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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 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ITW ILLINOIS TOOL WKS INC Industrials 797.0 $216K 0.04% $270.47 +5.0%
142 WELL WELLTOWER INC Real Estate 932.0 $212K 0.04% NEW $226.97 +5.7%
143 SFM SPROUTS FMRS MKT INC Consumer Defensive 2,474.0 $209K 0.04% NEW $84.58 +1.8%
144 FSK FS KKR CAP CORP Financial Services 10,934.0 $115K 0.02% $10.50 +14.8%
Page 8 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%