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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 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC Industrials 1,374.0 $973K 0.22% +62.0 +4.7% $708.46 +21.4%
62 IEMG ISHARES INC 13,875.0 $968K 0.22% -1K -8.9% $69.76 +12.6%
63 AFL AFLAC INC Financial Services 8,620.0 $946K 0.21% -258.0 -2.9% $109.71 +7.9%
64 VWO VANGUARD INTL EQUITY INDEX F 16,585.0 $896K 0.20% -130.0 -0.8% $54.05 +7.1%
65 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,450.0 $894K 0.20% $616.76 +5.7%
66 TKO TKO GROUP HOLDINGS INC Communication Services 4,088.0 $824K 0.18% $201.65 -5.7%
67 LLY ELI LILLY & CO Healthcare 890.0 $819K 0.18% $919.77 +7.4%
68 VEA VANGUARD TAX-MANAGED FDS 12,580.0 $806K 0.18% -308.0 -2.4% $64.08 +7.7%
69 HD HOME DEPOT INC Consumer Cyclical 2,377.0 $782K 0.17% +67.0 +2.9% $328.89 -8.8%
70 BERKSHIRE HATHAWAY INC DEL 1,618.0 $775K 0.17% +1K +164.8% $479.20
71 USHY ISHARES TR 20,174.0 $743K 0.17% $36.84 -0.4%
72 GOOG ALPHABET INC Communication Services 2,590.0 $743K 0.17% -122.0 -4.5% $286.86 +37.0%
73 TJX TJX COS INC NEW Consumer Cyclical 4,458.0 $712K 0.16% $159.70 -5.9%
74 VXF VANGUARD INDEX FDS 3,430.0 $706K 0.16% $205.80 +8.0%
75 BAC BANK AMERICA CORP Financial Services 14,406.0 $702K 0.16% $48.75 +4.0%
76 HYG ISHARES TR 8,706.0 $693K 0.15% $79.56 -0.2%
77 GSY INVESCO ACTIVELY MANAGED EXC 13,646.0 $684K 0.15% -326.0 -2.3% $50.12 -0.1%
78 META META PLATFORMS INC Communication Services 1,060.0 $606K 0.14% -42.0 -3.8% $572.13 +6.8%
79 AMZN AMAZON COM INC Consumer Cyclical 2,896.0 $603K 0.13% +136.0 +4.9% $208.27 +24.5%
80 SLV ISHARES SILVER TR Financial Services 8,552.0 $583K 0.13% +3K +41.5% $68.14 -1.8%
Page 4 of 7  ·  137 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%