Petix & Botte Co - Portfolio overview

Petix & Botte Co has 149 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SPLG - SPDR SERIES TRUST, 11.72%
2. SPYM - SPDR SERIES TRUST, 9.28%
3. GTO - INVESCO ACTIVELY MANAGED EXC, 4.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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