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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 Q3 2025 · Filed November 13, 2025 · Accession 0001437749-25-034691

Total Value
$181.3M
Positions
166
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (166)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889423,774$18.1M10.00%
2Avantis US Large Cap Value ETF025072349175,027$12.6M6.98%
3INTERNATIONAL BUSINESS MACHINES CORPINTR39,892$11.3M6.21%
4INVESCO S&P 500 PURE VALUEIVZ91,188$9.1M5.00%
5ISHARES RUSSELL 1000 GROWTH ETF46428761417,958$8.4M4.64%
6AVANTIS EMERGING MARKETS VALUE ETF025072372133,213$7.6M4.21%
7SPDR INTERMEDIATE TERM CORPORATE BOND78464A375214,329$7.3M4.01%
8JOHN HANCOCK MORTGAGE-BACKED ETF47804J792298,348$6.6M3.64%
9INVESCO S&P 500 QUALITY ETFIVZ82,457$6.0M3.33%
10VANGUARD DIVIDEND APPRECIATION ETF92190884427,390$5.9M3.26%
11PIMCO COMMODITIES ACTIVE STRATEGY ETF72201R593191,109$5.2M2.89%
12FIDELITY D & D BANCORP INC.FDBC98,329$4.3M2.38%
13AVANTIS US SMALL CAP VALUE ETF02507287741,516$4.1M2.28%
14MICROSOFT CORPMSFT7,860$4.1M2.25%
15AVANTIS INTERNATIONAL SMALL CAP VALUE ETF02507280244,557$4.0M2.19%
16VANGUARD S&P SMALL-CAP 600 ETF92193282833,404$3.7M2.04%
17ISHARES 1-3 YEAR TREASURY BOND ETF46428745740,934$3.4M1.87%
18ISHARES 10-20 TREASURY ETF46428865332,342$3.3M1.84%
19VANECK ETF TRUST92189H30098,066$2.5M1.38%
20BROADCOM INCAVGO7,510$2.5M1.37%
21Janus Henderson Small Cap Growth Alpha ETF47103U10027,721$2.1M1.14%
22APPLE INC.AAPL8,075$2.1M1.13%
23HONAT BANCORP INC43811510715,709$1.9M1.06%
24JP MORGAN CHASE & COVYLD5,427$1.7M0.94%
25VANECK CEF MUNI INCOME ETF92189F46073,349$1.6M0.89%
26SPDR S&P 500 GROWTH ETF78464A40915,263$1.6M0.88%
27PNC FINANCIAL SERVICES GROUP INC.6934751057,750$1.6M0.86%
28EXXON MOBIL CORP COMXOM13,663$1.5M0.85%
29VANGUARD FTSE DEVELOPED ETF92194385823,805$1.4M0.79%
30ENERGY TRANSFER EQUITY LPET-PI73,225$1.3M0.69%
31AMAZON COM INC.AMZN5,094$1.1M0.62%
32VANGUARD TOTAL STOCK MARKET INDEX FUND9229087693,382$1.1M0.61%
33PPL CORP. COMPPLC24,967$927,7630.51%
34ISHARES 1-3 YEAR TREASURY BOND ETF46428745710,391$862,0370.48%
35ISHARES NATIONAL MUNI BOND ETF4642884148,000$851,9200.47%
36AUTOMATIC DATA PROCESSING INCADP2,901$851,4440.47%
37SPDR S&P 500 ETF TRUSTSPY1,232$820,7340.45%
38MCDONALDS CORPMCD2,655$806,8280.44%
39PROCTER & GAMBLE CO.7427181094,951$760,7210.42%
40SPDR DOW JONES INDUSTRIAL AVERAGE ETF78467X1091,431$663,6120.37%
41ALPHABET INC. CLASS CGOOG2,670$650,2790.36%
42ISHARES RUSSELL 1000 VALUE ETF4642875983,113$633,7760.35%
43ISHARES MSCI EAFE ETF4642874656,553$611,8540.34%
44PHILIP MORRIS INTL INC7181721093,552$576,1340.32%
45CHEVRON CORPORATIONCVX3,708$575,8150.32%
46SPDR S&P 500 ETF TRUSTSPY837$557,5930.31%
47PROGRESSIVE CORPORATION7433151032,223$548,9700.30%
48WAL MART STORES, INC.WMT5,193$535,1910.30%
49VANGUARD GROWTH ETF9229087361,101$528,0510.29%
50JOHNSON & JOHNSONJNJ2,601$482,2770.27%
51ABBVIE INCABBV2,006$464,4690.26%
52NEXTERA ENERGY INCNEE-PW6,051$456,7900.25%
53VANGUARD SMALL-CAP VALUE INDEX FUND9229086112,123$443,0910.24%
54GOLDMAN SACHS GROUP INCGSCE553$440,3820.24%
55GARMIN LTDGRMN1,711$421,2820.23%
56Avantis US Large Cap Value ETF0250723495,713$412,8210.23%
57HOME DEPOT INC.HD1,015$411,2680.23%
58ALTRIA GROUP INC.MO6,049$399,5970.22%
59NVIDIA CORPNVDA2,074$386,9670.21%
60AMERICAN EXPRESS COMPANYAXP1,160$385,3060.21%
61LOCKHEED MARTIN CORPORATIONLMT768$383,3930.21%
62GENERAL ELECTRIC CO.3696043011,254$377,2280.21%
63MASTERCARD INC CLASS AMA659$374,8460.21%
64VANGUARD FTSE EMERGING MARKETS ETF9220428586,815$369,2370.20%
65MERCK & CO. INCMRK4,289$359,9760.20%
66BLACKROCK INCBLK294$342,7660.19%
67RTX CORPORATIONRTX2,034$340,3490.19%
68MARATHON PETROLEUM CORPMARA1,704$328,4290.18%
69META PLATFORMS INCMETA446$327,5330.18%
70LOWES COMPANIES INC5486611071,301$326,9540.18%
71EATON CORPORATION PLCETN853$319,2350.18%
72MONARCH CASINO & RESORT INCMCRI3,000$317,5200.18%
73VANGUARD VALUE ETF9229087441,683$313,8670.17%
74COSTCO WHOLESALE CORP22160K105334$309,1600.17%
75SPDR S&P 600 Small Cap ETF78468R8536,518$301,9140.17%
76THE COCA COLA COMPANYKO4,500$298,4400.16%
77MONDELEZ INTERNATIONAL INC6092071054,558$284,7380.16%
78COLGATE-PALMOLIVE CO.CL3,514$280,9090.15%
79LINKBANCORP INC.LNKB39,225$279,6740.15%
80AT&T INC.T-PC9,218$260,3160.14%
81ISHARES CORE U.S. AGG BOND ETF.4642872262,571$257,7430.14%
82HARBOR LONG TERM GROWER ETF41151J4068,175$254,7330.14%
83AIR PRODUCTS & CHEMS INCAIIR915$249,5390.14%
84VERIZON COMMUNICATIONS, INC.VZ5,605$246,3400.14%
85VISA INC CLASS A SHARESV710$242,3800.13%
86ISHARES RUSSELL MID-CAP ETF4642874992,476$239,0580.13%
87ISHARES CORE S&P 500 ETF464287200354$236,9320.13%
88ISHARES MSCI EAFE VALUE ETF4642888773,487$236,5230.13%
89GOODYEAR TIRE & RUBBER CO38255010131,500$235,6200.13%
90SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X8895,388$230,5530.13%
91ISHARES SELECT DIVIDEND ETF4642871681,614$229,3490.13%
92HONEYWELL INTERNATIONAL INC4385161061,087$228,8140.13%
93BANK OF AMERICA CORPORATION0605051044,413$227,6670.13%
94ORACLE CORPORATIONORCL-PD802$225,5540.12%
95VANGUARD S&P SMALL-CAP 600 VALUE ETF9219327782,359$224,6240.12%
96BOEING CO.BA-PA1,038$224,0320.12%
97MICROSOFT CORPMSFT430$222,7190.12%
98CONOCOPHILLIPSCOP2,338$221,1510.12%
99AMGEN INC. COMMONAMGN776$218,9870.12%
100JOHNSON CONTROLS INTL PLCG515021051,983$218,0310.12%
101ELI LILLY & COLLY281$214,4030.12%
102CATERPILLAR INC.CAT443$211,3770.12%
103ISHARES CORE S&P TOTAL US STOCK MRKT ETF4642871501,431$208,4250.11%
104NBT BANCORP INCNBTB4,938$206,2110.11%
105TEXAS INSTRUMENTS INC8825081041,121$205,9610.11%
106PEOPLES FINANCIAL SVCS CORP7110401054,221$205,1830.11%
107KYNDRYL HOLDINGS INC.KD6,750$202,7030.11%
108WEC ENERGY GROUP INC.WEC1,722$197,3240.11%
109EMERSON ELECTRIC CO.EMR1,461$191,6540.11%
110AVANTIS EMERGING MARKETS VALUE ETF0250723723,326$190,8130.11%
111SPDR INTERMEDIATE TERM CORPORATE BOND78464A3755,497$186,2930.10%
112JOHN HANCOCK MORTGAGE-BACKED ETF47804J7928,369$185,2060.10%
113ISHARES MSCI EAFE ETF4642874651,873$174,8820.10%
114AMERICAN EXPRESS COMPANYAXP400$132,8640.07%
115PIMCO COMMODITIES ACTIVE STRATEGY ETF72201R5934,783$131,0540.07%
116FIDELITY D & D BANCORP INC.FDBC2,802$122,8120.07%
117ISHARES 10-20 TREASURY ETF464288653926$95,3690.05%
118ISHARES MSCI EAFE VALUE ETF4642888771,405$95,3010.05%
119AVANTIS INTERNATIONAL SMALL CAP VALUE ETF0250728021,012$90,0980.05%
120VANECK ETF TRUST92189H3003,078$78,5200.04%
121INVESCO S&P 500 QUALITY ETFIVZ1,030$75,4890.04%
122VANGUARD DIVIDEND APPRECIATION ETF921908844349$75,3110.04%
123JP MORGAN CHASE & COVYLD232$73,1800.04%
124VANECK CEF MUNI INCOME ETF92189F4603,208$70,2230.04%
125APPLE INC.AAPL266$67,7320.04%
126VANGUARD VALUE ETF922908744337$62,8430.03%
127ISHARES RUSSELL 1000 GROWTH ETF464287614128$59,9560.03%
128AMAZON COM INC.AMZN269$59,0640.03%
129PROGRESSIVE CORPORATION743315103228$56,3050.03%
130AIR PRODUCTS & CHEMS INCAIIR200$54,5440.03%
131INVESCO S&P 500 PURE VALUEIVZ532$52,8700.03%
132AVANTIS US SMALL CAP VALUE ETF025072877465$46,2810.03%
133JOHNSON & JOHNSONJNJ200$37,0840.02%
134GARMIN LTDGRMN146$35,9480.02%
135ABBVIE INCABBV150$34,7310.02%
136VISA INC CLASS A SHARESV83$28,3350.02%
137HOME DEPOT INC.HD66$26,7430.01%
138THE COCA COLA COMPANYKO400$26,5280.01%
139ALPHABET INC. CLASS CGOOG107$26,0600.01%
140EATON CORPORATION PLCETN65$24,3260.01%
141CHEVRON CORPORATIONCVX150$23,2940.01%
142VANGUARD S&P SMALL-CAP 600 ETF921932828203$22,4250.01%
143PNC FINANCIAL SERVICES GROUP INC.693475105106$21,2990.01%
144VANGUARD SMALL-CAP VALUE INDEX FUND922908611100$20,8710.01%
145EXXON MOBIL CORP COMXOM175$19,7310.01%
146LOCKHEED MARTIN CORPORATIONLMT37$18,4710.01%
147RTX CORPORATIONRTX100$16,7330.01%
148BLACKROCK INCBLK14$16,3220.01%
149EMERSON ELECTRIC CO.EMR121$15,8730.01%
150PHILIP MORRIS INTL INC71817210997$15,7330.01%
151WEC ENERGY GROUP INC.WEC130$14,8970.01%
152GENERAL ELECTRIC CO.36960430143$12,9350.01%
153ALTRIA GROUP INC.MO191$12,6170.01%
154Janus Henderson Small Cap Growth Alpha ETF47103U100159$11,8900.01%
155PROCTER & GAMBLE CO.74271810975$11,5240.01%
156NEXTERA ENERGY INCNEE-PW148$11,1730.01%
157MONDELEZ INTERNATIONAL INC609207105150$9,3710.01%
158INTERNATIONAL BUSINESS MACHINES CORPINTR30$8,4650.00%
159CONOCOPHILLIPSCOP83$7,8510.00%
160PPL CORP. COMPPLC181$6,7260.00%
161AT&T INC.T-PC227$6,4100.00%
162BP PRUDHOE BAY ROYALTY TRUSTBPPFF21,000$2,9300.00%
163VERIZON COMMUNICATIONS, INC.VZ41$1,8020.00%
164KYNDRYL HOLDINGS INC.KD11$3300.00%
165DARKPULSE INCDPLS425,000$1280.00%
166American Energy Partners INC02563X20135,000$110.00%