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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 Q4 2025 · Filed February 9, 2026 · Accession 0001437749-26-003460

Total Value
$231.5M
Positions
167
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (167)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO S&P 500 PURE VALUEIVZ176,420$18.2M7.88%
2SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889402,236$17.9M7.71%
3Avantis US Large Cap Value ETF025072349187,956$14.2M6.15%
4GMO INTERNATIONAL VALUE ETF90139K407415,638$14.0M6.03%
5INTERNATIONAL BUSINESS MACHINES CORPINTR39,892$11.8M5.10%
6VANGUARD DIVIDEND APPRECIATION ETF92190884446,397$10.2M4.40%
7AVANTIS EMERGING MARKETS VALUE ETF025072372154,586$9.0M3.89%
8ISHARES RUSSELL 1000 GROWTH ETF46428761418,194$8.6M3.72%
9AVANTIS INTERNATIONAL SMALL CAP VALUE ETF02507280290,792$8.5M3.68%
10JOHN HANCOCK MORTGAGE-BACKED ETF47804J792376,726$8.3M3.61%
11JP MORGAN INTERNATIONAL GROWTH ETF46641Q32491,220$6.7M2.89%
12SPDR INTERMEDIATE TERM CORPORATE BOND78464A375195,545$6.6M2.86%
13PIMCO COMMODITIES ACTIVE STRATEGY ETF72201R593223,288$6.2M2.66%
14INVESCO S&P 500 QUALITY ETFIVZ78,642$5.9M2.55%
15AVANTIS US SMALL CAP VALUE ETF02507287753,121$5.4M2.34%
16ISHARES 1-3 YEAR TREASURY BOND ETF46428745753,131$4.4M1.90%
17FIDELITY D & D BANCORP INC.FDBC98,304$4.3M1.85%
18ISHARES 10-20 TREASURY ETF46428865341,537$4.2M1.82%
19VANGUARD S&P SMALL-CAP 600 ETF92193282835,922$4.0M1.72%
20MICROSOFT CORPMSFT7,404$3.6M1.55%
21Janus Henderson Small Cap Growth Alpha ETF47103U10041,622$3.1M1.32%
22VANECK ETF TRUST92189H300113,825$2.9M1.27%
23BROADCOM INCAVGO7,510$2.6M1.12%
24HONAT BANCORP INC43811510715,709$2.0M0.87%
25APPLE INC.AAPL7,148$1.9M0.84%
26VANECK CEF MUNI INCOME ETF92189F46082,224$1.8M0.78%
27JP MORGAN CHASE & COVYLD5,198$1.7M0.72%
28SPDR S&P 500 GROWTH ETF78464A40915,263$1.6M0.70%
29Alpha Architect US Equity 2 ETF02072Q35832,817$1.6M0.70%
30PNC FINANCIAL SERVICES GROUP INC.6934751057,696$1.6M0.69%
31EXXON MOBIL CORP COMXOM13,219$1.6M0.69%
32VANGUARD FTSE DEVELOPED ETF92194385823,794$1.5M0.64%
33ENERGY TRANSFER EQUITY LPET-PI73,225$1.2M0.52%
34AMAZON COM INC.AMZN4,471$1.0M0.45%
35VANGUARD TOTAL STOCK MARKET INDEX FUND9229087693,020$1.0M0.44%
36ISHARES 1-3 YEAR TREASURY BOND ETF46428745710,700$886,1740.38%
37PPL CORP. COMPPLC24,667$863,8280.37%
38ISHARES NATIONAL MUNI BOND ETF4642884148,000$856,8800.37%
39SPDR S&P 500 ETF TRUSTSPY1,232$840,1250.36%
40ALPHABET INC. CLASS CGOOG2,508$787,0100.34%
41MCDONALDS CORPMCD2,534$774,4660.33%
42SPDR DOW JONES INDUSTRIAL AVERAGE ETF78467X1091,431$687,6960.30%
43AUTOMATIC DATA PROCESSING INCADP2,669$686,5470.30%
44PROCTER & GAMBLE CO.7427181094,587$657,3630.28%
45ISHARES RUSSELL 1000 VALUE ETF4642875983,113$654,7880.28%
46ISHARES MSCI EAFE ETF4642874656,371$611,8070.26%
47WAL MART STORES, INC.WMT5,043$561,8410.24%
48VANGUARD GROWTH ETF9229087361,088$530,7920.23%
49JOHNSON & JOHNSONJNJ2,551$527,9290.23%
50CHEVRON CORPORATIONCVX3,425$522,0040.23%
51SPDR S&P 500 ETF TRUSTSPY750$511,4400.22%
52PROGRESSIVE CORPORATION7433151032,120$482,7660.21%
53GOLDMAN SACHS GROUP INCGSCE543$477,2970.21%
54PHILIP MORRIS INTL INC7181721092,969$476,2280.21%
55VANGUARD SMALL-CAP VALUE INDEX FUND9229086112,166$458,7370.20%
56ABBVIE INCABBV1,900$434,1310.19%
57NEXTERA ENERGY INCNEE-PW5,391$432,7890.19%
58Avantis US Large Cap Value ETF0250723495,678$430,2220.19%
59GMO INTERNATIONAL VALUE ETF90139K40712,299$413,0000.18%
60MERCK & CO. INCMRK3,903$410,8300.18%
61AMERICAN EXPRESS COMPANYAXP1,048$387,7080.17%
62NVIDIA CORPNVDA2,074$386,8010.17%
63GENERAL ELECTRIC CO.3696043011,235$380,4170.16%
64RTX CORPORATIONRTX2,034$373,0360.16%
65VANGUARD FTSE EMERGING MARKETS ETF9220428586,815$366,3740.16%
66MASTERCARD INC CLASS AMA614$350,5200.15%
67VANGUARD VALUE ETF9229087441,822$347,9880.15%
68LOCKHEED MARTIN CORPORATIONLMT710$343,4060.15%
69INVESCO S&P 500 PURE VALUEIVZ3,111$321,5530.14%
70GARMIN LTDGRMN1,578$320,0970.14%
71LINKBANCORP INC.LNKB38,725$319,8690.14%
72HOME DEPOT INC.HD928$319,3250.14%
73LOWES COMPANIES INC5486611071,317$317,6080.14%
74JP MORGAN INTERNATIONAL GROWTH ETF46641Q3244,194$307,5800.13%
75SPDR S&P 600 Small Cap ETF78468R8536,518$305,4330.13%
76ALTRIA GROUP INC.MO5,232$301,6770.13%
77BLACKROCK INCBLK276$295,4140.13%
78MONARCH CASINO & RESORT INCMCRI3,000$287,1000.12%
79ELI LILLY & COLLY265$284,7900.12%
80GOODYEAR TIRE & RUBBER CO38255010131,500$275,9400.12%
81META PLATFORMS INCMETA405$267,3360.12%
82THE COCA COLA COMPANYKO3,802$265,7980.11%
83COSTCO WHOLESALE CORP22160K105307$264,7380.11%
84ISHARES CORE U.S. AGG BOND ETF.4642872262,571$256,7910.11%
85EATON CORPORATION PLCETN805$256,4010.11%
86HARBOR LONG TERM GROWER ETF41151J4068,175$254,2780.11%
87ORACLE CORPORATIONORCL-PD1,302$253,7730.11%
88MARATHON PETROLEUM CORPMARA1,552$252,4020.11%
89COLGATE-PALMOLIVE CO.CL3,077$243,1450.11%
90ISHARES CORE S&P 500 ETF464287200354$242,4690.10%
91ISHARES RUSSELL MID-CAP ETF4642874992,476$238,3650.10%
92JOHNSON CONTROLS INTL PLCG515021051,983$237,4640.10%
93AIR PRODUCTS & CHEMS INCAIIR935$230,9640.10%
94VANGUARD S&P SMALL-CAP 600 VALUE ETF9219327782,359$230,6160.10%
95VERIZON COMMUNICATIONS, INC.VZ5,605$228,2920.10%
96ISHARES MSCI EAFE VALUE ETF4642888773,176$226,7980.10%
97BOEING CO.BA-PA1,038$225,3710.10%
98JOHN HANCOCK MORTGAGE-BACKED ETF47804J79210,144$224,7910.10%
99ISHARES SELECT DIVIDEND ETF4642871681,589$224,2710.10%
100CATERPILLAR INC.CAT391$223,9920.10%
101VISA INC CLASS A SHARESV635$222,7010.10%
102BANK OF AMERICA CORPORATION0605051044,026$221,4300.10%
103CISCO SYSTEMS INC.CSCO2,871$221,1530.10%
104VANGUARD DIVIDEND APPRECIATION ETF921908844996$218,8230.09%
105AT&T INC.T-PC8,700$216,1080.09%
106ISHARES CORE S&P TOTAL US STOCK MRKT ETF4642871501,445$214,8570.09%
107MONDELEZ INTERNATIONAL INC6092071053,987$214,6200.09%
108SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X8894,805$213,3900.09%
109AVANTIS INTERNATIONAL SMALL CAP VALUE ETF0250728022,243$210,7750.09%
110HONEYWELL INTERNATIONAL INC4385161061,071$208,9410.09%
111MICROSOFT CORPMSFT430$207,9570.09%
112PEOPLES FINANCIAL SVCS CORP7110401054,221$205,6050.09%
113AMGEN INC. COMMONAMGN628$205,5510.09%
114NBT BANCORP INCNBTB4,938$205,0260.09%
115ALPHABET INC. CLASS AGOOG640$200,3200.09%
116GE VERNOVA INCGEV305$199,5020.09%
117CONOCOPHILLIPSCOP2,075$194,2410.08%
118AVANTIS EMERGING MARKETS VALUE ETF0250723723,241$188,9830.08%
119ISHARES MSCI EAFE ETF4642874651,873$179,8640.08%
120SPDR INTERMEDIATE TERM CORPORATE BOND78464A3754,594$155,3230.07%
121AMERICAN EXPRESS COMPANYAXP400$147,9800.06%
122PIMCO COMMODITIES ACTIVE STRATEGY ETF72201R5934,852$133,8670.06%
123ISHARES 10-20 TREASURY ETF4642886531,160$117,9370.05%
124ISHARES MSCI EAFE VALUE ETF4642888771,405$100,3310.04%
125VANECK ETF TRUST92189H3003,275$84,5610.04%
126JP MORGAN CHASE & COVYLD232$74,7550.03%
127APPLE INC.AAPL266$72,3150.03%
128INVESCO S&P 500 QUALITY ETFIVZ958$71,8980.03%
129VANECK CEF MUNI INCOME ETF92189F4603,219$70,4320.03%
130VANGUARD VALUE ETF922908744337$64,3590.03%
131AMAZON COM INC.AMZN269$62,0910.03%
132ISHARES RUSSELL 1000 GROWTH ETF464287614111$52,5360.02%
133PROGRESSIVE CORPORATION743315103228$51,9200.02%
134AVANTIS US SMALL CAP VALUE ETF025072877508$51,8060.02%
135AIR PRODUCTS & CHEMS INCAIIR200$49,4040.02%
136JOHNSON & JOHNSONJNJ200$41,3900.02%
137ABBVIE INCABBV150$34,2740.01%
138ALPHABET INC. CLASS CGOOG107$33,5770.01%
139GARMIN LTDGRMN146$29,6160.01%
140VISA INC CLASS A SHARESV83$29,1090.01%
141THE COCA COLA COMPANYKO400$27,9640.01%
142CHEVRON CORPORATIONCVX150$22,8620.01%
143HOME DEPOT INC.HD66$22,7110.01%
144PNC FINANCIAL SERVICES GROUP INC.693475105106$22,1250.01%
145VANGUARD S&P SMALL-CAP 600 ETF921932828192$21,3040.01%
146VANGUARD SMALL-CAP VALUE INDEX FUND922908611100$21,1790.01%
147EXXON MOBIL CORP COMXOM175$21,0600.01%
148EATON CORPORATION PLCETN65$20,7030.01%
149RTX CORPORATIONRTX100$18,3400.01%
150LOCKHEED MARTIN CORPORATIONLMT37$17,8960.01%
151Janus Henderson Small Cap Growth Alpha ETF47103U100216$15,8900.01%
152PHILIP MORRIS INTL INC71817210997$15,5590.01%
153BLACKROCK INCBLK14$14,9850.01%
154CISCO SYSTEMS INC.CSCO180$13,8650.01%
155GENERAL ELECTRIC CO.36960430143$13,2450.01%
156NEXTERA ENERGY INCNEE-PW148$11,8810.01%
157ALTRIA GROUP INC.MO191$11,0130.00%
158PROCTER & GAMBLE CO.74271810975$10,7480.00%
159INTERNATIONAL BUSINESS MACHINES CORPINTR30$8,8860.00%
160MONDELEZ INTERNATIONAL INC609207105150$8,0750.00%
161CONOCOPHILLIPSCOP83$7,7700.00%
162GE VERNOVA INCGEV11$7,0260.00%
163PPL CORP. COMPPLC181$6,3390.00%
164AT&T INC.T-PC227$5,6390.00%
165VERIZON COMMUNICATIONS, INC.VZ41$1,6700.00%
166American Energy Partners INC02563X20135,000$00.00%
167BP PRUDHOE BAY ROYALTY TRUSTBPPFF21,000$00.00%