1y return+24.5%S&P 500 +20.9%
3y return+78.6%S&P 500 +68.5%
5y return+97.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $262 against $280 in the S&P 500.2
Santori & Peters, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WABWabtec | $162.6M | 45.9% | |
| AMEAmetek Inc | $59.3M | 16.7% | |
| JAAAJanus Detroit Str Tr | $12.5M | 3.5% | |
| SPHQInvesco Exchange Traded Fd T | $11.0M | 3.1% | |
| BUFDFirst Tr Exchng Traded Fd Vi | $10.9M | 3.1% | |
| CAPEDoubleline Etf Trust | $7.6M | 2.1% | −7.7% |
| SCHXSchwab Strategic Tr | $7.5M | 2.1% | |
| VTVVanguard Index Fds | $7.2M | 2.0% | |
| EFAIshares Tr | $5.4M | 1.5% | |
| SMLFIshares Tr | $5.1M | 1.4% | |
| KOPKoppers Holdings Inc | $3.8M | 1.1% | +6.1% |
| SCHGSchwab Strategic Tr | $3.2M | 0.9% | |
| QTECFirst Tr Exchange-traded Fd | $3.2M | 0.9% | −6.7% |
| WTVWisdomtree Tr | $3.1M | 0.9% | +1.4% |
| SPYState Str Spdr S&p 500 Etf T | $2.8M | 0.8% | +5.7% |
| AAPLApple Inc | $2.7M | 0.8% | |
| USMVIshares Tr | $2.4M | 0.7% | |
| DDECFirst Tr Exchng Traded Fd Vi | $2.3M | 0.6% | −25.3% |
| FDLFirst Tr Exchange-traded Fd | $2.0M | 0.6% | +4.6% |
| PNQIInvesco Exchange Traded Fd T | $1.7M | 0.5% | −8.8% |
| SCHVSchwab Strategic Tr | $1.5M | 0.4% | |
| MSFTMicrosoft Corp | $1.4M | 0.4% | |
| DJUNFirst Tr Exchng Traded Fd Vi | $1.4M | 0.4% | +215.1% |
| ABFLAbacus Fcf Etf Tr | $1.3M | 0.4% | |
| SPLVInvesco Exch Traded Fd Tr II | $1.3M | 0.4% | −9.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WABWabtec | June 30, 2020 | +368.4% | $162.6M |
| GEGe Aerospace | December 31, 2022 | +346.0% | $1.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $1.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $2.7M |
| QTECFirst Tr Exchange-traded Fd | June 30, 2020 | +206.8% | $3.2M |
| AMEAmetek Inc | June 30, 2020 | +170.7% | $59.3M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $3.2M |
| VONGVanguard Scottsdale Fds | June 30, 2020 | +159.1% | $966K |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $905K |
| KOPKoppers Holdings Inc | June 30, 2020 | +138.4% | $3.8M |
Sold off last quarter
- WMTWalmart Inc was $216K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | +8.0% | −4.6% |
| December 31, 2025 | +4.7% | +2.4% |
| September 30, 2025 | +0.5% | +7.8% |
| June 30, 2025 | +10.2% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | +2.4% | +2.1% |
| September 30, 2024 | +8.8% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +10.1% | +10.0% |
| December 31, 2023 | +13.2% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +7.2% | +8.3% |
| March 31, 2023 | +2.5% | +7.0% |
| December 31, 2022 | +16.7% | +7.1% |
| September 30, 2022 | −2.3% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −3.6% | −4.9% |
| December 31, 2021 | +8.2% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Santori & Peters, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1730959&type=13F-HR&dateb=&owner=include&count=40CIK 1730959
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1730959/000173095926000003/Filed July 24, 2026 · accession 0001730959-26-000003