AiSiWhale

AI & tech investing

Petix & Botte Co

CIK 1803255

13F filing for Q2 2026・No. 3,907

Holdings
US$496.82M
Quarter change
+US$47.98M
Entries
144
Net bought (estimate)
+US$243.26M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 10
  • Sold out 1
  • Cut 3
  • Added 131
  • Corporate actions 0
  • Unchanged 0

Largest holdings

144 stocks worth US$496.82M, options and bonds left out.

StockThis quarterValueWeight
SPDR SERIES TRUSTST STR P500ETFAddedUS$59.72M12.02%
INVESCO ACTIVELY MANAGED EXCTOTAL RETURNAddedUS$23.91M4.81%
ISHARES TRCORE MSCI EAFEAddedUS$21.96M4.42%
ISHARES TRCORE S&P US GWTAddedUS$19.75M3.97%
SPDR SERIES TRUSTST STR P500GRWAddedUS$18.4M3.70%
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETFAddedUS$18.16M3.65%
INVESCO EXCH TRADED FD TR IIEQUAL WEGT 0-30AddedUS$17.86M3.60%
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIVAddedUS$15.7M3.16%
FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEWAddedUS$14.58M2.93%
ISHARES TRCORE S&P US VLUAddedUS$14.19M2.86%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.