Santori & Peters, Inc.
Annual return '25
+13.0%
SPY '25
+17.7%
Alpha
-4.7ptsvs SPY
Invested
$321.3M
Holdings
79
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WAB
WABTEC
Held since at least Q1 2024
46.9%
02
$AME
AMETEK INC
Held since at least Q1 2024
16.4%
03
$JAAA
JANUS DETROIT STR TR
Held since at least Q1 2024
3.9%
04
$BUFD
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
3.2%
05
$SPHQ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
2.8%
06
$CAPE
DOUBLELINE ETF TRUST
Held since at least Q1 2024
2.4%
07
$SCHX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.0%
08
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
2.0%
09
$EFA
ISHARES TR
Held since at least Q1 2024
1.6%
10
$SMLF
ISHARES TR
Held since at least Q1 2024
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:51 UTC.