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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 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JNJ JOHNSON & JOHNSON Healthcare 1,456.0 $356K 0.08% -334.0 -18.7% $244.44 -6.3%
102 AGG ISHARES TR 3,374.0 $335K 0.07% -256.0 -7.0% $99.29 -1.7%
103 SPY STATE STR SPDR S&P 500 ETF T Financial Services 514.0 $334K 0.07% $650.34 +12.8%
104 ORCL ORACLE CORP Technology 2,248.0 $331K 0.07% +54.0 +2.5% $147.11 +26.9%
105 SOXX ISHARES TR 1,000.0 $329K 0.07% NEW $328.66 +51.1%
106 VEU VANGUARD INTL EQUITY INDEX F 4,366.0 $328K 0.07% $75.11 +7.5%
107 FDT FIRST TR EXCH TRD ALPHDX FD 3,742.0 $325K 0.07% -230.0 -5.8% $86.93 +9.1%
108 DIS DISNEY WALT CO Communication Services 3,322.0 $320K 0.07% -1K -25.2% $96.38 +7.9%
109 VDE VANGUARD WORLD FD 1,844.0 $319K 0.07% $173.04 +0.1%
110 EMB ISHARES TR 3,396.0 $319K 0.07% -386.0 -10.2% $93.93 +0.3%
111 SYK STRYKER CORPORATION Healthcare 946.0 $311K 0.07% $328.59 -4.7%
112 EFA ISHARES TR 3,154.0 $306K 0.07% $97.13 +4.9%
113 WFC WELLS FARGO & CO Financial Services 3,828.0 $305K 0.07% $79.61 -6.6%
114 FDN FIRST TR EXCHANGE-TRADED FD 1,284.0 $300K 0.07% +50.0 +4.0% $234.03 +14.3%
115 TER TERADYNE INC Technology 1,000.0 $296K 0.07% NEW $296.46 +8.3%
116 FTGS FIRST TR EXCHANGE-TRADED FD 8,626.0 $294K 0.07% $34.05 +5.8%
117 AIRR FIRST TR EXCHANGE TRADED FD 2,598.0 $288K 0.06% NEW $110.78 +10.6%
118 VT VANGUARD INTL EQUITY INDEX F 2,062.0 $285K 0.06% $138.32 +10.3%
119 VONV VANGUARD SCOTTSDALE FDS 2,976.0 $279K 0.06% NEW $93.74 +8.4%
120 FTCS FIRST TR EXCHANGE-TRADED FD 2,994.0 $278K 0.06% $92.76 +0.9%
Page 6 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%