Pitti Group Wealth Management, LLC

CIK

1909664

Location

VICTOR, NY

Portfolio Value

Micro $39,139,161

Diversification

Diversified

Filing Date

Global Rank

#6,780 / 8,232 ▲ 224

Top Industry

Drug Manufacturers - General 18.3%

3Y Alpha vs SPY

-2.5%

Period ended 2 months ago

Filed May 15, 2026 · 30d

18 quarters · since Dec 2021

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

+65.5%

SPY

+76.3%

Annualised alpha

-2.5%

Max drawdown

−20.0%

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

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

Top 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	Positions
Communication Services	21.7%	$8,501,113	4
Healthcare	19.9%	$7,772,748	5
Technology	16.7%	$6,541,059	8
Consumer Cyclical	12.2%	$4,781,580	8
Financial Services	7.4%	$2,888,257	6
Industrials	6.8%	$2,669,875	3
Energy	6.4%	$2,520,638	1
Unclassified	6.2%	$2,432,063	2
Utilities	1.3%	$509,818	1
Consumer Defensive	0.7%	$282,239	1
Basic Materials	0.6%	$239,771	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
MAR	Marriott International Inc /Md/	−63	2,230	$729,366
JNJ	Johnson & Johnson	−50	20,891	$5,106,596
QQQ	Invesco Qqq Trust, Series 1	−1	1,114	$642,978
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
FDX	Fedex Corp	638	$227,242
V	Visa Inc.	700	$211,568
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

40 positions · $39,139,161 total · 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
JNJ	Johnson & Johnson Healthcare	Reduced	20,891	-50	$5,106,596	+17.8%	13.05%
META	Meta Platforms, Inc. Communication Services	Added	5,579	+35	$3,191,913	−12.8%	8.16%
GOOGL	Alphabet Inc. Communication Services	Added	9,243	+127	$2,657,917	−6.8%	6.79%
XOM	Exxon Mobil Corp Energy	Held	14,857	0	$2,520,638	+41.0%	6.44%
BA	Boeing Co Industrials	Added	11,603	+39	$2,309,345	−8.0%	5.90%
NFLX	Netflix Inc Communication Services	Added	22,343	+183	$2,148,279	+3.4%	5.49%
NVDA	Nvidia Corp Technology	Added	11,805	+341	$2,058,792	−3.7%	5.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,670	+316	$1,805,700	−6.4%	4.61%
SPY	Spdr S&P 500 ETF Trust	Added	2,751	+117	$1,789,085	−0.4%	4.57%
AAPL	Apple Inc. Technology	Added	6,248	+175	$1,585,679	−4.0%	4.05%
LLY	ELI LILLY & Co Healthcare	Added	1,505	+4	$1,384,253	−14.2%	3.54%
MSFT	Microsoft Corp Technology	Added	3,415	+77	$1,264,130	−21.7%	3.23%
BAC	Bank Of America Corp /De/ Financial Services	Added	21,241	+161	$1,035,498	−10.7%	2.65%
LOW	Lowes Companies Inc Consumer Cyclical	Added	3,495	+119	$825,798	+1.4%	2.11%
MDT	Medtronic plc Healthcare	Added	8,741	+104	$757,407	−8.7%	1.94%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	2,230	-63	$729,366	+2.5%	1.86%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,238	+30	$658,330	−7.5%	1.68%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,114	-1	$642,978	−6.1%	1.64%
NEE	Nextera Energy Inc Utilities	Added	5,489	+110	$509,818	+18.1%	1.30%
VZ	Verizon Communications Inc Communication Services	Added	10,020	+26	$503,004	+23.6%	1.29%
QCOM	Qualcomm Inc/De Technology	Added	3,737	+82	$481,250	−23.0%	1.23%
PYPL	PayPal Holdings, Inc. Financial Services	Added	10,283	+359	$465,100	−19.7%	1.19%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,152	+5	$428,256	−17.0%	1.09%
PAYX	Paychex Inc Technology	Added	4,245	+11	$391,049	−17.7%	1.00%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,113	+19	$366,054	−2.8%	0.94%
MA	Mastercard Inc Financial Services	Added	585	+90	$292,301	+3.4%	0.75%
SYK	Stryker Corp Healthcare	Added	884	+40	$290,473	−2.1%	0.74%
UBER	Uber Technologies, Inc Technology	Added	3,953	+464	$284,339	−0.3%	0.73%
WMT	Walmart Inc. Consumer Defensive	Held	2,271	0	$282,239	+11.6%	0.72%
XYZ	Block, Inc. Technology	Added	4,063	+25	$244,511	−7.0%	0.62%
SHW	Sherwin Williams Co Basic Materials	Added	748	+29	$239,771	+2.9%	0.61%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Added	779	+14	$236,878	+7.8%	0.61%
ABBV	AbbVie Inc. Healthcare	Added	1,076	+5	$234,019	−4.4%	0.60%
SHOP	Shopify Inc. Technology	Held	1,950	0	$231,309	−26.3%	0.59%
FDX	Fedex Corp Industrials	NEW	638	NEW	$227,242	NEW	0.58%
MS	Morgan Stanley Financial Services	Added	1,370	+1	$225,460	−7.2%	0.58%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	819	+1	$225,372	−1.2%	0.58%
V	Visa Inc. Financial Services	NEW	700	NEW	$211,568	NEW	0.54%
F	Ford Motor Co Consumer Cyclical	Added	14,225	+23	$164,156	−11.9%	0.42%
ULBI	Ultralife Corp Industrials	Held	20,443	0	$133,288	+14.0%	0.34%