Petix & Botte Co
All 13F Filings
- Location
- La Mesa, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 440,801
- 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 |
|---|---|---|---|---|---|
| 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 | 355.6 K | 80.7% | 12.29 K | 0 | 12.29 K |
| ETFs | 72.34 K | 16.4% | 0 | 6.519 K | -6.519 K |
| Debt | 5.694 K | 1.3% | 856 | 0 | 856 |
| Other | 7.17 K | 1.6% | 772 | 0 | 772 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
440,801
Holdings
133
QoQ value change ($000)
7,406
(1.7%)
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.