StockDriftsStockDriftsTop 50 Petix & Botte Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 12.02% | 679.6K | $59.7M | +8.58%(+53.68K) | $72.18(+26.13%) | 2026-06-30 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 4.81% | 510.1K | $23.9M | +4.16%(+20.39K) | $47.14(-1.89%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.42% | 227.4K | $22.0M | +6.69%(+14.26K) | $78.55(+28.64%) | 2026-06-30 | |
| IUSG | ISHARES TR | 3.97% | 105.0K | $19.7M | -13.68%(-16.64K) | $108.21(+79.04%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.7% | 154.6K | $18.4M | +14.89%(+20.04K) | $93.25(+31.67%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.65% | 59.9K | $18.2M | +10.25%(+5.57K) | $222.68(+33.22%) | 2026-06-30 | |
| GOVI | INVESCO EXCH TRADED FD TR II | 3.6% | 657.9K | $17.9M | +1.75%(+11.33K) | $27.74(-4.71%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.16% | 193.7K | $15.7M | +6.80%(+12.33K) | $62.15(+34.40%) | 2026-06-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 2.93% | 244.1K | $14.6M | +10.40%(+22.99K) | $59.69(+0.16%) | 2026-06-30 | |
| IUSV | ISHARES TR | 2.86% | 128.8K | $14.2M | -10.70%(-15.43K) | $81.16(+41.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.14% | +33.61% | +4.62% | +25.35% |
| Top 20 Holdings Unweighted | +10.17% | +33.70% | +4.99% | +27.54% |
Petix & Botte Co reports $496.82M in US-listed equity holdings across 144 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (12.0%), GTO (4.8%) and IEFA (4.4%). The top 20 holdings account for 67.14% of reported assets. Its disclosed equity book has returned +33.61% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Petix & Botte Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803255). View Petix & Botte Co’s 13F filings on SEC