PETREDIS INVESTMENT ADVISORS LLC
•CIK: 1964544•Filing: Q4 2025
**PETREDIS INVESTMENT ADVISORS LLC** manages $1.3B across a diversified portfolio of 111 positions. The fund exhibits a significant allocation to technology and financial sectors, highlighted by top holdings including MGK at $113.2M and XLF at $105.2M. Further concentration is evident in mega-cap technology names, with NVDA ($79.3M), MSFT ($59.8M), and AAPL ($56.4M) representing core components. This structure suggests a tactical, growth-oriented mandate emphasizing market leaders across multiple indices.
Total AUM
$1.3B
QoQ Performance
+2.4%
Positions
94
Top 10 Concentration
51.4%
Latest Filing
Q4 2025
Top Holdings Allocation
MGK
XLF
NVDA
MGK8.9%
XLF8.3%
NVDA6.2%
MSFT4.7%
AAPL4.4%
GOOGL4.4%
VEA4.2%
MGV4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.9%
Technology26.8%
Consumer6.8%
Healthcare4.2%
Industrial2.5%
Energy1.6%
Financial1.0%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑11 increased
↓80 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023