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Portfolio (Quarterly) Guide ↗

PETREDIS INVESTMENT ADVISORS LLC

· CIK 0001964544
13F Portfolio $1.5B AUM 115 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 17 Added 16 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 12,013 $2.7M 0.22% SOLD
2 INTU INTUIT Technology 4,169 $1.8M 0.15% SOLD
Sector Allocation
Technology 49.8%
Communication Services 11.4%
Consumer Cyclical 11.0%
Industrials 8.8%
Healthcare 8.1%
Energy 4.0%
Consumer Defensive 2.0%
Utilities 1.9%
Financial Services 1.9%
Basic Materials 1.1%