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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 Q4 2023 · Filed November 3, 2023 · Accession 0001730959-23-000002

Total Value
$186.1M
Positions
56
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (56)

#IssuerTicker / CUSIPSharesValue% of Filing
1WABTEC929740108591,439$62.9M33.78%
2AMETEK INCAME246,596$36.4M19.58%
3JANUS DETROIT STR TR47103U845221,112$11.1M5.98%
4FIRST TR EXCHNG TRADED FD VI33740U703408,807$8.7M4.67%
5DOUBLELINE ETF TRUST25861R204292,188$6.9M3.72%
6SCHWAB STRATEGIC TR80852440995,238$6.1M3.30%
7SCHWAB STRATEGIC TR80852420197,317$4.9M2.65%
8ISHARES TR46429B69766,772$4.8M2.60%
9INVESCO EXCHANGE TRADED FD TIVZ52,582$4.8M2.58%
10VANECK ETF TRUST92189F64349,853$3.8M2.03%
11ISHARES TR46428746551,196$3.5M1.90%
12KOPPERS HOLDINGS INCKOP73,377$2.9M1.56%
13FIRST TR VALUE LINE DIVID IN33734H10659,368$2.2M1.19%
14ISHARES TR46428780422,142$2.1M1.12%
15APPLE INCAAPL10,296$1.8M0.95%
16FIRST TR NASDAQ 100 TECH IND33734510212,020$1.7M0.94%
17SCHWAB STRATEGIC TR80852430018,623$1.4M0.73%
18INVESCO EXCHANGE TRADED FD TIVZ43,658$1.3M0.72%
19MICROSOFT CORPMSFT4,188$1.3M0.71%
20VANGUARD INDEX FDS9229087516,904$1.3M0.70%
21INVESCO EXCH TRADED FD TR IIIVZ21,192$1.2M0.67%
22TRIMTABS ETF TR89628W30221,316$1.1M0.59%
23PFIZER INCPFE31,254$1.0M0.56%
24HOME DEPOT INCHD3,364$1.0M0.55%
25VANGUARD SPECIALIZED FUNDS9219088444,977$773,3600.42%
26VANGUARD TAX-MANAGED FDS92194385816,409$717,4010.39%
27ISHARES TR46432F3964,095$572,1020.31%
28VANGUARD SCOTTSDALE FDS92206C6808,049$550,8950.30%
29JPMORGAN CHASE & COVYLD3,772$547,0750.29%
30AMGEN INCAMGN1,932$519,3140.28%
31PIMCO ETF TR72201R8334,876$488,2400.26%
32INVESCO EXCHANGE TRADED FD TIVZ6,545$481,5970.26%
33FIRST TR EXCHNG TRADED FD VI33740F63113,791$446,8280.24%
34PNC FINL SVCS GROUP INC6934751053,552$436,0630.23%
35VANGUARD INDEX FDS9229083631,100$431,8170.23%
36FISERV INCFISV3,794$428,5700.23%
37FIRST TR EXCHNG TRADED FD VI33740F43314,070$416,8940.22%
38EXXON MOBIL CORPXOM3,269$384,3820.21%
39INVESCO EXCHANGE TRADED FD TIVZ2,622$371,4920.20%
40MERCK & CO INCMRK3,422$352,2670.19%
41FIRST TR MORNINGSTAR DIVID L3369171099,405$314,4980.17%
42GENERAL ELECTRIC CO3696043012,626$290,3530.16%
43AMAZON COM INCAMZN2,180$277,1220.15%
44PEPSICO INCPEP1,471$249,1780.13%
45BERKSHIRE HATHAWAY INC DELBRK-A672$235,4020.13%
46ALPHABET INCGOOG1,789$234,1090.13%
47JOHNSON & JOHNSONJNJ1,454$226,4610.12%
48SPDR SER TR78464A8544,409$221,5960.12%
49PROCTER AND GAMBLE CO7427181091,518$221,3710.12%
50VANGUARD BD INDEX FDS9219378272,895$217,6250.12%
51INVESCO ACTIVELY MANAGED ETFIVZ4,285$212,9650.11%
52VANGUARD BD INDEX FDS9219378192,799$202,3960.11%
53ARK ETF TR00214Q1045,091$201,9610.11%
54TRAVELERS COMPANIES INCTRV1,236$201,9030.11%
55ACCENTURE PLC IRELANDACN652$200,2360.11%
56AT&T INCT-PC11,587$174,0340.09%