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Portfolio (Quarterly) Guide ↗

Petix & Botte Co

· CIK 0001803255
13F Portfolio $449M AUM 272 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 38 Added 43 Reduced 7 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 4,317.0 $1.2M 0.28% +320.0 +8.0% $287.56 +38.0%
22 OMFL INVESCO EXCH TRD SLF IDX FD 16,902.0 $1.0M 0.23% +316.0 +1.9% $60.12 +11.3%
23 CAT CATERPILLAR INC Industrials 1,374.0 $973K 0.22% +62.0 +4.7% $708.46 +21.4%
24 HD HOME DEPOT INC Consumer Cyclical 2,377.0 $782K 0.17% +67.0 +2.9% $328.89 -8.8%
25 BERKSHIRE HATHAWAY INC DEL 1,618.0 $775K 0.17% +1K +164.8% $479.20
26 AMZN AMAZON COM INC Consumer Cyclical 2,896.0 $603K 0.13% +136.0 +4.9% $208.27 +24.5%
27 SLV ISHARES SILVER TR Financial Services 8,552.0 $583K 0.13% +3K +41.5% $68.14 -1.8%
28 AMD ADVANCED MICRO DEVICES INC Technology 2,679.0 $545K 0.12% +116.0 +4.5% $203.43 +103.5%
29 JPM JPMORGAN CHASE & CO Financial Services 1,696.0 $499K 0.11% +80.0 +5.0% $294.16 +2.2%
30 NFLX NETFLIX INC. Communication Services 4,693.0 $451K 0.10% +260.0 +5.9% $96.15 -6.8%
31 PG PROCTER & GAMBLE CO Consumer Defensive 3,024.0 $437K 0.10% +74.0 +2.5% $144.44 -1.4%
32 VGT VANGUARD WORLD FD 604.0 $422K 0.09% +6.0 +1.0% $698.82 -84.0%
33 INTC INTEL CORP Technology 8,727.0 $385K 0.09% +51.0 +0.6% $44.13 +145.1%
34 LEU CENTRUS ENERGY CORP Energy 2,178.0 $378K 0.08% +1K +159.9% $173.59 -0.4%
35 ORCL ORACLE CORP Technology 2,248.0 $331K 0.07% +54.0 +2.5% $147.11 +26.9%
36 FDN FIRST TR EXCHANGE-TRADED FD 1,284.0 $300K 0.07% +50.0 +4.0% $234.03 +14.3%
37 RTX RTX CORPORATION Industrials 1,230.0 $237K 0.05% +36.0 +3.0% $192.90 -8.8%
38 ABT ABBOTT LABORATORIES Healthcare 2,018.0 $207K 0.05% +110.0 +5.8% $102.62 -13.4%
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.8%
Technology 25.5%
Consumer Defensive 16.2%
Industrials 8.0%
Communication Services 7.3%
Consumer Cyclical 6.8%
Healthcare 4.1%
Utilities 3.5%
Energy 0.7%
Real Estate 0.4%