Petredis Investment Advisors

Petredis Investment Advisors as of March 31, 2026

Portfolio Holdings for Petredis Investment Advisors

Petredis Investment Advisors holds 107 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Grwth Ind (MGK) 8.3 $101M 275k 367.44
Select Sector Spdr Tr State Street Fin (XLF) 8.1 $99M 2.0M 49.37
NVIDIA Corporation (NVDA) 6.2 $76M 436k 174.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.6 $56M 876k 64.08
Vanguard World Mega Cap Val Etf (MGV) 4.4 $53M 367k 144.95
Apple (AAPL) 4.3 $52M 206k 253.79
Alphabet Cap Stk Cl A (GOOGL) 4.0 $49M 170k 287.56
Microsoft Corporation (MSFT) 3.7 $45M 122k 370.17
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 3.1 $38M 94k 407.69
Select Sector Spdr Tr State Street Tec (XLK) 3.0 $37M 280k 132.90
Amazon (AMZN) 2.9 $35M 170k 208.27
Meta Platforms Cl A (META) 2.1 $26M 45k 572.13
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 2.0 $25M 123k 203.79
Micron Technology (MU) 2.0 $24M 71k 337.84
Broadcom (AVGO) 1.9 $24M 76k 309.51
Vaneck Etf Trust Semiconductr Etf (SMH) 1.4 $18M 46k 383.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $17M 310k 54.05
Select Sector Spdr Tr State Street Com (XLC) 1.3 $16M 147k 110.86
Capital Group New Geography SHS (CGNG) 1.3 $16M 501k 31.57
Tesla Motors (TSLA) 1.1 $13M 35k 371.75
Costco Wholesale Corporation (COST) 1.0 $13M 13k 996.43
Ge Aerospace Com New (GE) 1.0 $12M 43k 283.77
Applied Materials (AMAT) 1.0 $12M 35k 341.79
Valero Energy Corporation (VLO) 1.0 $12M 48k 247.08
Ge Vernova (GEV) 1.0 $12M 13k 872.90
Select Sector Spdr Tr State Street Con (XLY) 0.9 $12M 106k 108.98
Amphenol Corp Cl A (APH) 0.9 $11M 91k 126.35
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $11M 39k 287.18
Select Sector Spdr Tr State Street Hea (XLV) 0.9 $11M 76k 146.61
Eli Lilly & Co. (LLY) 0.8 $10M 11k 919.77
Vanguard Index Fds Small Cp Etf (VB) 0.8 $10M 39k 261.92
Exxon Mobil Corporation (XOM) 0.8 $9.9M 58k 169.66
Johnson & Johnson (JNJ) 0.7 $9.1M 37k 244.44
Home Depot (HD) 0.7 $8.9M 27k 328.89
TJX Companies (TJX) 0.7 $8.8M 55k 159.70
UnitedHealth (UNH) 0.7 $8.3M 31k 270.59
Advanced Micro Devices (AMD) 0.6 $7.9M 39k 203.43
Netflix (NFLX) 0.6 $7.6M 79k 96.15
Fastenal Company (FAST) 0.6 $7.4M 159k 46.40
Chevron Corporation (CVX) 0.6 $7.3M 35k 206.90
Spdr Series Trust State Street Spd (XBI) 0.6 $6.9M 54k 127.73
EOG Resources (EOG) 0.6 $6.8M 47k 144.57
Ametek (AME) 0.5 $6.6M 31k 214.36
Visa Com Cl A (V) 0.5 $6.6M 22k 302.24
Alphabet Cap Stk Cl C (GOOG) 0.5 $6.2M 22k 286.86
Lockheed Martin Corporation (LMT) 0.5 $5.8M 9.6k 604.39
Select Sector Spdr Tr State Street Ind (XLI) 0.5 $5.6M 35k 161.73
Caterpillar (CAT) 0.4 $5.5M 7.7k 708.46
Marriott Intl Cl A (MAR) 0.4 $5.5M 17k 327.07
Coherent Corp (COHR) 0.4 $5.4M 23k 238.21
Intuitive Surgical Com New (ISRG) 0.4 $5.3M 12k 460.99
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.4 $5.0M 193k 25.79
Cisco Systems (CSCO) 0.4 $4.9M 63k 77.59
MercadoLibre (MELI) 0.4 $4.8M 2.8k 1729.02
Procter & Gamble Company (PG) 0.4 $4.7M 33k 144.44
Merck & Co (MRK) 0.4 $4.7M 39k 120.29
Bhp Billiton Sponsored Ads (BHP) 0.4 $4.6M 64k 72.74
Abbvie (ABBV) 0.4 $4.6M 21k 217.49
Mastercard Incorporated Cl A (MA) 0.4 $4.3M 8.6k 499.66
Bloom Energy Corp Com Cl A (BE) 0.3 $4.3M 32k 135.49
McKesson Corporation (MCK) 0.3 $4.2M 4.9k 865.36
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.3 $4.2M 154k 27.15
Boeing Company (BA) 0.3 $4.0M 20k 199.03
Crowdstrike Hldgs Cl A (CRWD) 0.3 $4.0M 10k 390.41
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $4.0M 12k 337.95
Deere & Company (DE) 0.3 $3.8M 6.8k 563.30
Abbott Laboratories (ABT) 0.3 $3.8M 37k 102.67
salesforce (CRM) 0.3 $3.7M 20k 186.67
Raytheon Technologies Corp (RTX) 0.3 $3.6M 19k 192.90
Thermo Fisher Scientific (TMO) 0.3 $3.5M 7.0k 491.53
Linde SHS (LIN) 0.3 $3.3M 6.7k 495.76
Booking Holdings (BKNG) 0.3 $3.3M 785.00 4210.32
Servicenow (NOW) 0.3 $3.3M 32k 104.55
Nu Hldgs Ord Shs Cl A (NU) 0.3 $3.1M 218k 14.37
Honeywell International (HON) 0.2 $2.7M 12k 226.03
CSX Corporation (CSX) 0.2 $2.7M 66k 41.05
AutoZone (AZO) 0.2 $2.6M 762.00 3377.78
Texas Instruments Incorporated (TXN) 0.2 $2.4M 13k 194.14
Walt Disney Company (DIS) 0.2 $2.3M 24k 96.38
Medtronic SHS (MDT) 0.2 $2.3M 26k 86.65
Palo Alto Networks (PANW) 0.2 $2.2M 14k 160.32
Automatic Data Processing (ADP) 0.2 $2.1M 10k 203.18
Danaher Corporation (DHR) 0.2 $2.0M 11k 189.60
Qualcomm (QCOM) 0.2 $1.9M 15k 128.78
Intuit (INTU) 0.1 $1.8M 4.2k 432.38
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $1.5M 30k 50.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.3M 2.2k 597.55
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.3M 3.7k 356.56
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $1.3M 18k 71.18
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $1.2M 17k 68.47
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.2M 15k 75.10
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.2M 2.7k 426.40
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $996k 38k 26.28
Vanguard Index Fds Growth Etf (VUG) 0.1 $742k 1.7k 436.81
Vertiv Holdings Com Cl A (VRT) 0.1 $717k 2.9k 250.58
Ishares Msci Sth Kor Etf (EWY) 0.0 $584k 4.7k 123.01
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $566k 870.00 650.34
Vanguard World Financials Etf (VFH) 0.0 $545k 4.5k 120.81
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $485k 2.3k 213.67
Amgen (AMGN) 0.0 $419k 1.2k 351.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $324k 675.00 479.20
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $311k 2.6k 118.62
Expedia Group Com New (EXPE) 0.0 $301k 1.3k 230.89
Oracle Corporation (ORCL) 0.0 $258k 1.8k 147.11
JPMorgan Chase & Co. (JPM) 0.0 $220k 748.00 294.16
Arista Networks Com Shs (ANET) 0.0 $213k 1.7k 122.78
Applovin Corp Com Cl A (APP) 0.0 $209k 526.00 398.00