Petix & Botte Co
Filing Date
Global Rank
#6,296
/ 8,232
▲ 264
Top Industry
Discount Stores
17.8%
3Y Alpha vs SPY
+1.7%
Period ended 2 months ago
Filed Apr 30, 2026 · 44d
24 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+85.7%
SPY
+76.5%
Annualised alpha
+2.1%
Max drawdown
−19.0%
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
55 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.0%
−1.1 pts
Top 5
45.5%
−3.0 pts
Top 10
60.8%
−3.5 pts
HHI
612
Diversified−57
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.5% | $14,702,174 |
| Unclassified | 22.5% | $12,993,641 |
| Consumer Defensive | 16.1% | $9,321,641 |
| Industrials | 8.0% | $4,633,435 |
| Consumer Cyclical | 6.8% | $3,903,990 |
| Financial Services | 6.6% | $3,796,577 |
| Communication Services | 6.0% | $3,443,602 |
| Healthcare | 4.1% | $2,340,936 |
| Utilities | 3.5% | $2,010,834 |
| Energy | 0.7% | $378,078 |
| Real Estate | 0.4% | $205,868 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLV | iShares Silver Trust | +2,506 | 8,552 | $582,732 | |
| LEU | Centrus Energy Corp | +1,340 | 2,178 | $378,078 | |
| BRK-B | Berkshire Hathaway Inc | +1,007 | 1,618 | $775,345 | |
| GLDM | World Gold Trust | +954 | 20,454 | $1,895,880 | |
| GOOGL | Alphabet Inc. | +320 | 4,317 | $1,241,396 | |
| NFLX | Netflix Inc | +260 | 4,693 | $451,231 | |
| AMZN | Amazon Com Inc | +136 | 2,896 | $603,149 | |
| MSFT | Microsoft Corp | +126 | 5,106 | $1,890,087 | |
| AMD | Advanced Micro Devices Inc | +116 | 2,679 | $544,988 | |
| ABT | Abbott Laboratories | +110 | 2,018 | $207,188 | |
| JPM | Jpmorgan Chase & Co | +80 | 1,696 | $498,894 | |
| PG | PROCTER & GAMBLE Co | +74 | 3,024 | $436,785 | |
| HD | Home Depot, Inc. | +67 | 2,377 | $781,770 | |
| CAT | Caterpillar Inc | +62 | 1,374 | $973,424 | |
| ORCL | Oracle Corp | +54 | 2,248 | $330,702 | |
| INTC | Intel Corp | +51 | 8,727 | $385,121 | |
| RTX | RTX Corp | +36 | 1,230 | $237,266 | |
| COST | Costco Wholesale Corp /New | +23 | 7,984 | $7,955,496 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −4,083 | 23,353 | $5,926,756 | |
| DIS | Walt Disney Co | −1,122 | 3,322 | $320,174 | |
| SRE | Sempra | −1,092 | 20,694 | $2,010,834 | |
| QCOM | Qualcomm Inc/De | −548 | 13,152 | $1,693,714 | |
| JNJ | Johnson & Johnson | −334 | 1,456 | $355,904 | |
| AFL | Aflac Inc | −258 | 8,620 | $945,700 | |
| PWR | Quanta Services, Inc. | −230 | 4,224 | $2,319,060 | |
| NVDA | Nvidia Corp | −218 | 10,315 | $1,798,936 | |
| TSLA | Tesla, Inc. | −78 | 666 | $247,585 | |
| PSA | Public Storage | −68 | 760 | $205,868 | |
| QQQ | Invesco Qqq Trust, Series 1 | −45 | 13,993 | $8,076,479 | |
| META | Meta Platforms, Inc. | −42 | 1,060 | $606,457 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 3,729 | $1,154,162 | |
| KO | Coca Cola Co | 7,430 | $565,050 | |
| ASML | Asml Holding NV | 350 | $462,290 | |
| PEP | Pepsico Inc | 2,346 | $364,310 | |
| TER | Teradyne, Inc | 1,000 | $296,460 | |
| COF | Capital One Financial Corp | 1,318 | $240,442 | |
| MA | Mastercard Inc | 436 | $217,850 | |
| ITW | Illinois Tool Works Inc | 797 | $207,451 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
7 positions ·
$4,633,435 total
· Industrials only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 4,224 | $2,319,060 | 50.05% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,374 | $973,424 | 21.01% | |
| WM |
Waste Management Inc
Industrials
|
Held | 1,964 | $451,306 | 9.74% | |
| RTX |
RTX Corp
Industrials
|
Added | 1,230 | $237,266 | 5.12% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 800 | $229,600 | 4.96% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Held | 600 | $215,328 | 4.65% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
NEW | 797 | $207,451 | 4.48% |