PETREDIS INVESTMENT ADVISORS LLC
Filing Date
Global Rank
#1,964
/ 8,232
▲ 82
Top Industry
Semiconductors
21.1%
3Y Alpha vs SPY
+3.0%
Period ended 2 months ago
Filed Apr 16, 2026 · 59d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+89.6%
SPY
+76.3%
Annualised alpha
+3.0%
Max drawdown
−21.0%
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, 2025Top Position
11.5%
−0.1 pts
Top 5
38.8%
−3.1 pts
Top 10
53.8%
−4.1 pts
HHI
419
Diversified−44
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 43.5% | $288,881,333 |
| Communication Services | 12.8% | $84,819,595 |
| Consumer Cyclical | 12.4% | $82,576,787 |
| Industrials | 10.7% | $70,920,309 |
| Healthcare | 9.0% | $59,822,340 |
| Energy | 5.4% | $36,020,995 |
| Consumer Defensive | 2.6% | $17,506,547 |
| Financial Services | 2.2% | $14,593,098 |
| Basic Materials | 1.2% | $7,982,421 |
| Unclassified | 0.1% | $565,795 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Exxon Mobil 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 | |
| MRK | Merck & Co., Inc. | −353 | 39,214 | $4,717,052 | |
| AMD | Advanced Micro Devices Inc | −353 | 38,879 | $7,909,154 | |
| 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. | |||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
76 positions ·
$663,689,220 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| APP |
AppLovin Corp
Communication Services
|
Held | 526 | $209,348 | 0.03% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 1,734 | $212,900 | 0.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 748 | $220,031 | 0.03% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 1,756 | $258,325 | 0.04% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
Added | 1,305 | $301,311 | 0.05% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 2,625 | $311,377 | 0.05% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 675 | $323,460 | 0.05% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 1,190 | $418,701 | 0.06% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 870 | $565,795 | 0.09% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Held | 2,861 | $716,909 | 0.11% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 17,807 | $1,267,502 | 0.19% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 4,169 | $1,802,592 | 0.27% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 15,079 | $1,941,873 | 0.29% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 10,503 | $1,991,368 | 0.30% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 10,307 | $2,094,176 | 0.32% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 13,942 | $2,235,181 | 0.34% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 26,303 | $2,279,154 | 0.34% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 23,992 | $2,312,348 | 0.35% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 12,616 | $2,449,270 | 0.37% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Added | 762 | $2,573,868 | 0.39% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 66,015 | $2,709,915 | 0.41% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 12,013 | $2,715,298 | 0.41% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Added | 217,898 | $3,131,194 | 0.47% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 31,569 | $3,300,538 | 0.50% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Reduced | 785 | $3,305,101 | 0.50% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 6,726 | $3,334,481 | 0.50% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 7,023 | $3,452,015 | 0.52% | |
| RTX |
RTX Corp
Industrials
|
NEW | 18,844 | $3,635,007 | 0.55% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 19,668 | $3,671,425 | 0.55% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 37,040 | $3,802,896 | 0.57% | |
| DE |
Deere & Co
Industrials
|
NEW | 6,752 | $3,803,401 | 0.57% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 11,750 | $3,970,912 | 0.60% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 10,233 | $3,995,065 | 0.60% | |
| BA |
Boeing Co
Industrials
|
Reduced | 20,190 | $4,018,415 | 0.61% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 4,871 | $4,215,168 | 0.64% | |
| BE |
Bloom Energy Corp
Industrials
|
NEW | 31,458 | $4,262,244 | 0.64% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 8,584 | $4,289,081 | 0.65% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 21,364 | $4,646,456 | 0.70% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Reduced | 63,898 | $4,647,940 | 0.70% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 39,214 | $4,717,052 | 0.71% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 32,708 | $4,724,343 | 0.71% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 2,761 | $4,773,824 | 0.72% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 62,709 | $4,865,591 | 0.73% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 11,578 | $5,337,342 | 0.80% | |
| COHR |
Coherent Corp.
Technology
|
Added | 22,621 | $5,388,548 | 0.81% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 16,697 | $5,461,087 | 0.82% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 7,729 | $5,475,687 | 0.83% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 9,581 | $5,790,660 | 0.87% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 21,934 | $6,629,332 | 1.00% | |
| AME |
Ametek Inc/
Industrials
|
Reduced | 30,974 | $6,639,586 | 1.00% |