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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 6 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STM STMICROELECTRONICS N V Technology 5,000.0 $374K 0.07% NEW $74.89 -34.1%
102 PFF ISHARES TR 12,217.0 $372K 0.07% $30.49 +0.1%
103 JNJ JOHNSON & JOHNSON Healthcare 1,456.0 $370K 0.07% $253.97 +7.5%
104 VEU VANGUARD INTL EQUITY INDEX F 4,372.0 $366K 0.07% $83.76 +1.7%
105 CSCO CISCO SYS INC Technology 3,080.0 $362K 0.07% +258.0 +9.1% $117.46 -6.2%
106 FDT FIRST TR EXCH TRD ALPHDX FD 3,742.0 $354K 0.07% $94.68 +0.2%
107 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,430.0 $350K 0.07% $244.77 -16.1%
108 FDN FIRST TR EXCHANGE-TRADED FD 1,318.0 $349K 0.07% +34.0 +2.6% $264.72 +8.2%
109 MBB ISHARES TR 3,668.0 $347K 0.07% -592.0 -13.9% $94.52 -1.3%
110 NFLX NETFLIX INC. Communication Services 4,733.0 $338K 0.07% +40.0 +0.8% $71.40 +12.1%
111 FTXL FIRST TR EXCHANGE TRADED FD 1,182.0 $337K 0.07% NEW $284.95 -23.0%
112 AIRR FIRST TR EXCHANGE TRADED FD 2,520.0 $336K 0.07% -78.0 -3.0% $133.25 -15.7%
113 ORCL ORACLE CORP Technology 2,248.0 $329K 0.07% $146.55 -2.8%
114 EFA ISHARES TR 3,154.0 $328K 0.07% $103.88 +4.0%
115 AGG ISHARES TR 3,296.0 $326K 0.07% -78.0 -2.3% $99.00 -1.5%
116 EMB ISHARES TR 3,364.0 $324K 0.07% -32.0 -0.9% $96.44 -1.6%
117 VT VANGUARD INTL EQUITY INDEX F 2,062.0 $324K 0.07% $156.95 +2.0%
118 FTGS FIRST TR EXCHANGE-TRADED FD 8,626.0 $319K 0.06% $37.00 +6.6%
119 PEP PEPSICO INC Consumer Defensive 2,346.0 $318K 0.06% $135.40 +6.8%
120 WFC WELLS FARGO & CO Financial Services 3,828.0 $316K 0.06% $82.64 +2.5%
Page 6 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%