Portfolio (Quarterly) Guide ↗

Petix & Botte Co

· CIK 0001803255

13F Portfolio $497M AUM 144 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 30 Added 38 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ABT	ABBOTT LABORATORIES	Healthcare	2,018	$207K	0.05%	SOLD

Sector Allocation

Technology 30.6%

Financial Services 27.6%

Consumer Defensive 13.7%

Industrials 9.0%

Consumer Cyclical 5.8%

Communication Services 5.5%

Healthcare 3.9%

Utilities 2.9%

Real Estate 0.7%

Energy 0.4%