Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Petix & Botte Co > Profile

Instuitional Investor - Petix & Botte Co

Fund Profile
Filing Period:
Fund Name: Petix & Botte Co
Portfolio Value $433,394,774
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 474,182 $37,147,458 8.57%
2.
Ishares Trust
 IEF 147,657 $24,294,920 5.61%
3.
Invesco Actively Managed Exc
 402,874 $19,140,596 4.42%
4.
Ishares Trust
 IEF 174,452 $17,436,452 4.02%
5.
First Tr Exchange-Traded Fd
 376,763 $17,421,432 4.02%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.