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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
Page 5 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADP AUTOMATIC DATA PROCESSING IN Industrials 10,235.0 $2.3M 0.15% -72.0 -0.7% $223.95 +25.4%
82 MDT MEDTRONIC PLC Healthcare 26,255.0 $2.1M 0.14% $78.23 +19.3%
83 CGSM CAPITAL GRP FIXED INCM ETF T 76,570.0 $2.0M 0.14% +39K +102.0% $26.39 -0.2%
84 DHR DANAHER CORP DEL Healthcare 10,507.0 $2.0M 0.14% $190.48 +14.9%
85 HONEYWELL INTL INC 7,222.0 $1.8M 0.12% NEW $243.41
86 J P MORGAN EXCHANGE TRADED F 31,504.0 $1.6M 0.11% +2K +5.9% $50.57
87 VOO VANGUARD INDEX FDS 2,208.0 $1.5M 0.10% $686.81 +2.5%
88 IWB ISHARES TR 3,684.0 $1.5M 0.10% $409.50 +2.5%
89 DRAM ROUNDHILL ETF TRUST 20,374.0 $1.5M 0.10% NEW $73.85 -21.9%
90 NVDA CALL NVIDIA CORPORATION Technology 7,000.0 $1.4M 0.09% $200.09 +7.3%
91 IWF ISHARES TR 10,841.0 $1.3M 0.09% +8K +301.1% $124.17 -1.4%
92 HONEYWELL AEROSPACE INC 5,928.0 $1.3M 0.09% NEW $221.08
93 ACWX ISHARES TR 16,760.0 $1.3M 0.09% -200.0 -1.2% $76.11 +2.4%
94 VEU VANGUARD INTL EQUITY INDEX F 15,160.0 $1.3M 0.09% -240.0 -1.6% $83.75 +2.3%
95 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 17,811.0 $1.1M 0.08% $64.01 +16.9%
96 VRT VERTIV HOLDINGS CO Industrials 2,861.0 $958K 0.06% $334.82 -21.8%
97 VUG VANGUARD INDEX FDS 10,171.0 $876K 0.06% +8K +499.0% $86.14 +1.6%
98 NEBIUS GROUP N.V. 3,053.0 $843K 0.06% NEW $276.17
99 EWY ISHARES INC 3,587.0 $724K 0.05% -1K -24.4% $201.90 -11.7%
100 SPY STATE STR SPDR S&P 500 ETF T Financial Services 870.0 $650K 0.04% $746.77 +2.5%
Page 5 of 6  ·  115 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 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%