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Ryan Neupaver

Santori & Peters, Inc.

Assets Managed
$321.254M
Holdings
79
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
9.65%(2Q avg: 7.16%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Santori & Peters, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Santori & Peters, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 321.254M in assets, with a quarterly growth rate of 9.65% and a 2-quarter average growth rate of 7.16%. The portfolio is managed by Ryan Neupaver, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
WAB
Wabtec Corp
Recent Activity
Increased 0.01%
46.86%
$150.53M
602,336 shares@ $249.92 avg price
AME
Ametek Inc
Recent Activity
16.37%
$52.563M
245,207 shares@ $214.37 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -0.07%
3.88%
$12.438M
246,936 shares@ $50.37 avg price
BUFD
Ft Vst Lad Deep Buf Etf-usdi
Recent Activity
Decreased -0.57%
3.22%
$10.317M
368,454 shares@ $28.0 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 4.7%
2.83%
$9.065M
120,562 shares@ $75.2 avg price
CAPE
Doubleline Shiller Cape Us
Recent Activity
Increased 0.55%
2.45%
$7.843M
254,206 shares@ $30.86 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 14.21%
2.05%
$6.579M
256,581 shares@ $25.64 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.34%
2.04%
$6.538M
33,323 shares@ $196.21 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 0.13%
1.56%
$4.993M
51,409 shares@ $97.14 avg price
SMLF
Ishares Us Smallcap Equity F
Recent Activity
Increased 0.79%
1.34%
$4.282M
56,726 shares@ $75.49 avg price

1-10 of 79