Petix & Botte Co
Follow13F filer, CIK 1803255, LA MESA, CA
Petix & Botte Co reported $448,844,226 across 272 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-30. Its ten largest share positions make up 28.21% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001803255-26-000002
- Period
- 2026-03-31
- Reported value
- $449M
- Holdings
- 272
- Top 10 weight
- 28.21%
- New
- 147
- Sold out
- 8
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AVGOnew | +1,855 | $574K |
| KOnew | +3,715 | $283K |
| ASMLnew | +175 | $231K |
| PEPnew | +1,173 | $182K |
| SOXXnew | +500 | $164K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPYMreduced | -245,104 | -$18.8M |
| IUSGreduced | -68,829 | -$10.7M |
| GTOreduced | -214,747 | -$10.1M |
| FVDreduced | -176,490 | -$8.3M |
| IUSVreduced | -81,174 | -$8.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 135 share positions
Principal amounts
Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| SPYMSPDR SERIES TRUST SHS | principal | 312,953 | $24M | new |
| GTOINVESCO ACTIVELY MANAGED EXC TOTAL RETURN | principal | 244,868 | $11.5M | new |
| IEFAISHARES TR SHS | principal | 108,222 | $9.8M | new |
| IUSGISHARES TR ETF | principal | 61,479 | $9.54M | new |
| GOVIINVESCO EXCH TRADED FD TR II EQUAL WEGT 0-30 | principal | 323,297 | $8.82M | new |
| FVDFIRST TR EXCHANGE-TRADED FD SHS | principal | 162,384 | $7.64M | new |
| IUSVISHARES TR SHS | principal | 72,917 | $7.46M | new |
| FTSMFIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW | principal | 110,543 | $6.61M | new |
| SPYGSPDR SERIES TRUST SHS | principal | 67,454 | $6.6M | new |
| QQQMINVESCO EXCH TRADED FD TR II COM | principal | 27,175 | $6.46M | new |
| RDVYFIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV | principal | 90,698 | $6.19M | new |
| JAAAJANUS DETROIT STR TR HENDRSON AAA CL | principal | 121,913 | $6.14M | new |
| RWLINVESCO EXCH TRADED FD TR II S&P 500 REVENUE | principal | 51,488 | $5.92M | new |
| LMBSFIRST TR EXCHANGE-TRADED FD ETF | principal | 106,755 | $5.32M | new |
| IJHISHARES TR COM | principal | 77,619 | $5.24M | new |
| BNDVANGUARD BD INDEX FDS SHS | principal | 69,433 | $5.11M | new |
| VUGVANGUARD INDEX FDS COM | principal | 11,424 | $4.99M | new |
| FTGCFIRST TR EXCHANGE TRAD FD VI FST TR GLB FD | principal | 165,504 | $4.75M | new |
| VCITVANGUARD SCOTTSDALE FDS SHS | principal | 53,528 | $4.43M | new |
| VTIVANGUARD INDEX FDS COM | principal | 13,249 | $4.25M | new |
| QQQINVESCO QQQ TR COM | principal | 6,996 | $4.04M | new |
| COSTCOSTCO WHOLESALE CORPORATION COM | principal | 3,992 | $3.98M | new |
| FALNISHARES TR ETF | principal | 123,236 | $3.29M | new |
| CWBSPDR SERIES TRUST BBG CONV SEC ETF | principal | 35,547 | $3.25M | new |
| FTSLFIRST TR EXCHANGE-TRADED FD SENIOR LN FD | principal | 67,964 | $3.04M | new |
| AAPLAPPLE INC COM | principal | 11,691 | $2.97M | new |
| PZAINVESCO EXCH TRADED FD TR II NATL AMT MUNI | principal | 94,239 | $2.17M | new |
| SRLNSSGA ACTIVE ETF TR BLACKSTONE SENR | principal | 53,629 | $2.15M | new |
| XLESELECT SECTOR SPDR TR SHS | principal | 32,832 | $2.01M | new |
| VOEVANGUARD INDEX FDS SHS | principal | 10,875 | $2M | new |
| VYMVANGUARD WHITEHALL FDS SHS | principal | 12,714 | $1.88M | new |
| VBVANGUARD INDEX FDS SHS | principal | 6,681 | $1.75M | new |
| USMVISHARES TR SHS | principal | 17,655 | $1.64M | new |
| BNDXVANGUARD CHARLOTTE FDS SHS | principal | 31,781 | $1.53M | new |
| FVFIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF | principal | 25,125 | $1.52M | new |
| PWRQUANTA SVCS INC COM | principal | 2,112 | $1.16M | new |
| IWFISHARES TR STOK | principal | 2,419 | $1.03M | new |
| VNQVANGUARD INDEX FDS SHS | principal | 11,460 | $1.02M | new |
| SRESEMPRA Stock | principal | 10,347 | $1.01M | new |
| VIGVANGUARD SPECIALIZED FUNDS SHS | principal | 4,586 | $986K | new |
| VOVANGUARD INDEX FDS SHS | principal | 3,351 | $962K | new |
| MSFTMICROSOFT CORP COM | principal | 2,564 | $949K | new |
| IDVISHARES TR INTL SEL DIV ETF | principal | 22,293 | $949K | new |
| GLDMWORLD GOLD TR SPDR GLD MINIS | principal | 10,227 | $948K | new |
| VHTVANGUARD WORLD FD ETF | principal | 3,337 | $909K | new |
| NVDANVIDIA CORPORATION COM | principal | 5,175 | $903K | new |
| QCOMQUALCOMM INC COM | principal | 6,576 | $847K | new |
| MCDMCDONALDS CORP COM | principal | 2,509 | $780K | new |
| NOBLPROSHARES TR S&P 500 DV ARIST | principal | 6,989 | $741K | new |
| MGVVANGUARD WORLD FD ETF | principal | 4,850 | $703K | new |
| IWMISHARES TR SHS | principal | 2,614 | $648K | new |
| VTVVANGUARD INDEX FDS SHS | principal | 3,273 | $642K | new |
| GOOGLALPHABET INC COM | principal | 2,170 | $624K | new |
| GLDSPDR GOLD TR GOLD SHS | principal | 1,406 | $605K | new |
| IEMGISHARES INC SHS | principal | 8,375 | $584K | new |
| VBRVANGUARD INDEX FDS SHS | principal | 2,685 | $583K | new |
| AVGOBROADCOM INC COM | principal | 1,874 | $580K | new |
| IVWISHARES TR SHS | principal | 4,667 | $528K | new |
| IYWISHARES TR SHS | principal | 2,879 | $522K | new |
| JPSTJ P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF | principal | 10,117 | $512K | new |
| OMFLINVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | principal | 8,451 | $508K | new |
| CATCATERPILLAR INC COM | principal | 687 | $487K | new |
| AFLAFLAC INC Stock | principal | 4,310 | $473K | new |
| VWOVANGUARD INTL EQUITY INDEX F SHS | principal | 8,293 | $448K | new |
| MDYSTATE STR SPDR S&P MIDCAP 40 SHS | principal | 725 | $447K | new |
| TKOTKO GROUP HOLDINGS INC Stock | principal | 2,044 | $412K | new |
| GOVTISHARES TR SHS | principal | 17,919 | $411K | new |
| LLYELI LILLY & CO COM | principal | 446 | $410K | new |
| VEAVANGUARD TAX-MANAGED FDS SHS | principal | 6,290 | $403K | new |
| HDHOME DEPOT INC COM | principal | 1,202 | $395K | new |
| BRK-BBERKSHIRE HATHAWAY INC DEL COM | principal | 815 | $391K | new |
| USHYISHARES TR SHS | principal | 10,087 | $372K | new |
| GOOGALPHABET INC COM | principal | 1,295 | $371K | new |
| TJXTJX COS INC NEW COM | principal | 2,229 | $356K | new |
| VXFVANGUARD INDEX FDS SHS | principal | 1,715 | $353K | new |
| BACBANK OF AMER CORP COM | principal | 7,239 | $353K | new |
| HYGISHARES TR IBOXX HI YD ETF | principal | 4,353 | $346K | new |
| MBBISHARES TR SHS | principal | 3,621 | $344K | new |
| GSYINVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR | principal | 6,823 | $342K | new |
| METAMETA PLATFORMS INC COM | principal | 536 | $307K | new |
| AMZNAMAZON COM INC COM | principal | 1,454 | $303K | new |
| SLVISHARES SILVER TR COM | principal | 4,276 | $291K | new |
| KOCOCA COLA CO COM | principal | 3,715 | $283K | new |
| VONVVANGUARD SCOTTSDALE FDS COM | principal | 2,976 | $279K | new |
| VVVANGUARD INDEX FDS LARGE CAP ETF | principal | 919 | $275K | new |
| AMDADVANCED MICRO DEVICES INC COM | principal | 1,348 | $274K | new |
| VOTVANGUARD INDEX FDS SHS | principal | 1,029 | $265K | new |
| VBKVANGUARD INDEX FDS SHS | principal | 855 | $258K | new |
| JPMJPMORGAN CHASE & CO COM | principal | 848 | $249K | new |
| XMLVINVESCO EXCH TRADED FD TR II S&P MIDCP LOW | principal | 3,864 | $243K | new |
| BIVVANGUARD BD INDEX FDS SHS | principal | 3,112 | $240K | new |
| ASMLASML HLDG NV STOK | principal | 175 | $231K | new |
| NFLXNETFLIX INC. COM | principal | 2,373 | $228K | new |
| WMWASTE MGMT INC DEL COM | principal | 982 | $226K | new |
| PGPROCTER & GAMBLE CO COM | principal | 1,527 | $221K | new |
| VGTVANGUARD WORLD FD SHS | principal | 302 | $211K | new |
| ABBVABBVIE INC COM | principal | 935 | $203K | new |
| INTCINTEL CORP COM | principal | 4,389 | $194K | new |
| LEUCENTRUS ENERGY CORP CL A | principal | 1,089 | $189K | new |
| PFFISHARES TR COM | principal | 6,100 | $185K | new |
| JNJJOHNSON & JOHNSON COM | principal | 746 | $182K | new |
| PEPPEPSICO INC COM | principal | 1,173 | $182K | new |
| IJRISHARES TR SHS | principal | 1,458 | $181K | new |
| AGGISHARES TR SHS | principal | 1,687 | $168K | new |
| SPYSTATE STR SPDR S&P 500 ETF T SHS | principal | 257 | $167K | new |
| ORCLORACLE CORP COM | principal | 1,124 | $165K | new |
| SOXXISHARES TR COM | principal | 500 | $164K | new |
| VEUVANGUARD INTL EQUITY INDEX F SHS | principal | 2,183 | $164K | new |
| FDTFIRST TR EXCH TRD ALPHDX FD DEV MRK EX US | principal | 1,871 | $163K | new |
| DISDISNEY WALT CO COM | principal | 1,661 | $160K | new |
| VDEVANGUARD WORLD FD SHS | principal | 922 | $160K | new |
| EMBISHARES TR JPMORGAN USD EMG | principal | 1,698 | $159K | new |
| SYKSTRYKER CORPORATION COM | principal | 473 | $155K | new |
| EFAISHARES TR MSCI EAFE ETF | principal | 1,577 | $153K | new |
| WFCWELLS FARGO & CO COM | principal | 1,914 | $152K | new |
| FDNFIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX | principal | 642 | $150K | new |
| TERTERADYNE INC Stock | principal | 500 | $148K | new |
| FTGSFIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH | principal | 4,313 | $147K | new |
| AIRRFIRST TR EXCHANGE TRADED FD RBA INDL ETF | principal | 1,299 | $144K | new |
| VTVANGUARD INTL EQUITY INDEX F SHS | principal | 1,031 | $143K | new |
| FTCSFIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF | principal | 1,497 | $139K | new |
| FXOFIRST TR EXCHANGE-TRADED FD FINLS ALPHADEX | principal | 2,336 | $131K | new |
| FXZFIRST TR EXCHANGE-TRADED FD MATERIALS ALPH | principal | 1,709 | $130K | new |
| TSLATESLA INC COM | principal | 336 | $125K | new |
| AXSMAXSOME THERAPEUTICS INC. Stock | principal | 715 | $121K | new |
| COFCAPITAL ONE FINL CORP COM | principal | 659 | $120K | new |
| RTXRTX CORPORATION COM | principal | 615 | $119K | new |
| IWBISHARES TR ETF | principal | 329 | $117K | new |
| NSCNORFOLK SOUTHN CORP Stock | principal | 400 | $115K | new |
| DFACDIMENSIONAL ETF TRUST US CORE EQUITY 2 | principal | 2,874 | $112K | new |
| CSCOCISCO SYS INC COM | principal | 1,411 | $109K | new |
| MAMASTERCARD INCORPORATED COM | principal | 218 | $109K | new |
| ROKROCKWELL AUTOMATION INC Stock | principal | 300 | $108K | new |
| ITWILLINOIS TOOL WKS INC COM | principal | 407 | $106K | new |
| ABTABBOTT LABORATORIES COM | principal | 1,009 | $104K | new |
| PSAPUBLIC STORAGE REIT | principal | 380 | $103K | new |
| FSKFS KKR CAP CORP COM | principal | 5,467 | $55.7K | new |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| GOVTISHARES TR | 20,982 | $483K | shares |
| WMTWALMART INC | 2,980 | $332K | shares |
| INTUINTUIT | 426 | $282K | shares |
| SPOTSPOTIFY TECHNOLOGY S A | 400 | $232K | shares |
| VZVERIZON COMMUNICATIONS INC | 5,656 | $230K | shares |
| MRKMERCK & CO INC | 1,966 | $207K | shares |
| DUKDUKE ENERGY CORP NEW | 1,752 | $205K | shares |
| JNKSPDR SERIES TRUST | 2,080 | $202K | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001803255-26-000002 | base | 2026-04-30 | acceptance time not in the bulk data set |