Petix & Botte Co
All 13F Filings
- Location
- La Mesa, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 448,844
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 272 | 448,844 | 13F-HR | Petix & Botte Co |
| Q4 2025 | 2/5/2026 | 133 | 440,801 | 13F-HR | Petix & Botte Co |
| Q3 2025 | 11/21/2025 | 136 | 433,395 | 13F-HR | Petix & Botte Co |
| Q2 2025 | 8/8/2025 | 130 | 407,561 | 13F-HR | Petix & Botte Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 53.87 K | 12.0% | 0 | 301.7 K | -301.7 K |
| ETFs | 166.4 K | 37.1% | 94.06 K | 0 | 94.06 K |
| Debt | 228.6 K | 50.9% | 222.9 K | 0 | 222.9 K |
| Other | 0 | 0.0% | 0 | 7.17 K | -7.17 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
448,844
Holdings
272
QoQ value change ($000)
8,043
(1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.