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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 $496,824,575
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 679,582 $59,721,882 12.02%
2.
Invesco Actively Managed Exc
 510,124 $23,909,456 4.81%
3.
Ishares Trust
 HYG 227,404 $21,962,479 4.42%
4.
Ishares Trust
 IEF 104,982 $19,745,870 3.97%
5.
Spdr Series Trust
 KRE 154,601 $18,396,073 3.7%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.