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Portfolio (Quarterly) Guide ↗

PETREDIS INVESTMENT ADVISORS LLC

· CIK 0001964544
13F Portfolio $1.2B AUM 108 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 20 Added 59 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BE BLOOM ENERGY CORP Industrials 31,458.0 $4.3M 0.35% NEW $135.49 +118.7%
2 DE DEERE & CO Industrials 6,752.0 $3.8M 0.31% NEW $563.30 -5.9%
3 RTX RTX CORPORATION Industrials 18,844.0 $3.6M 0.30% NEW $192.90 -8.1%
4 CGSM CAPITAL GRP FIXED INCM ETF T 37,900.0 $996K 0.08% NEW $26.28 +0.2%

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 42.8%
Communication Services 13.6%
Consumer Cyclical 12.4%
Industrials 9.2%
Healthcare 9.0%
Energy 5.4%
Consumer Defensive 2.6%
Financial Services 2.2%
Utilities 1.7%
Basic Materials 1.2%