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Home > Institutional Investor > Petix & Botte Co > Profile

Instuitional Investor - Petix & Botte Co

Fund Profile
Filing Period:
Fund Name: Petix & Botte Co
Portfolio Value $440,800,912
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 558,055 $44,767,214 10.16%
2.
Invesco Actively Managed Exc
 459,615 $21,794,908 4.94%
3.
Ishares Trust
 IEF 128,969 $21,659,168 4.91%
4.
Ishares Trust
 VLUE 194,230 $17,375,745 3.94%
5.
Invesco Exch Traded Fd Tr Ii
 601,069 $16,559,452 3.76%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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