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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Santori & Peters, Inc.

Quarter ended Q3 2023 · Filed July 26, 2023 · Accession 0001172661-23-002622

Total Value
$199.4M
Positions
55
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (55)

#IssuerTicker / CUSIPSharesValue% of Filing
1WABTEC929740108635,318$69.7M34.94%
2AMETEK INCAME246,596$39.9M20.02%
3JANUS DETROIT STR TR47103U845218,499$10.9M5.46%
4FIRST TR EXCHNG TRADED FD VI33740U703419,274$9.0M4.53%
5DOUBLELINE ETF TRUST25861R204282,504$6.9M3.47%
6SCHWAB STRATEGIC TR80852440995,962$6.4M3.23%
7SCHWAB STRATEGIC TR80852420199,178$5.2M2.60%
8ISHARES TR46429B69769,297$5.2M2.58%
9INVESCO EXCHANGE TRADED FD TIVZ51,818$4.7M2.36%
10INVESCO EXCHANGE TRADED FD TIVZ55,568$4.3M2.16%
11ISHARES TR46428746551,519$3.7M1.87%
12KOPPERS HOLDINGS INCKOP73,377$2.5M1.25%
13FIRST TR VALUE LINE DIVID IN33734H10660,789$2.4M1.22%
14ISHARES TR46428780422,319$2.2M1.12%
15APPLE INCAAPL10,296$2.0M1.00%
16FIRST TR NASDAQ 100 TECH IND33734510212,153$1.8M0.90%
17INVESCO EXCH TRADED FD TR IIIVZ22,752$1.4M0.72%
18MICROSOFT CORPMSFT4,187$1.4M0.71%
19SCHWAB STRATEGIC TR80852430018,661$1.4M0.70%
20ISHARES TR46432F3969,640$1.4M0.70%
21INVESCO EXCHANGE TRADED FD TIVZ8,733$1.4M0.68%
22VANGUARD INDEX FDS9229087516,804$1.4M0.68%
23TRIMTABS ETF TR89628W30222,778$1.2M0.60%
24PFIZER INCPFE31,254$1.1M0.57%
25HOME DEPOT INCHD3,344$1.0M0.52%
26VANGUARD SPECIALIZED FUNDS9219088445,344$868,0540.44%
27VANGUARD TAX-MANAGED FDS92194385816,358$755,4120.38%
28VANGUARD SCOTTSDALE FDS92206C6808,136$575,7250.29%
29JPMORGAN CHASE & COVYLD3,761$546,9610.27%
30PIMCO ETF TR72201R8334,813$480,1640.24%
31FISERV INCFISV3,794$478,6130.24%
32FIRST TR EXCHNG TRADED FD VI33740F63113,791$450,8280.23%
33AMGEN INCAMGN1,918$425,8110.21%
34FIRST TR EXCHNG TRADED FD VI33740F43314,070$423,7880.21%
35MERCK & CO INCMRK3,451$398,2230.20%
36PNC FINL SVCS GROUP INC6934751053,129$394,0670.20%
37INVESCO EXCHANGE TRADED FD TIVZ2,610$390,5960.20%
38EXXON MOBIL CORPXOM3,117$334,2570.17%
39FIRST TR MORNINGSTAR DIVID L3369171099,504$323,2200.16%
40VANGUARD INDEX FDS922908363786$319,9850.16%
41GENERAL ELECTRIC CO3696043012,626$288,4880.14%
42AMAZON COM INCAMZN2,199$286,6620.14%
43PEPSICO INCPEP1,479$273,9250.14%
44ACCENTURE PLC IRELANDACN885$273,0930.14%
45JOHNSON & JOHNSONJNJ1,506$249,2730.12%
46BERKSHIRE HATHAWAY INC DELBRK-A730$248,9300.12%
47PROCTER AND GAMBLE CO7427181091,516$230,0820.12%
48SPDR SER TR78464A8544,409$229,7530.12%
49ARK ETF TR00214Q1045,166$228,0290.11%
50FIRST TR EXCHNG TRADED FD VI33740F8625,785$223,4180.11%
51INVESCO ACTIVELY MANAGED ETFIVZ4,487$222,7350.11%
52ALPHABET INCGOOG1,837$219,8890.11%
53FIRST TR EXCHNG TRADED FD VI33740U2085,585$217,8150.11%
54TRAVELERS COMPANIES INCTRV1,236$214,6980.11%
55AT&T INCT-PC11,831$188,7080.09%