Petix & Botte Co has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Paul Botte on November 10, 2026, reports a total of 148 distinct positions held by the firm.
The portfolio is heavily weighted toward large-cap exchange-traded funds (ETFs) and major technology and consumer staples companies. The top holdings include the SPDR S&P 500 ETF Trust, which holds 65,137,828 shares, and the Vanguard Total Stock Market ETF, which holds 10,233,615 shares.
Among individual equities, Apple Inc. is the largest holding, with 7,817,965 shares. Other notable positions include Microsoft Corp. with 2,759,994 shares, Amazon.com Inc. with 731,006 shares, and Berkshire Hathaway Inc. with 812,158 shares.
The filing also lists significant positions in semiconductor companies, including Advanced Micro Devices Inc. (1,717,210 shares), NVIDIA Corporation (2,533,309 shares), and Broadcom Inc. (1,309,589 shares). Additionally, the portfolio includes substantial stakes in Costco Wholesale Corporation (7,269,244 shares) and Eli Lilly & Co. (1,029,800 shares).
