SANTORI & PETERS, INC.

HTTP://WWW.SANTORIANDPETERS.COM MONROEVILLE, PA Investment Advisor How do I update this listing?

Santori & Peters is based out of Monroeville. Santori & Peters is a large advisory firm with 226 clients and discretionary assets under management (AUM) of $337,139,645 (Form ADV from 2020-03-09). Their last reported 13F filing for Q2 2020 included $129,950,000 in managed 13F securities and a top 10 holdings concentration of 81.17%. Santori & Peters's largest holding is Westinghouse Air Brake Technologies Corp with shares held of 643,076. Whalewisdom has at least 11 13F filings

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06/30/2020

13F Activity

  • Market Value $129.95 Million
  • Prior Market Value $115.445 Million
  • New Purchases5 stocks
  • Additional Purchases29 stocks
  • Sold out of28 stocks
  • Reduced holdings in13 stocks
  • Top 10 Holdings % 81.17 %
  • Turnover % [1]:66.00%
  • Turnover Alt % [2]: 9.07 %
  • Time Held Top20:7.05 quarters
  • Time Held Top10:7.50 quarters
  • Time Held All:7.84 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 19.4%
Performance Last 4 Quarters: -3.56%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

SANTORI & PETERS
3824 NORTHERN PIKE SUITE 450
MONROEVILLE PA    15146
Country: United States

Business Phone: 412-373-6904
Fax: 412-373-6903
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 226
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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SANTORI & PETERS, INC.

ownership team - last updated 2020-06-08
Name Title Start Date Direct/Indirect % Ownership
SANTORI, NORMAN, JOSEPH OWNER/PRESIDENT 08/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANTORI & PETERS, INC. OWNER/PRESIDENT direct 1993-08-01
SANTORI & PETERS OWNER direct 1993-08-01 2010-04-23
SANTORI & PETERS OWNER/CHIEF COMPLIANCE OFFICER direct 1993-08-01 2012-07-09
SANTORI, MARGARET, HAUSMAN CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANTORI & PETERS, INC. CHIEF COMPLIANCE OFFICER direct 2015-01-01
NEUPAVER, RYAN, PATRICK VICE-PRESIDENT/SECRETARY 01/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANTORI & PETERS, INC. VICE-PRESIDENT/SECRETARY direct 2018-01-01

SANTORI & PETERS, INC.

ownership team - last updated 2020-03-09
Name Title Start Date Direct/Indirect % Ownership

SANTORI & PETERS, INC.

ownership team - last updated 2019-09-30
Name Title Start Date Direct/Indirect % Ownership
SANTORI, NORMAN, JOSEPH OWNER/PRESIDENT 08/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANTORI & PETERS, INC. OWNER/PRESIDENT direct 1993-08-01
SANTORI & PETERS OWNER direct 1993-08-01 2010-04-23
SANTORI & PETERS OWNER/CHIEF COMPLIANCE OFFICER direct 1993-08-01 2012-07-09
SANTORI, MARGARET, HAUSMAN CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANTORI & PETERS, INC. CHIEF COMPLIANCE OFFICER direct 2015-01-01
NEUPAVER, RYAN, PATRICK VICE-PRESIDENT/SECRETARY 01/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANTORI & PETERS, INC. VICE-PRESIDENT/SECRETARY direct 2018-01-01

SANTORI & PETERS, INC.

ownership team - last updated 2019-02-26
Name Title Start Date Direct/Indirect % Ownership
SANTORI, NORMAN, JOSEPH OWNER/PRESIDENT 08/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANTORI & PETERS, INC. OWNER/PRESIDENT direct 1993-08-01
SANTORI & PETERS OWNER direct 1993-08-01 2010-04-23
SANTORI & PETERS OWNER/CHIEF COMPLIANCE OFFICER direct 1993-08-01 2012-07-09
SANTORI, MARGARET, HAUSMAN CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANTORI & PETERS, INC. CHIEF COMPLIANCE OFFICER direct 2015-01-01
NEUPAVER, RYAN, PATRICK VICE-PRESIDENT/SECRETARY 01/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANTORI & PETERS, INC. VICE-PRESIDENT/SECRETARY direct 2018-01-01

SANTORI & PETERS, INC.

ownership team - last updated 2017-04-25
Name Title Start Date Direct/Indirect % Ownership
SANTORI, NORMAN, JOSEPH OWNER/PRESIDENT 08/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
SANTORI & PETERS, INC. OWNER/PRESIDENT direct 1993-08-01
SANTORI & PETERS OWNER direct 1993-08-01 2010-04-23
SANTORI & PETERS OWNER/CHIEF COMPLIANCE OFFICER direct 1993-08-01 2012-07-09
SANTORI, MARGARET, HAUSMAN CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANTORI & PETERS, INC. CHIEF COMPLIANCE OFFICER direct 2015-01-01

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