Petredis Investment Advisors as of Dec. 31, 2025
Portfolio Holdings for Petredis Investment Advisors
Petredis Investment Advisors holds 111 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard World Mega Grwth Ind (MGK) | 8.9 | $113M | 274k | 412.77 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 8.2 | $105M | 1.9M | 54.77 | |
| NVIDIA Corporation (NVDA) | 6.3 | $81M | 432k | 186.50 | |
| Microsoft Corporation (MSFT) | 4.7 | $60M | 124k | 483.62 | |
| Apple (AAPL) | 4.4 | $56M | 207k | 271.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $56M | 179k | 313.00 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.2 | $53M | 853k | 62.47 | |
| Vanguard World Mega Cap Val Etf (MGV) | 4.0 | $51M | 364k | 141.16 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 3.2 | $41M | 93k | 444.59 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 3.1 | $40M | 279k | 143.97 | |
| Amazon (AMZN) | 3.0 | $39M | 169k | 230.82 | |
| Meta Platforms Cl A (META) | 2.4 | $30M | 46k | 660.09 | |
| Broadcom (AVGO) | 2.1 | $27M | 77k | 346.10 | |
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 2.0 | $25M | 123k | 204.85 | |
| Micron Technology (MU) | 1.8 | $23M | 79k | 285.41 | |
| Select Sector Spdr Tr State Street Com (XLC) | 1.3 | $17M | 146k | 117.72 | |
| Ge Aerospace Com New (GE) | 1.3 | $17M | 53k | 308.03 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $16M | 306k | 53.76 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.3 | $16M | 45k | 360.13 | |
| Tesla Motors (TSLA) | 1.2 | $16M | 35k | 449.72 | |
| Capital Group New Geography SHS (CGNG) | 1.2 | $16M | 487k | 31.93 | |
| Select Sector Spdr Tr State Street Con (XLY) | 1.0 | $13M | 106k | 119.41 | |
| Amphenol Corp Cl A (APH) | 1.0 | $12M | 91k | 135.14 | |
| Eli Lilly & Co. (LLY) | 1.0 | $12M | 11k | 1074.68 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.9 | $12M | 75k | 154.80 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $11M | 39k | 290.22 | |
| Costco Wholesale Corporation (COST) | 0.9 | $11M | 13k | 862.34 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $10M | 39k | 257.95 | |
| UnitedHealth (UNH) | 0.8 | $10M | 31k | 330.11 | |
| Home Depot (HD) | 0.7 | $9.4M | 27k | 344.10 | |
| Applied Materials (AMAT) | 0.7 | $8.9M | 35k | 256.99 | |
| Ge Vernova (GEV) | 0.7 | $8.8M | 14k | 653.57 | |
| TJX Companies (TJX) | 0.7 | $8.5M | 55k | 153.61 | |
| Advanced Micro Devices (AMD) | 0.7 | $8.4M | 39k | 214.16 | |
| Valero Energy Corporation (VLO) | 0.6 | $7.9M | 49k | 162.79 | |
| Johnson & Johnson (JNJ) | 0.6 | $7.8M | 38k | 206.95 | |
| Visa Com Cl A (V) | 0.6 | $7.8M | 22k | 350.71 | |
| Netflix (NFLX) | 0.6 | $7.5M | 80k | 93.76 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $7.1M | 59k | 120.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $6.9M | 22k | 313.80 | |
| Spdr Series Trust State Street Spd (XBI) | 0.5 | $6.6M | 54k | 121.93 | |
| Intuitive Surgical Com New (ISRG) | 0.5 | $6.6M | 12k | 566.36 | |
| Fastenal Company (FAST) | 0.5 | $6.4M | 160k | 40.13 | |
| Ametek (AME) | 0.5 | $6.4M | 31k | 205.31 | |
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.4 | $5.5M | 210k | 26.01 | |
| Chevron Corporation (CVX) | 0.4 | $5.4M | 36k | 152.41 | |
| salesforce (CRM) | 0.4 | $5.2M | 20k | 264.91 | |
| Marriott Intl Cl A (MAR) | 0.4 | $5.2M | 17k | 310.24 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 0.4 | $5.2M | 34k | 155.12 | |
| MercadoLibre (MELI) | 0.4 | $5.1M | 2.5k | 2014.26 | |
| EOG Resources (EOG) | 0.4 | $5.0M | 48k | 105.01 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $4.9M | 8.6k | 570.88 | |
| Servicenow (NOW) | 0.4 | $4.9M | 32k | 153.19 | |
| Abbvie (ABBV) | 0.4 | $4.9M | 22k | 228.49 | |
| Cisco Systems (CSCO) | 0.4 | $4.9M | 63k | 77.03 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $4.8M | 10k | 468.76 | |
| Procter & Gamble Company (PG) | 0.4 | $4.7M | 33k | 143.31 | |
| Abbott Laboratories (ABT) | 0.4 | $4.7M | 37k | 125.29 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $4.7M | 9.7k | 483.67 | |
| Caterpillar (CAT) | 0.4 | $4.5M | 7.8k | 572.87 | |
| Boeing Company (BA) | 0.3 | $4.4M | 20k | 217.12 | |
| Booking Holdings (BKNG) | 0.3 | $4.3M | 805.00 | 5355.33 | |
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.3 | $4.2M | 154k | 27.38 | |
| Merck & Co (MRK) | 0.3 | $4.2M | 40k | 105.26 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $4.1M | 7.1k | 579.45 | |
| McKesson Corporation (MCK) | 0.3 | $4.0M | 4.9k | 820.29 | |
| Coherent Corp (COHR) | 0.3 | $3.9M | 21k | 184.57 | |
| Bhp Group Sponsored Ads (BHP) | 0.3 | $3.9M | 64k | 60.37 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.3 | $3.6M | 214k | 16.74 | |
| Linde SHS (LIN) | 0.2 | $2.9M | 6.8k | 426.39 | |
| Intuit (INTU) | 0.2 | $2.8M | 4.2k | 662.42 | |
| Walt Disney Company (DIS) | 0.2 | $2.7M | 24k | 113.77 | |
| Automatic Data Processing (ADP) | 0.2 | $2.7M | 10k | 257.23 | |
| Qualcomm (QCOM) | 0.2 | $2.6M | 15k | 171.05 | |
| Palo Alto Networks (PANW) | 0.2 | $2.6M | 14k | 184.20 | |
| AutoZone (AZO) | 0.2 | $2.6M | 759.00 | 3391.50 | |
| Medtronic SHS (MDT) | 0.2 | $2.5M | 27k | 96.06 | |
| Danaher Corporation (DHR) | 0.2 | $2.4M | 11k | 228.92 | |
| CSX Corporation (CSX) | 0.2 | $2.4M | 67k | 36.25 | |
| Honeywell International (HON) | 0.2 | $2.4M | 12k | 195.09 | |
| Canadian Natl Ry (CNI) | 0.2 | $2.2M | 23k | 98.85 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $2.2M | 13k | 173.49 | |
| SYSCO Corporation (SYY) | 0.2 | $2.1M | 28k | 73.69 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.7M | 34k | 50.59 | |
| Becton, Dickinson and (BDX) | 0.1 | $1.6M | 8.4k | 194.07 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.6M | 19k | 84.21 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $1.5M | 18k | 82.02 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.4M | 3.7k | 373.44 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.4M | 2.2k | 627.13 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.3M | 2.7k | 473.30 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $1.2M | 18k | 67.13 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.1M | 15k | 73.56 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $845k | 1.7k | 487.88 | |
| Vanguard World Financials Etf (VFH) | 0.0 | $602k | 4.5k | 133.49 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $593k | 870.00 | 681.92 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $477k | 2.3k | 210.34 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $464k | 2.9k | 162.01 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $423k | 2.6k | 160.97 | |
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $418k | 4.3k | 97.22 | |
| Amgen (AMGN) | 0.0 | $395k | 1.2k | 327.31 | |
| Expedia Group Com New (EXPE) | 0.0 | $358k | 1.3k | 283.31 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $354k | 526.00 | 673.82 | |
| Oracle Corporation (ORCL) | 0.0 | $347k | 1.8k | 194.91 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $339k | 675.00 | 502.65 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $322k | 1.1k | 303.89 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $241k | 748.00 | 322.22 | |
| Oklo Com Cl A (OKLO) | 0.0 | $234k | 3.3k | 71.76 | |
| Arista Networks Com Shs (ANET) | 0.0 | $228k | 1.7k | 131.03 | |
| Axon Enterprise (AXON) | 0.0 | $218k | 384.00 | 567.93 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $211k | 1.9k | 113.10 | |
| Celestica (CLS) | 0.0 | $203k | 685.00 | 295.61 |