HolderBook

Petix & Botte Co

Reported holdings as of Q2 2026, from 26 quarterly filings.

CIK
1803255
Reported value
$496.8M
Positions
144
Top 10 weight
45.1%
Filed
2026-08-04
Days after quarter end
35

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
SPDR SERIES TRUSTSPYM$59.7M679,58212.02%+1.35pp7q+8.6%+$4.7M
INVESCO ACTIVELY MANAGED EXCGTO$23.9M510,1244.81%-0.30pp7q+4.2%+$955.6K
ISHARES TRIEFA$22.0M227,4044.42%+0.12pp26q+6.7%+$1.4M
ISHARES TRIUSG$19.7M104,9823.97%-0.23pp26q-13.7%-$3.1M
SPDR SERIES TRUSTSPYG$18.4M154,6013.70%+0.77pp7q+14.9%+$2.4M
INVESCO EXCH TRADED FD TR IIQQQM$18.2M59,9243.65%+0.78pp7q+10.2%+$1.7M
INVESCO EXCH TRADED FD TR IIGOVI$17.9M657,9243.60%-0.33pp7q+1.8%+$307.6K
FIRST TR EXCHANGE-TRADED FDRDVY$15.7M193,7263.16%+0.40pp15q+6.8%+$999.5K
FIRST TR EXCHANGE-TRADED FDFTSM$14.6M244,0812.93%-0.01pp26q+10.4%+$1.4M
ISHARES TRIUSV$14.2M128,7892.86%-0.43pp26q-10.7%-$1.7M
INVESCO EXCH TRADED FD TR IIRWL$14.0M109,8362.82%+0.19pp7q+6.7%+$876.4K
FIRST TR EXCHANGE-TRADED FDFVD$13.8M285,9902.77%-0.63pp26q-11.9%-$1.9M
VANGUARD INDEX FDSVUG$10.9M126,9502.20%-0.02pp26q+455.6%+$9.0M
ISHARES TRIJH$10.9M141,4652.20%-0.14pp26q-8.9%-$1.1M
JANUS DETROIT STR TRJAAA$10.7M211,5362.15%-0.59pp7q-13.2%-$1.6M
FIRST TR EXCHANGE-TRADED FDLMBS$10.3M207,6212.08%-0.29pp26q-2.8%-$293.1K
INVESCO QQQ TRQQQ$10.2M13,8832.06%+0.26pp18q-0.8%-$81.0K
VANGUARD INDEX FDSVTI$10.1M27,2152.03%+0.15pp26q+3.4%+$328.6K
VANGUARD BD INDEX FDSBND$9.9M134,9211.99%-0.28pp26q-2.8%-$289.5K
FIRST TR EXCHANGE TRAD FD VIFTGC$8.6M316,4061.72%-0.39pp21q-4.4%-$395.0K
VANGUARD SCOTTSDALE FDSVCIT$8.2M99,6231.66%-0.30pp26q-6.0%-$527.6K
COSTCO WHOLESALE CORPORATIONCOST$7.5M7,9841.50%-0.27pp26qHELD
SPDR SERIES TRUSTCWB$7.4M68,6521.49%+0.04pp26q-3.4%-$263.1K
APPLE INCAAPL$6.8M23,4091.36%+0.04pp26qHELD
FIRST TR EXCHANGE-TRADED FDFTSL$6.4M143,2131.29%-0.07pp7q+5.4%+$326.1K
ISHARES TRFALN$6.4M234,6741.29%-0.18pp7q-4.8%-$321.3K
INVESCO EXCH TRADED FD TR IIPZA$4.9M206,2080.98%+0.01pp18q+9.4%+$417.0K
FIRST TR EXCHANGE-TRADED FDFV$4.1M54,4540.83%+0.16pp7q+8.4%+$319.0K
SSGA ACTIVE ETF TRSRLN$4.1M101,0870.82%-0.14pp26q-5.8%-$248.5K
VANGUARD INDEX FDSVB$4.0M13,2370.81%+0.03pp26q-0.9%-$37.3K
VANGUARD INDEX FDSVOE$3.8M19,0390.76%-0.14pp26q-12.5%-$535.5K
VANGUARD WHITEHALL FDSVYM$3.7M23,4100.74%-0.09pp26q-7.9%-$319.1K
ISHARES TRUSMV$3.4M34,8200.68%-0.05pp26q-1.4%-$47.3K
QUANTA SVCS INCPWR$3.0M4,2240.61%+0.10pp18qHELD
SELECT SECTOR SPDR TRXLE$3.0M56,4240.60%-0.29pp26q-14.1%-$490.7K
VANGUARD CHARLOTTE FDSBNDX$3.0M61,1790.60%-0.08pp26q-3.7%-$115.4K
VANGUARD SPECIALIZED FUNDSVIG$2.5M10,7640.51%+0.07pp26q+17.3%+$376.5K
QUALCOMM INCQCOM$2.4M13,1520.49%+0.11pp20qHELD
ISHARES TRIWF$2.4M19,3480.48%+0.02pp26q+299.9%+$1.8M
NVIDIA CORPORATIONNVDA$2.2M11,0790.45%+0.05pp13q+7.4%+$152.9K
VANGUARD INDEX FDSVO$2.1M26,3450.43%flat26q+293.2%+$1.6M
VANGUARD WORLD FDVHT$2.0M6,5820.40%-0.01pp26q-1.4%-$27.5K
MICROSOFT CORPMSFT$2.0M5,2560.39%-0.03pp26q+2.9%+$56.0K
VANGUARD INDEX FDSVNQ$1.9M19,9400.39%-0.07pp26q-13.0%-$287.4K
SEMPRASRE$1.9M20,6940.39%-0.06pp26qHELD
ISHARES TRIDV$1.8M44,4790.37%-0.05pp26qHELD
INVESCO ACTIVELY MANAGED EXCICLO$1.7M67,8780.35%-newNEW
ADVANCED MICRO DEVICES INCAMD$1.6M2,7570.32%+0.20pp13q+2.9%+$45.3K
WORLD GOLD TRGLDM$1.6M20,0920.32%-0.10pp16q-1.8%-$28.8K
VANGUARD WORLD FDMGV$1.6M9,7000.32%+0.01pp26qHELD
PROSHARES TRNOBL$1.6M28,0190.32%-0.01pp26q+100.5%+$788.5K
ALPHABET INCGOOGL$1.5M4,3170.31%+0.03pp22qHELD
CATERPILLAR INCCAT$1.5M1,3760.29%+0.08pp13qHELD
ISHARES TRIYW$1.5M5,7580.29%+0.06pp9qHELD
BROADCOM INCAVGO$1.4M3,7290.28%+0.03pp2qHELD
MCDONALDS CORPMCD$1.4M5,0180.27%-0.07pp26qHELD
INTEL CORPINTC$1.3M9,5420.27%+0.18pp6q+9.3%+$113.8K
ISHARES TRIVW$1.3M9,2980.26%+0.02pp26qHELD
ISHARES TRIWM$1.3M4,2020.25%-0.03pp26q-19.6%-$308.3K
VANGUARD INDEX FDSVTV$1.2M5,7120.25%-0.04pp26q-12.7%-$181.8K
INVESCO EXCH TRD SLF IDX FDOMFL$1.1M16,6420.23%flat13q-1.5%-$17.8K
VANGUARD INDEX FDSVBR$1.1M4,6080.23%-0.03pp26q-14.2%-$185.2K
ELI LILLY & COLLY$1.1M8900.21%+0.03pp13qHELD
SPDR GOLD TRGLD$1.0M2,8120.21%-0.06pp24qHELD
J P MORGAN EXCHANGE TRADED FJPST$1.0M20,2340.21%-0.02pp24qHELD
STATE STR SPDR S&P MIDCAP 40MDY$1.0M1,4500.21%+0.01pp26qHELD
AFLAC INCAFL$1.0M8,6200.20%-0.01pp11qHELD
VANGUARD INTL EQUITY INDEX FVWO$990.1K16,5880.20%flat26qHELD
ALPHABET INCGOOG$968.1K2,7400.19%+0.03pp13q+5.8%+$53.0K
ISHARES INCIEMG$902.6K10,8960.18%-0.03pp26q-21.5%-$246.8K
VANGUARD TAX-MANAGED FDSVEA$874.1K12,2680.18%flat26q-2.5%-$22.2K
VANGUARD INDEX FDSVXF$844.5K3,4300.17%+0.01pp26qHELD
HOME DEPOT INCHD$838.8K2,3790.17%-0.01pp23qHELD
TKO GROUP HOLDINGS INCTKO$823.0K4,0880.17%-0.02pp9qHELD
BANK OF AMER CORPBAC$820.9K14,4060.17%+0.01pp15qHELD
BERKSHIRE HATHAWAY INC DELBRKB$807.1K1,6130.16%-0.01pp5qHELD
ISHARES TRUSHY$746.8K20,1740.15%-0.02pp14qHELD
ISHARES TRHYG$700.7K8,7620.14%-0.01pp13q+0.6%+$4.5K
ASML HLDG NVASML$696.6K3500.14%+0.04pp2qHELD
AMAZON COM INCAMZN$690.2K2,8960.14%flat13qHELD
INVESCO ACTIVELY MANAGED EXCGSY$684.4K13,6460.14%-0.01pp24qHELD
TJX COS INC NEWTJX$675.4K4,4580.14%-0.02pp13qHELD
ISHARES TRSOXX$640.8K1,0000.13%+0.06pp2qHELD
VANGUARD INDEX FDSVV$631.9K1,8380.13%flat26qHELD
VANGUARD INDEX FDSVBK$625.3K1,7100.13%+0.01pp14qHELD
COCA COLA COKO$603.8K7,4300.12%flat2qHELD
META PLATFORMS INCMETA$597.1K1,0600.12%-0.01pp13qHELD
VANGUARD WORLD FDVGT$566.5K4,7390.11%+0.02pp7q+684.6%+$494.3K
JPMORGAN CHASE & COJPM$555.2K1,6960.11%flat9qHELD
INVESCO EXCH TRADED FD TR IIXMLV$512.7K7,7300.10%-0.01pp18qHELD
VANGUARD INDEX FDSVOT$500.5K1,6340.10%-0.02pp26q-20.6%-$129.9K
J P MORGAN EXCHANGE TRADED FJMST$500.1K9,8060.10%-newNEW
TERADYNE INCTER$483.8K1,0000.10%+0.03pp2qHELD
ABBVIE INCABBV$470.6K1,8700.09%flat26qHELD
ISHARES SILVER TRSLV$469.1K8,7740.09%-0.04pp4q+2.6%+$11.9K
ISHARES TRGOVT$462.9K20,3210.09%flat10q+13.4%+$54.7K
VANGUARD BD INDEX FDSBIV$452.0K5,8930.09%-0.02pp26q-5.3%-$25.4K
PROCTER & GAMBLE COPG$443.4K3,0240.09%-0.01pp14qHELD
WASTE MGMT INC DELWM$437.7K1,9640.09%-0.01pp13qHELD
STATE STR SPDR S&P 500 ETF TSPY$383.8K5140.08%flat15qHELD
STMICROELECTRONICS N VSTM$374.4K5,0000.08%-newNEW
ISHARES TRPFF$372.4K12,2170.07%-0.01pp26qHELD
JOHNSON & JOHNSONJNJ$369.8K1,4560.07%flat13qHELD
VANGUARD INTL EQUITY INDEX FVEU$366.2K4,3720.07%flat26qHELD
CISCO SYS INCCSCO$361.8K3,0800.07%+0.02pp3q+9.1%+$30.3K
FIRST TR EXCH TRD ALPHDX FDFDT$354.3K3,7420.07%flat9qHELD
AXSOME THERAPEUTICS INCAXSM$350.0K1,4300.07%+0.02pp3qHELD
FIRST TR EXCHANGE-TRADED FDFDN$348.9K1,3180.07%flat9q+2.6%+$9.0K
ISHARES TRMBB$346.7K3,6680.07%-0.02pp13q-13.9%-$56.0K
NETFLIX INCNFLX$337.9K4,7330.07%-0.03pp9q+0.9%+$2.9K
FIRST TR EXCHANGE-TRADED FDFTXL$336.8K1,1820.07%-newNEW
FIRST TR EXCHANGE TRADED FDAIRR$335.8K2,5200.07%flat2q-3.0%-$10.4K
ORACLE CORPORCL$329.4K2,2480.07%-0.01pp9qHELD
ISHARES TREFA$327.6K3,1540.07%flat14qHELD
ISHARES TRAGG$326.3K3,2960.07%-0.01pp13q-2.3%-$7.7K
ISHARES TREMB$324.4K3,3640.07%-0.01pp9q-0.9%-$3.1K
VANGUARD INTL EQUITY INDEX FVT$323.6K2,0620.07%flat9qHELD
FIRST TR EXCHANGE-TRADED FDFTGS$319.2K8,6260.06%flat5qHELD
PEPSICO INCPEP$317.6K2,3460.06%-0.02pp2qHELD
WELLS FARGO & COWFC$316.3K3,8280.06%flat9qHELD
ISHARES TRIJR$313.7K2,1150.06%flat13q-1.5%-$4.9K
DISNEY WALT CODIS$309.9K3,2200.06%-0.01pp26q-3.1%-$9.8K
VANGUARD SCOTTSDALE FDSVONV$305.3K2,8720.06%flat2q-3.5%-$11.1K
STRYKER CORPORATIONSYK$297.8K9460.06%-0.01pp9qHELD
ROCKWELL AUTOMATION INCROK$297.0K6000.06%+0.01pp4qHELD
FIRST TR EXCHANGE TRADED FDFXO$291.8K4,6720.06%flat9qHELD
FIRST TR EXCHANGE-TRADED FDFTCS$281.2K2,9940.06%-0.01pp13qHELD
TESLA INCTSLA$280.1K6660.06%flat5qHELD
VANGUARD WORLD FDVDE$276.8K1,8440.06%-0.02pp9qHELD
CENTRUS ENERGY CORPLEU$275.3K1,6400.06%-0.03pp4q-24.7%-$90.3K
FIRST TR EXCHANGE TRADED FDFXZ$271.5K3,4180.05%flat4qHELD
ISHARES TRIWB$269.5K6580.05%flat5qHELD
CAPITAL ONE FINL CORPCOF$264.4K1,3180.05%flat2qHELD
MICRON TECHNOLOGY INCMU$259.7K2250.05%-newNEW
DIMENSIONAL ETF TRUSTDFAC$255.0K5,7480.05%flat3qHELD
NORFOLK SOUTHN CORPNSC$251.7K8000.05%flat9qHELD
PUBLIC STORAGEPSA$241.9K7600.05%flat9qHELD
RTX CORPORATIONRTX$233.4K1,2300.05%-0.01pp4qHELD
CITIGROUP INCC$225.6K1,6120.05%-newNEW
MASTERCARD INCORPORATEDMA$223.9K4360.05%flat2qHELD
ILLINOIS TOOL WKS INCITW$215.6K7970.04%flat2qHELD
WELLTOWER INCWELL$211.5K9320.04%-newNEW
SPROUTS FMRS MKT INCSFM$209.2K2,4740.04%-newNEW
FS KKR CAP CORPFSK$114.8K10,9340.02%flat9qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Funds & ETFs 2.4%Retail & Consumer 2.3%Semiconductors & Electronics 1.9%Other sectors 7.1%Not classified 86.3%
 
SectorValueShare
Funds & ETFs$11.7M2.4%
Retail & Consumer$11.2M2.3%
Semiconductors & Electronics$9.6M1.9%
Other sectors$35.3M7.1%
Not classified$428.9M86.3%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$496.8M14483038145.1%35
Q1 2026$448.8M137113843743.7%30
Q4 2025$440.8M13334037643.3%36
Q3 2025$433.4M13672642142.5%52
Q2 2025$407.6M13072440242.3%39
Q1 2025$379.7M12542241242.5%43
Q4 2024$380.2M1231111451244.9%21
Q3 2024$375.6M12462624455.8%18
Q2 2024$353.0M1222868264755.0%44
Q1 2024$402.6M1414626692736.5%36
Q4 2023$339.7M12271539256.1%37
Q3 2023$317.1M11772718756.5%46
Q2 2023$322.2M11741760056.2%45
Q1 2023$148.4M7692431157.6%45
Q3 2022$131.4M6832216357.9%14
Q2 2022$135.8M6811665258.4%35
Q1 2022$324.3M11939773254.6%26
Q4 2021$157.2M8261753754.6%42
Q3 2021$295.2M11340730453.1%43
Q2 2021$143.4M7741629250.7%29
Q1 2021$135.4M7511729750.3%54
Q4 2020$133.6M8121739350.0%29
Q3 2020$125.4M827272850.6%30
Q2 2020$121.4M8316670250.5%38
Q1 2020$102.7M69018421251.9%29
Q4 2019$127.1M81000047.7%45

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.