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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 Chg Shares Chg % Period Price ① Since Period ①
1 ICLO INVESCO ACTIVELY MANAGED EXC 67,878.0 $1.7M 0.35% NEW $25.58 -0.0%
2 JMST J P MORGAN EXCHANGE TRADED F 9,806.0 $500K 0.10% NEW $51.00 -0.1%
3 STM STMICROELECTRONICS N V Technology 5,000.0 $374K 0.07% NEW $74.89 -34.1%
4 FTXL FIRST TR EXCHANGE TRADED FD 1,182.0 $337K 0.07% NEW $284.95 -23.0%
5 MU MICRON TECHNOLOGY INC Technology 225.0 $260K 0.05% NEW $1154.29 -21.1%
6 C CITIGROUP INC Financial Services 1,612.0 $226K 0.04% NEW $139.96 -5.9%
7 WELL WELLTOWER INC Real Estate 932.0 $212K 0.04% NEW $226.97 +5.7%
8 SFM SPROUTS FMRS MKT INC Consumer Defensive 2,474.0 $209K 0.04% NEW $84.58 +1.8%

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
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%