Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Santori & Peters, Inc. (CIK 1730959) reported $321.3M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WAB ($150.5M, 46.86%), AME ($52.6M, 16.36%), JAAA ($12.4M, 3.87%), BUFD ($10.3M, 3.21%), SPHQ ($9.1M, 2.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WAB | WABTEC | $150.5M | 46.86% | 602,336 | Added |
| 2 | AME | AMETEK INC | $52.6M | 16.36% | 245,207 | Hold |
| 3 | JAAA | JANUS DETROIT STR TR | $12.4M | 3.87% | 246,936 | Trimmed |
| 4 | BUFD | FIRST TR EXCHNG TRADED FD VI | $10.3M | 3.21% | 368,454 | Trimmed |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | $9.1M | 2.82% | 120,562 | Added |
| 6 | CAPE | DOUBLELINE ETF TRUST | $7.8M | 2.44% | 254,206 | Added |
| 7 | SCHX | SCHWAB STRATEGIC TR | $6.6M | 2.05% | 256,581 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $6.5M | 2.04% | 33,323 | Added |
| 9 | EFA | ISHARES TR | $5.0M | 1.55% | 51,409 | Added |
| 10 | SMLF | ISHARES TR | $4.3M | 1.33% | 56,726 | Added |
| 11 | KOP | KOPPERS HOLDINGS INC | $3.1M | 0.95% | 79,006 | Hold |
| 12 | DDEC | FIRST TR EXCHNG TRADED FD VI | $2.8M | 0.89% | 64,353 | Added |
| 13 | WTV | WISDOMTREE TR | $2.8M | 0.88% | 29,901 | Added |
| 14 | SCHG | SCHWAB STRATEGIC TR | $2.7M | 0.85% | 93,924 | Added |
| 15 | AAPL | APPLE INC | $2.4M | 0.74% | 9,387 | Trimmed |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $2.3M | 0.71% | 3,510 | Added |
| 17 | USMV | ISHARES TR | $2.3M | 0.71% | 24,539 | Added |
| 18 | QTEC | FIRST TR EXCHANGE-TRADED FD | $2.2M | 0.68% | 10,113 | Added |
| 19 | FDL | FIRST TR EXCHANGE-TRADED FD | $2.0M | 0.63% | 40,123 | Added |
| 20 | PNQI | INVESCO EXCHANGE TRADED FD T | $1.8M | 0.56% | 40,287 | Hold |
| 21 | MSFT | MICROSOFT CORP | $1.4M | 0.43% | 3,728 | Trimmed |
| 22 | SPLV | INVESCO EXCH TRADED FD TR II | $1.4M | 0.43% | 18,918 | Added |
| 23 | SCHV | SCHWAB STRATEGIC TR | $1.3M | 0.40% | 41,799 | Added |
| 24 | PFE | PFIZER INC | $1.1M | 0.36% | 40,878 | Added |
| 25 | HD | HOME DEPOT INC | $1.2M | 0.36% | 3,518 | Added |
Source: SEC Form 13F filings · as of 2026-03-31