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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 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VO VANGUARD INDEX FDS 26,345.0 $2.1M 0.43% +20K +293.1% $80.57 +2.8%
42 VHT VANGUARD WORLD FD 6,582.0 $2.0M 0.40% -92.0 -1.4% $299.01 +9.5%
43 MSFT MICROSOFT CORP Technology 5,256.0 $2.0M 0.40% +150.0 +2.9% $373.09 +30.6%
44 VNQ VANGUARD INDEX FDS 19,940.0 $1.9M 0.39% -3K -13.0% $96.43 +2.8%
45 SRE SEMPRA Utilities 20,694.0 $1.9M 0.39% $92.71 -8.8%
46 IDV ISHARES TR 44,479.0 $1.8M 0.37% $41.43 +8.7%
47 ICLO INVESCO ACTIVELY MANAGED EXC 67,878.0 $1.7M 0.35% NEW $25.58 -0.0%
48 AMD ADVANCED MICRO DEVICES INC Technology 2,757.0 $1.6M 0.32% +78.0 +2.9% $580.91 -21.4%
49 GLDM WORLD GOLD TR Financial Services 20,092.0 $1.6M 0.32% -362.0 -1.8% $79.42 +15.9%
50 MGV VANGUARD WORLD FD 9,700.0 $1.6M 0.32% $163.45 +3.0%
51 NOBL PROSHARES TR 28,019.0 $1.6M 0.32% +14K +100.5% $56.16 +5.2%
52 GOOGL ALPHABET INC Communication Services 4,317.0 $1.5M 0.31% $357.37 -2.6%
53 CAT CATERPILLAR INC Industrials 1,376.0 $1.5M 0.29% $1064.90 -23.8%
54 IYW ISHARES TR 5,758.0 $1.5M 0.29% $252.25 -3.2%
55 AVGO BROADCOM INC Technology 3,729.0 $1.4M 0.28% $377.75 -5.0%
56 MCD MCDONALDS CORP Consumer Cyclical 5,018.0 $1.4M 0.27% $270.31 +0.8%
57 INTC INTEL CORP Technology 9,542.0 $1.3M 0.27% +815.0 +9.3% $139.63 -37.5%
58 IVW ISHARES TR 9,298.0 $1.3M 0.26% $137.53 +0.3%
59 IWM ISHARES TR 4,202.0 $1.3M 0.25% -1K -19.6% $300.45 -0.8%
60 VTV VANGUARD INDEX FDS 5,712.0 $1.2M 0.25% -834.0 -12.7% $217.95 +4.0%
Page 3 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%