Santori & Peters, Inc. has disclosed its latest investment holdings in a recent SEC filing, revealing a total value of approximately $371.9 million across 86 positions. This filing is significant as it provides insight into the company’s investment strategy and portfolio management.

The filing, submitted on October 26, 2026, covers the period ending September 30, 2026. It highlights the company's approach to diversifying its investments in various sectors, including technology, healthcare, and consumer goods.

Background

Santori & Peters, Inc. is a Pennsylvania-based investment management firm, operating under the Central Index Key (CIK) number 0001730959. The company specializes in managing investment portfolios for its clients, focusing on strategic asset allocation and risk management. It has recently submitted several filings to the SEC, including a 13F-HR form on October 26, 2026, and previous filings on August 14, July 24, and May 7 of the same year.

What the Filing Says

The recent filing indicates that Santori & Peters, Inc. holds significant positions in various companies, with a total of 86 reported investments. The total value of these holdings amounts to $371,904,997. The filing did not provide detailed information on individual holdings, but it is expected that the company maintains a diversified portfolio to mitigate risk and capitalize on market opportunities.

Impact

This update may influence several stakeholders, including investors, analysts, and competitors in the investment management industry. By revealing its investment strategies and portfolio allocation, Santori & Peters, Inc. provides valuable insights that could affect market perceptions and investment decisions. Competitors may also analyze this data to adjust their strategies in response to the company's moves.

What's Next

The filing does not specify what actions will follow this report. However, stakeholders will likely monitor the company's future filings for updates on its investment strategies and portfolio performance.

Source: SEC Filing Accession Number 0001730959-26-000007