§ 13F · FUND PROFILE
Petix & Botte Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $408M (13F)Positions · 130Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 313K | $24M | 5.3% | +12% |
| 2 | SPYM | SPDR SERIES TRUST | 313K | $24M | 5.3% | — |
| 3 | GTO | INVESCO ACTIVELY MANAGED EXC | 245K | $11M | 2.6% | — |
| 4 | GTO | INVESCO ACTIVELY MANAGED EXC | 245K | $11M | 2.6% | +7% |
| 5 | IEFA | ISHARES TR | 108K | $10M | 2.2% | +10% |
| 6 | IUSG | ISHARES TR | 61K | $10M | 2.1% | −6% |
| 7 | IEFA | ISHARES TR | 105K | $9M | 2.1% | — |
| 8 | IUSG | ISHARES TR | 60K | $9M | 2.1% | — |
| 9 | GOVI | INVESCO EXCH TRADED FD TR II | 323K | $9M | 2.0% | — |
| 10 | GOVI | INVESCO EXCH TRADED FD TR II | 323K | $9M | 2.0% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETIX SIGNAL
AC read
Petix & Botte Co is a Other fund managing $408 million in assets. The fund runs a portfolio of 130 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed