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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 7 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IJR ISHARES TR 2,115.0 $314K 0.06% -33.0 -1.5% $148.31 -1.0%
122 DIS DISNEY WALT CO Communication Services 3,220.0 $310K 0.06% -102.0 -3.1% $96.25 +14.9%
123 VONV VANGUARD SCOTTSDALE FDS 2,872.0 $305K 0.06% -104.0 -3.5% $106.31 +6.6%
124 SYK STRYKER CORPORATION Healthcare 946.0 $298K 0.06% $314.84 +4.1%
125 ROK ROCKWELL AUTOMATION INC Industrials 600.0 $297K 0.06% $495.08 -13.2%
126 FXO FIRST TR EXCHANGE-TRADED FD 4,672.0 $292K 0.06% $62.46 +6.1%
127 FTCS FIRST TR EXCHANGE-TRADED FD 2,994.0 $281K 0.06% $93.92 +8.9%
128 TSLA TESLA INC Consumer Cyclical 666.0 $280K 0.06% $420.60 -17.0%
129 VDE VANGUARD WORLD FD 1,844.0 $277K 0.06% $150.13 +18.5%
130 LEU CENTRUS ENERGY CORP Energy 1,640.0 $275K 0.06% -538.0 -24.7% $167.87 +5.5%
131 FXZ FIRST TR EXCHANGE-TRADED FD 3,418.0 $272K 0.06% $79.44 +9.1%
132 IWB ISHARES TR 658.0 $269K 0.05% $409.50 +2.2%
133 COF CAPITAL ONE FINL CORP Financial Services 1,318.0 $264K 0.05% $200.62 +7.8%
134 MU MICRON TECHNOLOGY INC Technology 225.0 $260K 0.05% NEW $1154.29 -21.1%
135 DFAC DIMENSIONAL ETF TRUST 5,748.0 $255K 0.05% $44.36 +2.5%
136 NSC NORFOLK SOUTHN CORP Industrials 800.0 $252K 0.05% $314.59 +12.2%
137 PSA PUBLIC STORAGE Real Estate 760.0 $242K 0.05% $318.31 +2.1%
138 RTX RTX CORPORATION Industrials 1,230.0 $233K 0.05% $189.73 +10.3%
139 C CITIGROUP INC Financial Services 1,612.0 $226K 0.04% NEW $139.96 -5.9%
140 MA MASTERCARD INCORPORATED Financial Services 436.0 $224K 0.04% $513.60 +16.8%
Page 7 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%