Petix & Botte Co has recently submitted its quarterly 13F-HR report, revealing its investment holdings as of September 30, 2026. The filing indicates that the firm manages approximately $499 million in assets. This update is significant as it highlights the company's investment strategy and market positioning during a dynamic economic period.

Background

Petix & Botte Co, based in La Mesa, California, is an investment management firm. The company operates under the Central Index Key (CIK) 0001803255 and is categorized under the SEC Act of 1934. The firm has been active in filing various reports, including multiple 13F-HR submissions throughout 2026, showcasing its ongoing engagement with investors and regulatory compliance.

What the Filing Says

The 13F-HR report filed on November 10, 2026, indicates that Petix & Botte Co holds a total of 148 positions, with a combined value of $499,202,771. This filing is not an amendment, and it reflects the firm’s investment decisions made up until the end of the third quarter.

Impact

This filing may affect various stakeholders, including investors and analysts who track the asset management sector. By disclosing its holdings, Petix & Botte Co provides insights into its investment strategies and market outlook, which could influence investor sentiment and expectations in the broader industry.

What's Next

The filing does not specify what happens next for Petix & Botte Co. However, the company is expected to continue its reporting obligations and may provide further updates in future filings.