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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 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OMFL INVESCO EXCH TRD SLF IDX FD 16,642.0 $1.1M 0.23% -260.0 -1.5% $68.54 +3.3%
62 VBR VANGUARD INDEX FDS 4,608.0 $1.1M 0.23% -762.0 -14.2% $242.99 +2.2%
63 LLY ELI LILLY & CO Healthcare 890.0 $1.1M 0.21% $1199.43 +4.0%
64 GLD SPDR GOLD TR Financial Services 2,812.0 $1.0M 0.21% $368.38 +15.8%
65 J P MORGAN EXCHANGE TRADED F 20,234.0 $1.0M 0.21% $50.57
66 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,450.0 $1.0M 0.20% $703.34 -1.3%
67 AFL AFLAC INC Financial Services 8,620.0 $1.0M 0.20% $117.25 +0.8%
68 VWO VANGUARD INTL EQUITY INDEX F 16,588.0 $990K 0.20% $59.69 +0.5%
69 GOOG ALPHABET INC 2,740.0 $968K 0.20% +150.0 +5.8% $353.33
70 IEMG ISHARES INC 10,896.0 $903K 0.18% -3K -21.5% $82.84 -2.8%
71 VEA VANGUARD TAX-MANAGED FDS 12,268.0 $874K 0.18% -312.0 -2.5% $71.25 +2.5%
72 VXF VANGUARD INDEX FDS 3,430.0 $844K 0.17% $246.21 -1.1%
73 HD HOME DEPOT INC Consumer Cyclical 2,379.0 $839K 0.17% $352.58 -4.3%
74 TKO TKO GROUP HOLDINGS INC Communication Services 4,088.0 $823K 0.17% $201.31 -3.9%
75 BAC BANK OF AMER CORP Financial Services 14,406.0 $821K 0.17% $56.98 +9.4%
76 BERKSHIRE HATHAWAY INC DEL 1,613.0 $807K 0.16% $500.39
77 USHY ISHARES TR 20,174.0 $747K 0.15% $37.02 -0.4%
78 HYG ISHARES TR 8,762.0 $701K 0.14% +56.0 +0.6% $79.98 -0.3%
79 ASML ASML HLDG NV Technology 350.0 $697K 0.14% $1990.39 -12.6%
80 AMZN AMAZON COM INC Consumer Cyclical 2,896.0 $690K 0.14% $238.34 +10.0%
Page 4 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%