Santori & Peters, Inc.

The portfolio composition has shifted from a likely diversified strategy to a highly concentrated one. The number of holdings stands at 71, but the portfolio is top-heavy, with the top two positions accounting for approximately 61.06% of the total value. The strategy appears to be a hybrid approach: a high-conviction equity selection strategy for the core positions, complemented by a "satellite" layer of diversified Exchange Traded Funds (ETFs) likely used for liquidity, beta exposure, or tactical asset allocation.

Key Holdings