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Petredis Investment Advisors LLC 13F Filings, Portfolio & Analysis

CIK: 0001964544
Warrendale 100 Pinewood Lane Suite 307
Zip Code: 15086
Latest Portfolio Value
$1.49 B
+21.42%
Total Holdings
115
7
Latest Report Date
Q2 2026
Top 10 Concentration
49.34%

Petredis Investment Advisors LLC — Portfolio Overview & Company Profile

Petredis Investment Advisors LLC (CIK: 0001964544) is a financial institution headquartered at 100 Pinewood Lane, Suite 307, Warrendale, Pennsylvania 15086. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $1.49 B, comprising 115 distinct securities. Over its filing history, it has submitted 20 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 49.3%. Quarterly turnover: 0.8%. ▲ 8 new, +43 added, −51 reduced, ×1 exited.

Portfolio Summary (Q2 2026)

Top Buys

Q2 2026

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
+21.43%
$1.48 B 99.91%
Options
+14.73%
$1.4 M 0.09%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
1.37 M $120.58 M 8.12% ▲ 1,096,494 Add 398.5%
2 M $107.33 M 7.23% ▼ 4,392 Reduce -0.2%
428,928 $85.82 M 5.78% ▼ 255 Reduce -0.1%
66,285 $76.51 M 5.15% ▼ 4,459 Reduce -6.3%
881,443 $62.8 M 4.23% ▲ 5,397 Add 0.6%
168,644 $60.27 M 4.06% ▼ 999 Reduce -0.6%
366,159 $59.85 M 4.03% ▼ 1,269 Reduce -0.4%
205,446 $59.45 M 4.00% ▼ 185 Reduce -0.1%
277,210 $52.81 M 3.56% ▼ 2,250 Reduce -0.8%
564,186 $46.61 M 3.14% ▲ 470,669 Add 503.3%

Historical Portfolio Charts