Pitti Group Wealth Management, LLC
Filing Date
Global Rank
#7,157
/ 8,622
▲ 90
· as of Mar 2026
Top Industry
Drug Manufacturers - General
18.3%
3Y Alpha vs SPY
-2.1%
Period ended 4 months ago
Filed May 15, 2026 · 3mo
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+65.3%
SPY
+67.9%
Annualised alpha
-0.6%
Max drawdown
−19.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
40 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.0%
+2.1 pts
Top 5
40.3%
+1.1 pts
Top 10
64.3%
+1.6 pts
HHI
538
Diversified+22
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 21.7% | $8,501,113 |
| Healthcare | 19.9% | $7,772,748 |
| Technology | 16.7% | $6,541,059 |
| Consumer Cyclical | 12.2% | $4,781,580 |
| Financial Services | 7.4% | $2,888,257 |
| Industrials | 6.8% | $2,669,875 |
| Energy | 6.4% | $2,520,638 |
| Unclassified | 6.2% | $2,432,063 |
| Utilities | 1.3% | $509,818 |
| Consumer Defensive | 0.7% | $282,239 |
| Basic Materials | 0.6% | $239,771 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | +464 | 3,953 | $284,339 | |
| PYPL | PayPal Holdings, Inc. | +359 | 10,283 | $465,100 | |
| NVDA | Nvidia Corp | +341 | 11,805 | $2,058,792 | |
| AMZN | Amazon Com Inc | +316 | 8,670 | $1,805,700 | |
| NFLX | Netflix Inc | +183 | 22,343 | $2,148,279 | |
| AAPL | Apple Inc. | +175 | 6,248 | $1,585,679 | |
| BAC | Bank Of America Corp /De/ | +161 | 21,241 | $1,035,498 | |
| GOOGL | Alphabet Inc. | +127 | 9,243 | $2,657,917 | |
| LOW | Lowes Companies Inc | +119 | 3,495 | $825,798 | |
| SPY | Spdr S&P 500 ETF Trust | +117 | 2,751 | $1,789,085 | |
| NEE | Nextera Energy Inc | +110 | 5,489 | $509,818 | |
| MDT | Medtronic plc | +104 | 8,741 | $757,407 | |
| MA | Mastercard Inc | +90 | 585 | $292,301 | |
| QCOM | Qualcomm Inc/De | +82 | 3,737 | $481,250 | |
| MSFT | Microsoft Corp | +77 | 3,415 | $1,264,130 | |
| SYK | Stryker Corp | +40 | 884 | $290,473 | |
| BA | Boeing Co | +39 | 11,603 | $2,309,345 | |
| META | Meta Platforms, Inc. | +35 | 5,579 | $3,191,913 | |
| JPM | Jpmorgan Chase & Co | +30 | 2,238 | $658,330 | |
| SHW | Sherwin Williams Co | +29 | 748 | $239,771 | |
| VZ | Verizon Communications Inc | +26 | 10,020 | $503,004 | |
| XYZ | Block, Inc. | +25 | 4,063 | $244,511 | |
| F | Ford Motor Co | +23 | 14,225 | $164,156 | |
| HD | Home Depot, Inc. | +19 | 1,113 | $366,054 | |
| HLT | Hilton Worldwide Holdings Inc. | +14 | 779 | $236,878 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
40 tracked positions ·
$39,139,161 total
· filing declares
81 positions · $123,193,887
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 20,891 | $5,106,596 | 13.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,579 | $3,191,913 | 8.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 9,243 | $2,657,917 | 6.79% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 14,857 | $2,520,638 | 6.44% | |
| BA |
Boeing Co
Industrials
|
Added | 11,603 | $2,309,345 | 5.90% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 22,343 | $2,148,279 | 5.49% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 11,805 | $2,058,792 | 5.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,670 | $1,805,700 | 4.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,751 | $1,789,085 | 4.57% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,248 | $1,585,679 | 4.05% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,505 | $1,384,253 | 3.54% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,415 | $1,264,130 | 3.23% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 21,241 | $1,035,498 | 2.65% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 3,495 | $825,798 | 2.11% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 8,741 | $757,407 | 1.94% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 2,230 | $729,366 | 1.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,238 | $658,330 | 1.68% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,114 | $642,978 | 1.64% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 5,489 | $509,818 | 1.30% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 10,020 | $503,004 | 1.29% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 3,737 | $481,250 | 1.23% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 10,283 | $465,100 | 1.19% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,152 | $428,256 | 1.09% | |
| PAYX |
Paychex Inc
Technology
|
Added | 4,245 | $391,049 | 1.00% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,113 | $366,054 | 0.94% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 585 | $292,301 | 0.75% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 884 | $290,473 | 0.74% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 3,953 | $284,339 | 0.73% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,271 | $282,239 | 0.72% | |
| XYZ |
Block, Inc.
Technology
|
Added | 4,063 | $244,511 | 0.62% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 748 | $239,771 | 0.61% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Added | 779 | $236,878 | 0.61% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,076 | $234,019 | 0.60% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 1,950 | $231,309 | 0.59% | |
| FDX |
Fedex Corp
Industrials
|
NEW | 638 | $227,242 | 0.58% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 1,370 | $225,460 | 0.58% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Added | 819 | $225,372 | 0.58% | |
| V |
Visa Inc.
Financial Services
|
NEW | 700 | $211,568 | 0.54% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 14,225 | $164,156 | 0.42% | |
| ULBI |
Ultralife Corp
Industrials
|
Held | 20,443 | $133,288 | 0.34% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.