IE
Insider Edges

SANTORI & PETERS, INC. 13F portfolio summary

SANTORI & PETERS, INC. of SANTORI & PETERS, INC. has 83 current stock holdings with a reported portfolio value of $354.6M. The portfolio 1 year return is +24.45%. Top holdings include WAB (45.86%), AME (16.72%), JAAA (3.52%), SPHQ (3.09%), BUFD (3.08%).

Back to investors

SANTORI & PETERS, INC.

SANTORI & PETERS, INC.
Latest filing: 2026-06-30

SANTORI & PETERS, INC. runs SANTORI & PETERS, INC. and currently holds 83 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $354.63M. Their top holdings are WAB, AME, JAAA, SPHQ, BUFD. The top five represent 72.3% of reported portfolio weight. SANTORI & PETERS, INC. ranks #340 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SANTORI & PETERS, INC. initiated 5 new positions. They added to 40 existing positions. They trimmed 18 positions. Their current best-performing preview position is QTEC with returns of +54.96%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
WAB45.9%
AME16.7%
JAAA3.5%
SPHQ3.1%
BUFD3.1%
Top 5: 72.3%
Portfolio Returns
1 Year
+24.45%
#493/1000
3 Year
+78.73%
#397/1000
5 Year
+98.51%
#290/1000

Portfolio Value

$354.63M

Alpha Score

68.9

#340 of 1000

Holdings

83

Showper page

83 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
WAB
WABTEC
45.86%$81.40$297.61+265.61%
Added
+0.16%
AME
AMETEK INC
16.72%$72.58$239.55+230.05%
Trimmed
-0.04%
JAAA
JANUS DETROIT STR TR
3.52%$49.67$50.67+2.01%
Added
+0.08%
SPHQ
INVESCO EXCHANGE TRADED FD T
3.09%$73.50$85.97+16.97%
Added
+0.98%
BUFD
FIRST TR EXCHNG TRADED FD VI
3.08%$19.86$30.25+52.29%
Trimmed
-0.26%
SCHX
SCHWAB STRATEGIC TR
2.13%$13.67$30.21+120.99%
Trimmed
-0.08%
VTV
VANGUARD INDEX FDS
2.04%$174.63$226.35+29.62%
Trimmed
-0.40%
EFA
ISHARES TR
1.51%$64.20$108.26+68.62%
Added
+0.60%
SMLF
ISHARES TR
1.44%$74.46$89.26+19.87%
Added
+0.65%
KOP
KOPPERS HOLDINGS INC
1.06%$38.77$45.16+16.48%
Added
+6.11%

Showing 1-10 of 83