account_balance

Investment manager · 13F filer · SEC CIK 1803255

Petix & Botte Co

Reported value$499Mas of Sep 30, 2026
Positions148 6 new, 2 sold out
Top 10 weight47.7%SPYM alone is 13%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 13.0% Added +7%
GTO Invesco Actively Managed Exc 5.2% Added +14%
IEFA iShares Tr 4.6% Added +5%
SPYG SPDR Series Trust 4.0% Added +5%
QQQM Invesco Exch Traded Fd Tr II 3.9% Added +7%
GOVI Invesco Exch Traded Fd Tr II 3.7% Added +12%
IUSG iShares Tr 3.7% Trimmed −9%
FTSM First Tr Exchange-Traded Fd 3.3% Added +14%
RDVY First Tr Exchange Traded Fd 3.2% Added +5%
RWL Invesco Exch Traded Fd Tr II 3.0% Added +6%
IUSV iShares Tr 2.6% Trimmed −10%
FVD First Tr Exchange-Traded Fd 2.5% Trimmed −8%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • SPCX $347K
  • MPC $277K
  • XLF $218K
  • CIBR $214K
arrow_upwardAdded
  • ICLO +139%
  • VTV +33%
  • GTO +14%
  • FTSM +14%
arrow_downwardTrimmed
  • BNDX −19%
  • JAAA −15%
  • VNQ −13%
  • IJH −13%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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