Santori & Peters, Inc.

CIK

1730959

Location

CANONSBURG, PA

Portfolio Value

Micro $5,226,616

Diversification

Highly concentrated

Filing Date

Global Rank

#3,947 / 8,586 ▲ 372

Top Industry

Railroads 67.5%

3Y Alpha vs SPY

+6.8%

Period ended 3 months ago

Filed May 7, 2026 · 40d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+111.6%

SPY

+78.1%

Annualised alpha

+7.2%

Max drawdown

−22.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

34 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

66.7%

+2.5 pts

Top 5

93.4%

+0.6 pts

Top 10

95.9%

−0.1 pts

HHI

5,000

Highly concentrated+234

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	90.6%	$204,531,144	4
Technology	2.3%	$5,226,616	5
Financial Services	1.4%	$3,134,966	7
Basic Materials	1.4%	$3,055,952	1
Unclassified	1.2%	$2,654,974	2
Healthcare	1.1%	$2,427,860	4
Consumer Cyclical	0.7%	$1,655,633	2
Communication Services	0.6%	$1,326,878	4
Energy	0.4%	$941,451	2
Consumer Defensive	0.2%	$431,483	2
Utilities	0.1%	$243,713	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	+811	4,153	$704,597
NVDA	Nvidia Corp	+464	4,222	$736,316
PFE	Pfizer Inc	+186	40,878	$1,147,854
SPY	Spdr S&P 500 ETF Trust	+152	3,510	$2,282,693
T	At&T Inc.	+59	13,654	$395,829
GE	General Electric Co	+50	2,877	$816,406
GEV	GE Vernova Inc.	+41	713	$622,377
MRK	Merck & Co., Inc.	+38	2,385	$286,891
HD	Home Depot, Inc.	+24	3,518	$1,157,035
SO	Southern Co	+18	2,525	$243,713
VZ	Verizon Communications Inc	+12	5,691	$285,688
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+10	1,535	$518,753
JPM	Jpmorgan Chase & Co	+9	3,710	$1,091,333
WAB	Westinghouse Air Brake Technologies Corp	+2	602,336	$150,529,789
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−259	3,728	$1,379,993
AMZN	Amazon Com Inc	−204	2,394	$498,598
AVGO	Broadcom Inc.	−89	676	$209,228
JNJ	Johnson & Johnson	−76	1,374	$335,860
AAPL	Apple Inc.	−57	9,387	$2,382,326
META	Meta Platforms, Inc.	−48	455	$260,319
BRK-B	Berkshire Hathaway Inc	−8	467	$223,786
QQQ	Invesco Qqq Trust, Series 1	−7	645	$372,281
PNC	Pnc Financial Services Group, Inc.	−6	3,015	$627,391
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MPC	Marathon Petroleum Corp	970	$236,854
KO	Coca Cola Co	2,840	$215,982
WMT	Walmart Inc.	1,734	$215,501
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $5,226,616 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	9,387	-57	$2,382,326	−7.2%	45.58%
MSFT	Microsoft Corp Technology	Reduced	3,728	-259	$1,379,993	−28.4%	26.40%
NVDA	Nvidia Corp Technology	Added	4,222	+464	$736,316	+5.1%	14.09%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,535	+10	$518,753	+11.9%	9.93%
AVGO	Broadcom Inc. Technology	Reduced	676	-89	$209,228	−21.0%	4.00%