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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
Page 2 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VCIT VANGUARD SCOTTSDALE FDS 99,623.0 $8.2M 1.66% -6K -6.0% $82.65 -1.8%
22 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 7,984.0 $7.5M 1.50% $935.53 +3.8%
23 CWB SPDR SERIES TRUST 68,652.0 $7.4M 1.49% -2K -3.4% $107.82 -4.8%
24 AAPL APPLE INC Technology 23,409.0 $6.8M 1.36% $289.37 +7.2%
25 FTSL FIRST TR EXCHANGE-TRADED FD 143,213.0 $6.4M 1.29% +7K +5.4% $44.75 +0.0%
26 FALN ISHARES TR 234,674.0 $6.4M 1.29% -12K -4.8% $27.24 -0.8%
27 PZA INVESCO EXCH TRADED FD TR II 206,208.0 $4.9M 0.98% +18K +9.4% $23.52 -3.3%
28 FV FIRST TR EXCHANGE TRADED FD 54,454.0 $4.1M 0.83% +4K +8.4% $75.88 -3.5%
29 SRLN SSGA ACTIVE ETF TR 101,087.0 $4.1M 0.82% -6K -5.8% $40.29 +0.9%
30 VB VANGUARD INDEX FDS 13,237.0 $4.0M 0.81% -123.0 -0.9% $303.08 -0.1%
31 VOE VANGUARD INDEX FDS 19,039.0 $3.8M 0.76% -3K -12.5% $197.61 +6.0%
32 VYM VANGUARD WHITEHALL FDS 23,410.0 $3.7M 0.74% -2K -7.9% $158.03 +4.5%
33 USMV ISHARES TR 34,820.0 $3.4M 0.68% -490.0 -1.4% $96.46 +5.3%
34 PWR QUANTA SVCS INC Industrials 4,224.0 $3.0M 0.61% $720.04 -14.3%
35 XLE SELECT SECTOR SPDR TR 56,424.0 $3.0M 0.60% -9K -14.1% $53.11 +18.8%
36 BNDX VANGUARD CHARLOTTE FDS 61,179.0 $3.0M 0.60% -2K -3.8% $48.43 -1.5%
37 VIG VANGUARD SPECIALIZED FUNDS 10,764.0 $2.5M 0.51% +2K +17.3% $236.63 +3.4%
38 QCOM QUALCOMM INC Technology 13,152.0 $2.4M 0.49% $184.78 -14.2%
39 IWF ISHARES TR 19,348.0 $2.4M 0.48% +15K +299.9% $124.18 -2.5%
40 NVDA NVIDIA CORPORATION Technology 11,079.0 $2.2M 0.45% +764.0 +7.4% $200.08 +4.2%
Page 2 of 8  ·  144 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
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%