What does PETREDIS INVESTMENT ADVISORS LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of 13F Filing: PETREDIS INVESTMENT ADVISORS LLC

Portfolio Overview

PETREDIS INVESTMENT ADVISORS LLC has reported a substantial expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 119.5%, growing from $581.70 million to $1.28 billion. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows, a successful performance period, or potentially the acqu...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

MGK

VANGUARD WORLD FD

$101M275K8.3%

XLF

SELECT SECTOR SPDR TR

$99M2.0M8.1%

NVDA

NVIDIA CORPORATION

$76M436K6.2%

VEA

VANGUARD TAX-MANAGED FDS

$56M876K4.6%

MGV

VANGUARD WORLD FD

$53M367K4.4%

AAPL

APPLE INC

$52M206K4.3%

GOOGL

ALPHABET INC

$49M170K4.0%

MSFT

MICROSOFT CORP

$45M122K3.7%

VOOG

VANGUARD ADMIRAL FDS INC

$38M94K3.1%

XLK

SELECT SECTOR SPDR TR

$37M279K3.0%

Filing history

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