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Portfolio (Quarterly) Guide ↗

PETREDIS INVESTMENT ADVISORS LLC

· CIK 0001964544
13F Portfolio $1.3B AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 112 New
Page 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XBI SPDR SERIES TRUST 54,230.0 $6.6M 0.52% NEW $121.93 +10.3%
42 ISRG INTUITIVE SURGICAL INC Healthcare 11,621.0 $6.6M 0.52% NEW $566.36 -26.1%
43 FAST FASTENAL CO Industrials 160,211.0 $6.4M 0.50% NEW $40.13 +11.7%
44 AME AMETEK INC Industrials 31,273.0 $6.4M 0.50% NEW $205.31 +10.3%
45 CGSD CAPITAL GRP FIXED INCM ETF T 209,731.0 $5.5M 0.43% NEW $26.01 -0.7%
46 CVX CHEVRON CORP NEW Energy 35,643.0 $5.4M 0.43% NEW $152.41 +19.7%
47 CRM SALESFORCE INC Technology 19,733.0 $5.2M 0.41% NEW $264.91 -33.0%
48 MAR MARRIOTT INTL INC NEW Consumer Cyclical 16,825.0 $5.2M 0.41% NEW $310.24 +24.4%
49 XLI SELECT SECTOR SPDR TR 33,645.0 $5.2M 0.41% NEW $155.12 +12.4%
50 MELI MERCADOLIBRE INC Consumer Cyclical 2,530.0 $5.1M 0.40% NEW $2014.26 -15.8%
51 EOG EOG RES INC Energy 47,714.0 $5.0M 0.39% NEW $105.01 +27.9%
52 MA MASTERCARD INCORPORATED Financial Services 8,648.0 $4.9M 0.39% NEW $570.88 -13.3%
53 NOW SERVICENOW INC Technology 32,197.0 $4.9M 0.39% NEW $153.19 -33.3%
54 ABBV ABBVIE INC Healthcare 21,577.0 $4.9M 0.39% NEW $228.49 -5.7%
55 CSCO CISCO SYS INC Technology 63,240.0 $4.9M 0.38% NEW $77.03 +55.4%
56 CRWD CROWDSTRIKE HLDGS INC Technology 10,341.0 $4.8M 0.38% NEW $468.76 +37.7%
57 PG PROCTER AND GAMBLE CO Consumer Defensive 32,915.0 $4.7M 0.37% NEW $143.31 +2.9%
58 ABT ABBOTT LABS Healthcare 37,348.0 $4.7M 0.37% NEW $125.29 -31.6%
59 LMT LOCKHEED MARTIN CORP Industrials 9,670.0 $4.7M 0.37% NEW $483.67 +9.8%
60 CAT CATERPILLAR INC Industrials 7,800.0 $4.5M 0.35% NEW $572.87 +58.8%
Page 3 of 6  ·  112 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.2%
Communication Services 14.7%
Consumer Cyclical 13.1%
Healthcare 9.6%
Industrials 7.6%
Energy 3.6%
Consumer Defensive 2.6%
Financial Services 2.5%
Utilities 1.3%
Basic Materials 1.0%