PETREDIS INVESTMENT ADVISORS LLC

CIK

1964544

Location

WARRENDALE, PA

Portfolio Value

Small $657,652,443

Diversification

Diversified

Filing Date

Global Rank

#2,258 / 8,605 ▼ 3 · as of Mar 2026

Top Industry

Semiconductors 21.3%

3Y Alpha vs SPY

+3.6%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+92.1%

SPY

+75.5%

Annualised alpha

+3.7%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

76 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.6%

−0.1 pts

Top 5

39.2%

−3.2 pts

Top 10

54.3%

−4.3 pts

HHI

426

Diversified−46

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.5%	$285,885,034	22
Communication Services	12.9%	$84,819,595	5
Consumer Cyclical	12.1%	$79,403,890	9
Industrials	10.8%	$71,052,728	13
Healthcare	9.1%	$59,822,340	13
Energy	5.5%	$36,020,995	4
Consumer Defensive	2.7%	$17,506,547	2
Financial Services	2.2%	$14,593,098	5
Basic Materials	1.2%	$7,982,421	2
Unclassified	0.1%	$565,795	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+10,691	11,750	$3,970,912
NVDA	Nvidia Corp	+4,135	436,183	$76,070,315
NU	Nu Holdings Ltd.	+3,485	217,898	$3,131,194
COHR	Coherent Corp.	+1,343	22,621	$5,388,548
AMZN	Amazon Com Inc	+1,071	169,551	$35,312,386
AMAT	Applied Materials Inc /De	+454	35,013	$11,967,093
MELI	Mercadolibre Inc	+231	2,761	$4,773,824
EXPE	Expedia Group, Inc.	+40	1,305	$301,311
AZO	Autozone Inc	+3	762	$2,573,868
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GE	General Electric Co	−10,618	42,786	$12,141,383
GOOGL	Alphabet Inc.	−9,711	169,643	$48,782,541
MU	Micron Technology Inc	−8,253	70,744	$23,900,152
AAPL	Apple Inc.	−1,677	205,631	$52,187,091
FAST	Fastenal Co	−1,489	158,722	$7,364,700
MSFT	Microsoft Corp	−1,388	122,243	$45,250,691
NFLX	Netflix Inc	−1,204	79,021	$7,597,869
AVGO	Broadcom Inc.	−866	76,438	$23,658,325
APH	Amphenol Corp /De/	−744	90,548	$11,440,739
CSX	Csx Corp	−637	66,015	$2,709,915
NOW	ServiceNow, Inc.	−628	31,569	$3,300,538
XOM	ExxonMobil Holdings Corp	−548	58,351	$9,899,830
CSCO	Cisco Systems, Inc.	−531	62,709	$4,865,591
TJX	Tjx Companies Inc /De/	−518	54,866	$8,762,100
BHP	BHP Group Ltd	−482	63,898	$4,647,940
VLO	Valero Energy Corp/Tx	−429	48,405	$11,959,907
EOG	Eog Resources Inc	−402	47,312	$6,839,895
AMD	Advanced Micro Devices Inc	−353	38,879	$7,909,154
MRK	Merck & Co., Inc.	−353	39,214	$4,717,052
JNJ	Johnson & Johnson	−347	37,203	$9,093,901
META	Meta Platforms, Inc.	−313	45,300	$25,917,489
ABT	Abbott Laboratories	−308	37,040	$3,802,896
AME	Ametek Inc/	−299	30,974	$6,639,586
UNH	Unitedhealth Group Inc	−262	30,498	$8,252,453
CVX	Chevron Corp	−257	35,386	$7,321,363
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
BE	Bloom Energy Corp	31,458	$4,262,244
DE	Deere & Co	6,752	$3,803,401
RTX	RTX Corp	18,844	$3,635,007
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
CNI	Canadian National Railway Co	22,679	$2,241,819
SYY	Sysco Corp	28,066	$2,068,183
SBUX	Starbucks Corp	18,501	$1,557,969
BDX	Becton Dickinson & Co	8,438	$1,287,392
OKLO	Oklo Inc.	3,260	$233,937
AXON	Axon Enterprise, Inc.	384	$218,085
HOOD	Robinhood Markets, Inc.	1,861	$210,479
CLS	Celestica Inc	685	$202,492
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 positions · $657,652,443 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	436,183	+4,135	$76,070,315	−5.6%	11.57%
AAPL	Apple Inc. Technology	Reduced	205,631	-1,677	$52,187,091	−7.4%	7.94%
GOOGL	Alphabet Inc. Communication Services	Reduced	169,643	-9,711	$48,782,541	−13.1%	7.42%
MSFT	Microsoft Corp Technology	Reduced	122,243	-1,388	$45,250,691	−24.3%	6.88%
AMZN	Amazon Com Inc Consumer Cyclical	Added	169,551	+1,071	$35,312,386	−9.2%	5.37%
META	Meta Platforms, Inc. Communication Services	Reduced	45,300	-313	$25,917,489	−13.9%	3.94%
MU	Micron Technology Inc Technology	Reduced	70,744	-8,253	$23,900,152	+6.0%	3.63%
AVGO	Broadcom Inc. Technology	Reduced	76,438	-866	$23,658,325	−11.6%	3.60%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	35,410	-35	$13,163,667	−17.4%	2.00%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	12,828	-113	$12,782,204	+14.5%	1.94%
GE	General Electric Co Industrials	Reduced	42,786	-10,618	$12,141,383	−26.2%	1.85%
AMAT	Applied Materials Inc /De Technology	Added	35,013	+454	$11,967,093	+34.7%	1.82%
VLO	Valero Energy Corp/Tx Energy	Reduced	48,405	-429	$11,959,907	+50.4%	1.82%
GEV	GE Vernova Inc. Industrials	Reduced	13,343	-119	$11,647,104	+32.4%	1.77%
APH	Amphenol Corp /De/ Technology	Reduced	90,548	-744	$11,440,739	−7.3%	1.74%
LLY	ELI LILLY & Co Healthcare	Reduced	11,251	-105	$10,348,332	−15.2%	1.57%
XOM	ExxonMobil Holdings Corp Energy	Reduced	58,351	-548	$9,899,830	+39.7%	1.51%
JNJ	Johnson & Johnson Healthcare	Reduced	37,203	-347	$9,093,901	+17.0%	1.38%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	27,132	-237	$8,923,443	−5.2%	1.36%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	54,866	-518	$8,762,100	+3.0%	1.33%
UNH	Unitedhealth Group Inc Healthcare	Reduced	30,498	-262	$8,252,453	−18.7%	1.25%
AMD	Advanced Micro Devices Inc Technology	Reduced	38,879	-353	$7,909,154	−5.9%	1.20%
NFLX	Netflix Inc Communication Services	Reduced	79,021	-1,204	$7,597,869	+1.0%	1.16%
FAST	Fastenal Co Industrials	Reduced	158,722	-1,489	$7,364,700	+14.5%	1.12%
CVX	Chevron Corp Energy	Reduced	35,386	-257	$7,321,363	+34.8%	1.11%
EOG	Eog Resources Inc Energy	Reduced	47,312	-402	$6,839,895	+36.5%	1.04%
AME	Ametek Inc/ Industrials	Reduced	30,974	-299	$6,639,586	+3.4%	1.01%
V	Visa Inc. Financial Services	Reduced	21,934	-202	$6,629,332	−14.6%	1.01%
LMT	Lockheed Martin Corp Industrials	Reduced	9,581	-89	$5,790,660	+23.8%	0.88%
CAT	Caterpillar Inc Industrials	Reduced	7,729	-71	$5,475,687	+22.5%	0.83%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	16,697	-128	$5,461,087	+4.6%	0.83%
COHR	Coherent Corp. Technology	Added	22,621	+1,343	$5,388,548	+37.2%	0.82%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	11,578	-43	$5,337,342	−18.9%	0.81%
CSCO	Cisco Systems, Inc. Technology	Reduced	62,709	-531	$4,865,591	−0.1%	0.74%
MELI	Mercadolibre Inc Consumer Cyclical	Added	2,761	+231	$4,773,824	−6.3%	0.73%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	32,708	-207	$4,724,343	+0.2%	0.72%
MRK	Merck & Co., Inc. Healthcare	Reduced	39,214	-353	$4,717,052	+13.3%	0.72%
BHP	BHP Group Ltd Basic Materials	Reduced	63,898	-482	$4,647,940	+19.6%	0.71%
ABBV	AbbVie Inc. Healthcare	Reduced	21,364	-213	$4,646,456	−5.8%	0.71%
MA	Mastercard Inc Financial Services	Reduced	8,584	-64	$4,289,081	−13.1%	0.65%
BE	Bloom Energy Corp Industrials	NEW	31,458	NEW	$4,262,244	NEW	0.65%
MCK	Mckesson Corp Healthcare	Reduced	4,871	-36	$4,215,168	+4.7%	0.64%
BA	Boeing Co Industrials	Reduced	20,190	-183	$4,018,415	−9.2%	0.61%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,750	+10,691	$3,970,912	+1133.9%	0.60%
DE	Deere & Co Industrials	NEW	6,752	NEW	$3,803,401	NEW	0.58%
ABT	Abbott Laboratories Healthcare	Reduced	37,040	-308	$3,802,896	−18.7%	0.58%
CRM	Salesforce, Inc. Technology	Reduced	19,668	-65	$3,671,425	−29.8%	0.56%
RTX	RTX Corp Industrials	NEW	18,844	NEW	$3,635,007	NEW	0.55%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	7,023	-73	$3,452,015	−16.0%	0.52%
LIN	Linde PLC Basic Materials	Reduced	6,726	-40	$3,334,481	+15.6%	0.51%