Pitti Group Wealth Management, LLC
Filing Date
Global Rank
#6,780
/ 8,232
▲ 224
Top Industry
Drug Manufacturers - General
18.3%
3Y Alpha vs SPY
-2.5%
Period ended 3 months ago
Filed May 15, 2026 · 31d
18 quarters · since Dec 2021
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
+63.4%
SPY
+74.2%
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, 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.
1 positions ·
$509,818 total
· Utilities 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NEE |
Nextera Energy Inc
Utilities
|
Added | 5,489 | $509,818 | 100.00% |