Petix & Botte CO Portfolio Holdings

Petix & Botte CO

  • $417 Million
  • Q3 2025

Petix & Botte CO has filed its 13F form on November 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $417 Million distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $37.1M, Ishares Core S&P U.S Growth Et with a value of $24.3M, Invesco Actively Managed ETF T with a value of $19.1M, Ishares Core S&P U.S. Value Et with a value of $17.4M, and First Tr Value Line Divid Inde with a value of $17.4M.

Examining the 13F form we can see an increase of $23.6M in the current position value, from $394M to 417M.

Below you can find more details about Petix & Botte CO portfolio as well as his latest detailed transactions.

Portfolio value $417 Million
ETFs: $372 Million
Technology: $15.9 Million
Consumer Defensive: $8.39 Million
Consumer Cyclical: $4.16 Million
Communication Services: $4.07 Million
Industrials: $3.9 Million
Financial Services: $3.08 Million
Healthcare: $2.37 Million
Other: $2.92 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.25 Million 0.3% of portfolio
5,968
Q3 2025 Reduced 10.5%
$0
$1.16 Million 0.28% of portfolio
9,580
Q2 2025 Added 55.02%
$0
$1.13 Million 0.27% of portfolio
5,758
Q3 2025 Added 16.96%
$1.65T
$1.11 Million 0.27% of portfolio
4,570
Q2 2024 Added 100.0%
$0
$1.1 Million 0.26% of portfolio
21,593
Q2 2025 Reduced 8.17%
$130B
$999,000 0.24% of portfolio
2,812
Q3 2025 Reduced 19.93%
$72.3B
$991,000 0.24% of portfolio
8,878
Q1 2025 Reduced 11.47%
$0
$945,000 0.23% of portfolio
11,650
Q3 2025 Added 0.45%
$367B
$927,000 0.22% of portfolio
2,290
Q3 2025 Added 0.09%
$0
$899,000 0.22% of portfolio
16,605
Q3 2025 Added 0.1%
$0
$890,000 0.21% of portfolio
4,774
Q3 2025 Reduced 2.45%
$0
$879,000 0.21% of portfolio
14,600
Q3 2025 Reduced 3.88%
$0
$864,000 0.21% of portfolio
1,450
Q2 2024 Added 76.83%
$0
$885,000 0.21% of portfolio
16,509
Q3 2025 Reduced 4.68%
$1.37T
$769,000 0.18% of portfolio
1,048
Q2 2025 Reduced 27.62%
$0
$762,000 0.18% of portfolio
20,174
Q3 2025 Added 0.85%
$0
$736,000 0.18% of portfolio
12,288
Q3 2025 Reduced 9.35%
$971B
$714,000 0.17% of portfolio
936
Q2 2024 Added 141.24%
$0
$711,000 0.17% of portfolio
14,171
Q2 2025 Reduced 9.69%
$0
$718,000 0.17% of portfolio
3,430
Q3 2025 Reduced 13.03%
$593B
$617,000 0.15% of portfolio
2,194
Q2 2024 New
$291B
$626,000 0.15% of portfolio
1,312
Q2 2024 Added 100.0%
$1.74T
$630,000 0.15% of portfolio
2,590
Q2 2024 Added 63.92%
$0
$627,000 0.15% of portfolio
2,136
Q4 2024 Reduced 3.44%
$170B
$644,000 0.15% of portfolio
4,458
Q3 2025 Added 4.7%
$2.39T
$573,000 0.14% of portfolio
2,614
Q2 2025 Reduced 6.64%
$0
$565,000 0.14% of portfolio
1,838
Q3 2025 Reduced 8.47%
$49.1B
$525,000 0.13% of portfolio
438
Q2 2024 New
$0
$533,000 0.13% of portfolio
1,792
Q4 2024 Reduced 3.66%
$0
$513,000 0.12% of portfolio
10,550
Q2 2024 Added 100.0%
$0
$484,000 0.12% of portfolio
6,199
Q3 2025 Added 0.19%
$0
$491,000 0.12% of portfolio
7,726
Q1 2025 Added 0.03%
$193B
$508,000 0.12% of portfolio
4,444
Q4 2024 Reduced 6.24%
$881B
$509,000 0.12% of portfolio
1,616
Q2 2024 New
$346B
$448,000 0.11% of portfolio
2,920
Q2 2024 Added 100.0%
$0
$428,000 0.1% of portfolio
574
Q2 2025 Added 8.3%
$0
$410,000 0.1% of portfolio
17,748
Q3 2025 Reduced 7.61%
$0
$427,000 0.1% of portfolio
13,509
Q3 2025 Reduced 16.32%
$85.9B
$433,000 0.1% of portfolio
1,964
Q2 2025 Added 2.19%
$414B
$432,000 0.1% of portfolio
1,870
Q3 2025 Reduced 64.27%
$0
$360,000 0.09% of portfolio
3,782
Q3 2025 Added 0.8%
$0
$393,000 0.09% of portfolio
5,514
Q3 2025 Reduced 10.22%
$0
$379,000 0.09% of portfolio
570
Q3 2025 Added 9.2%
$388B
$393,000 0.09% of portfolio
2,430
Q2 2025 Added 0.41%
$0
$373,000 0.09% of portfolio
3,726
Q3 2025 Added 0.11%
$0
$328,000 0.08% of portfolio
3,451
Q3 2025 Reduced 4.62%
$522B
$325,000 0.08% of portfolio
1,754
Q2 2024 Reduced 29.05%
$136B
$349,000 0.08% of portfolio
946
Q3 2025 Added 10.0%
$317B
$320,000 0.08% of portfolio
3,828
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $417 Million
  • Prior Value $394 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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