR959$270,4960.17%
82AT&T INC.T-PC9,218$266,7690.16%
83MONARCH CASINO & RESORT INCMCRI3,000$259,3200.16%
84ISHARES CORE U.S. AGG BOND ETF.4642872262,601$258,0190.16%
85HONEYWELL INTERNATIONAL INC4385161061,106$257,5650.16%
86VISA INC CLASS A SHARESV710$252,0860.15%
87VERIZON COMMUNICATIONS, INC.VZ5,805$251,1820.15%
88ELI LILLY & COLLY321$250,2290.15%
89TEXAS INSTRUMENTS INC8825081041,167$242,2930.15%
90HARBOR LONG TERM GROWER ETF41151J4068,175$238,0970.15%
91ISHARES RUSSELL MID-CAP ETF4642874992,476$227,7180.14%
92MCCORMICK & CO INCMKC-V2,908$220,4850.14%
93ISHARES CORE S&P 500 ETF464287200354$219,7990.13%
94SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X8895,388$218,1600.13%
95BOEING CO.BA-PA1,038$217,4920.13%
96AMGEN INC. COMMONAMGN777$216,9460.13%
97CONOCOPHILLIPSCOP2,391$214,5680.13%
98ISHARES SELECT DIVIDEND ETF4642871681,614$214,3550.13%
99MICROSOFT CORPMSFT430$213,8860.13%
100PEOPLES FINANCIAL SVCS CORP7110401054,321$213,3280.13%
101JOHNSON CONTROLS INTERNATIG515021051,983$209,4440.13%
102BANK OF AMERICA CORPORATION0605051044,424$209,3440.13%
103NBT BANCORP INCNBTB4,938$205,1740.13%
104WEC ENERGY GROUP INC.WEC1,952$203,3980.12%
105VANGUARD S&P SMALL-CAP 600 VALUE ETF9219327782,359$201,8600.12%
106ISHARES MSCI EAFE VALUE ETF4642888773,176$201,6120.12%
107ADOBE SYSTEMS, INCADBE518$200,4040.12%
108EMERSON ELECTRIC CO.EMR1,461$194,7950.12%
109CISCO SYSTEMS INC.CSCO2,746$190,5170.12%
110SPDR INTERMEDIATE TERM CORPORATE BOND78464A3755,497$184,5890.11%
111JOHN HANCOCK MORTGAGE-BACKED ETF47804J7928,369$183,0100.11%
112AVANTIS EMERGING MARKETS VALUE ETF0250723723,326$178,0910.11%
113ISHARES MSCI EAFE ETF4642874651,873$167,4270.10%
114FIDELITY D & D BANCORP INC.FDBC2,802$128,8920.08%
115AMERICAN EXPRESS COMPANYAXP400$127,5920.08%
116PIMCO COMMODITIES ACTIVE STRATEGY ETF72201R5934,783$123,5450.08%
117ISHARES 10-20 TREASURY ETF464288653926$94,0820.06%
118ISHARES MSCI EAFE VALUE ETF4642888771,405$89,1890.05%
119VANECK JPM EM LC BOND92189H3003,078$78,0270.05%
120INVESCO S&P 500 QUALITY ETFIVZ1,030$73,3980.04%
121VANGUARD DIVIDEND APPRECIATION ETF921908844349$71,4300.04%
122VANECK CEF MUNI INCOME ETF92189F4603,208$67,3360.04%
123JP MORGAN CHASE & COVYLD232$67,2590.04%
124PROGRESSIVE CORPORATION743315103228$60,8440.04%
125AVANTIS INTERNATIONAL SMALL CAP VALUE ETF025072802762$60,4110.04%
126VANGUARD VALUE ETF922908744337$59,5570.04%
127AMAZON COM INC.AMZN269$59,0160.04%
128AIR PRODUCTS & CHEMS INCAIIR200$56,4120.03%
129APPLE INC.AAPL266$54,5750.03%
130ISHARES RUSSELL 1000 GROWTH ETF464287614128$54,3460.03%
131INVESCO S&P 500 PURE VALUEIVZ532$49,8800.03%
132NISSAN MOTOR CO LTDNODK10,000$48,4890.03%
133JOHNSON & JOHNSONJNJ200$30,5500.02%
134GARMIN LTDGRMN146$30,4730.02%
135VISA INC CLASS A SHARESV83$29,4690.02%
136THE COCA COLA COMPANYKO400$28,3000.02%
137ABBVIE INCABBV150$27,8430.02%
138HOME DEPOT INC.HD66$24,1980.01%
139EATON CORPORATION PLCETN65$23,2040.01%
140AVANTIS US SMALL CAP VALUE ETF025072877240$21,8640.01%
141CHEVRON CORPORATIONCVX150$21,4790.01%
142VANGUARD S&P SMALL-CAP 600 ETF921932828203$20,5500.01%
143PNC FINANCIAL SERVICES GROUP INC.693475105106$19,7610.01%
144VANGUARD SMALL-CAP VALUE INDEX FUND922908611100$19,5010.01%
145ALPHABET INC. CLASS CGOOG107$18,9810.01%
146EXXON MOBIL CORP COMXOM175$18,8650.01%
147PHILIP MORRIS INTL INC71817210997$17,6670.01%
148LOCKHEED MARTIN CORPORATIONLMT37$17,1360.01%
149EMERSON ELECTRIC CO.EMR121$16,1330.01%
150BLACKROCK INCBLK14$14,6900.01%
151RTX CORPORATIONRTX100$14,6020.01%
152WEC ENERGY GROUP INC.WEC130$13,5460.01%
153CISCO SYSTEMS INC.CSCO180$12,4880.01%
154PROCTER & GAMBLE CO.74271810975$11,9490.01%
155ALTRIA GROUP INC.MO191$11,1980.01%
156GENERAL ELECTRIC CO.36960430143$11,0680.01%
157Janus Henderson Small Cap Growth Alpha ETF47103U100159$10,7250.01%
158BP PRUDHOE BAY ROYALTY TRUSTBPPFF21,000$10,5420.01%
159NEXTERA ENERGY INCNEE-PW148$10,2740.01%
160MONDELEZ INTERNATIONAL INC609207105150$10,1160.01%
161INTERNATIONAL BUSINESS MACHINES CORPINTR30$8,8430.01%
162CONOCOPHILLIPSCOP83$7,4480.00%
163AT&T INC.T-PC227$6,5690.00%
164PPL CORP. COMPPLC181$6,1340.00%
165ADOBE SYSTEMS, INCADBE14$5,4160.00%
166VERIZON COMMUNICATIONS, INC.VZ41$1,7740.00%
167KYNDRYL HOLDINGS INC.KD11$4620.00%
168DARKPULSE INCDPLS425,000$1280.00%
169American Energy Partners INC02563X20135,000$180.00%