Arkolith/Funds/Santori & Peters, Inc.

Santori & Peters, Inc.

CIK 1730959
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Santori & Peters, Inc. holds a concentrated book of 83 reported positions worth $354.6M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Intel Corp and trimmed Ametek Inc. Their largest long position is Wabtec Corp at 46% of the reported non-option book. Cloning the disclosed picks since 2024 would be +39% (+19.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+39.1%
+19.1%/yr · since Oct '24
Their reported book
+35.5%
held from quarter-end
S&P 500
+34.9%
same window
$9K$10K$12K$13K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Santori & Peters, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.6 points over this window.

Growth of $10,000 cloning Santori & Peters, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
72%
Top 10 holdings
82%
Top 20 holdings
89%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

69% mapped to company sectors

Industrials
46%
ETFs / funds
30%
Information Technology
19%
No sector on file yet
1%
Materials
1%
Financials
1%
Health Care
1%
Consumer Discretionary
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Santori & Peters, Inc.

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
BlueSpruce Investments, LP8 / 80$639.4M
Hoffman, Alan N Investment Management8 / 80$154.1M
Ketron Financial15 / 80$276.3M
9823 Capital, L.P.8 / 80$126.0M
Hoey Investments, Inc35 / 80$624.4M
Marest Capital, LLC15 / 80$158.7M
Fortune 45 LLC13 / 80$179.9M

Ranked by the share of each fund's own book sitting in the names it shares with Santori & Peters, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

83 positions
#SecurityValueShares% PortLast moveHistory
1Wabtec
COM
$162.6M603.3K
45.9%
+0.1%
Added · +954 sh
2Ametek Inc
COM
$59.3M245.1K
16.7%
~0%
Reduced · −110 sh
3Janus Detroit STR TR
HENDRSON AAA CL
$12.5M247.1K
3.5%
+0.1%
Added · +203 sh
4Invesco Exchange Traded FD T
S&P500 QUALITY
$11.0M121.7K
3.1%
+1.0%
Added · +1K sh
5First TR Exchng Traded FD VI
FT VEST DEEP ETF
$10.9M367.5K
3.1%
−0.3%
Reduced · −947 sh
6Doubleline ETF Trust
SHIL CAP U S ETF
$7.6M234.7K
2.1%
−7.7%
Reduced · −20K sh
7Schwab Strategic TR
US LRG CAP ETF
$7.5M256.4K
2.1%
−0.1%
Reduced · −201 sh
8Vanguard Index FDS
VALUE ETF
$7.2M33.2K
2.0%
−0.4%
Reduced · −133 sh
9Ishares TR
MSCI EAFE ETF
$5.4M51.7K
1.5%
+0.6%
Added · +308 sh
10Ishares TR
US SML CAP EQT
$5.1M57.1K
1.4%
+0.7%
Added · +370 sh
11Koppers Holdings Inc
COM
$3.8M83.8K
1.1%
+6.1%
Added · +5K sh
12Schwab Strategic TR
US LCAP GR ETF
$3.2M94.5K
0.9%
+0.6%
Added · +606 sh
13First TR Exchange-Traded FD
SHS
$3.2M9.4K
0.9%
−6.7%
Reduced · −678 sh
14Wisdomtree TR
US VALUE FD
$3.1M30.3K
0.9%
+1.4%
Added · +420 sh
15State STR SPDR S&P 500 ETF T
TR UNIT
$2.8M3.7K
0.8%
+5.7%
Added · +201 sh
16Apple Inc
COM
$2.7M9.5K
0.8%
+0.7%
Added · +70 sh
17Ishares TR
MSCI USA MIN ETF
$2.4M24.5K
0.7%
−0.1%
Reduced · −22 sh
18First TR Exchng Traded FD VI
FT VEST U.S.
$2.3M48.0K
0.6%
−25%
Reduced · −16K sh
19First TR Exchange-Traded FD
SHS
$2.0M42.0K
0.6%
+4.6%
Added · +2K sh
20Invesco Exchange Traded FD T
NASDAQ INTERNT
$1.7M36.7K
0.5%
−8.8%
Reduced · −4K sh
21Schwab Strategic TR
US LCAP VA ETF
$1.5M41.8K
0.4%
+0.1%
Added · +36 sh
22Microsoft Corp
COM
$1.4M3.7K
0.4%
Held
23First TR Exchng Traded FD VI
FT VEST US EQT
$1.4M28.2K
0.4%
+215%
Added · +19K sh
24Abacus FCF ETF TR
LEADERS ETF
$1.3M15.1K
0.4%
Held
25Invesco Exch Traded FD TR II
S&P500 LOW VOL
$1.3M17.2K
0.4%
−9.2%
Reduced · −2K sh
26Home Depot Inc
COM
$1.2M3.5K
0.3%
−0.4%
Reduced · −15 sh
27JPMorgan Chase & Co
COM
$1.2M3.7K
0.3%
+0.2%
Added · +9 sh
28Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.1M15.7K
0.3%
+1.7%
Added · +257 sh
29Ge Aerospace
COM NEW
$1.1M3.0K
0.3%
+2.6%
Added · +75 sh
30Vanguard Admiral FDS Inc
500 VAL IDX FD
$1.0M4.7K
0.3%
Held
31Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$988K6.1K
0.3%
+75%
Added · +3K sh
32Pfizer Inc
COM
$980K40.7K
0.3%
−0.5%
Reduced · −199 sh
33Vanguard Scottsdale FDS
VNG RUS1000GRW
$966K7.6K
0.3%
+0.1%
Added · +6 sh
34Vanguard Index FDS
S&P 500 ETF SHS
$905K1.3K
0.3%
+6.1%
Added · +76 sh
35First TR Exchange-Traded FD
SHS
$850K17.6K
0.2%
+0.2%
Added · +41 sh
36American Centy ETF TR
AVANTIS EMGMKT
$848K8.8K
0.2%
+8.9%
Added · +721 sh
37Nvidia Corporation
COM
$839K4.2K
0.2%
−0.7%
Reduced · −28 sh
38Ge Vernova Inc
COM
$824K701
0.2%
−1.7%
Reduced · −12 sh
39First TR Exchng Traded FD VI
FT VEST US EQT
$802K17.0K
0.2%
+110%
Added · +9K sh
40PNC Finl Svcs Group Inc
COM
$742K3.0K
0.2%
Held
41Dimensional ETF Trust
INTERNATNAL VAL
$688K12.7K
0.2%
+0.9%
Added · +114 sh
42Amgen Inc
COM
$676K1.9K
0.2%
Held
43Taiwan Semiconductor Manufac
SPONSORED ADS
$676K1.4K
0.2%
−7.8%
Reduced · −119 sh
44Ishares TR
MSCI USA MMENTM
$659K1.9K
0.2%
+0.1%
Added · +1 sh
45Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$632K2.1K
0.2%
+0.7%
Added · +15 sh
46First TR Exchng Traded FD VI
FT VEST U.S EQT
$580K14.1K
0.2%
Held
47Goldman Sachs Group Inc
COM
$579K572
0.2%
Held
48Invesco Exchange Traded FD T
S&P500 EQL WGT
$573K2.7K
0.2%
+0.2%
Added · +5 sh
49Amazon Com Inc
COM
$564K2.4K
0.2%
−1.2%
Reduced · −29 sh
50Intel Corp
COM
$545K3.9K
0.2%
New
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Showing 50 of 83 positions
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Filing history

As-of date vs the date the SEC received each filing

$354.6M · Q2 2026Q3 2024 · $252.1MQ2 2026 · $354.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202624d83$354.6M13F-HR
Q1 2026Mar 31, 2026May 7, 202637d79$321.3M13F-HR
Q4 2025Dec 31, 2025Jan 15, 202615d71$293.0M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202515d75$279.9M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202515d69$276.4M13F-HR
Q1 2025Mar 31, 2025Apr 24, 202524d64$248.0M13F-HR
Q4 2024Dec 31, 2024Jan 28, 202528d66$261.1M13F-HR
Q3 2024Sep 30, 2024Oct 23, 202423d65$252.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.