Petredis Investment Advisors LLC

Petredis Investment Advisors LLC reported 115 holdings worth US$1.49B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 20, 2026

Petredis Investment Advisors LLC reported 115 holdings worth US$1.49B as of Jun 30, 2026. Largest: Nvidia Corporation, Micron Technology, Inc. and Alphabet Inc (google) Class C. Filed Jul 20, 2026 (Form 13F).

Holdings
115
Value as reported
US$1.49B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation429KUS$85.8M5.8%
Micron Technology, Inc.66,285US$76.5M5.2%
Alphabet Inc (google) Class C190KUS$67.9M4.6%
Apple Inc205KUS$59.4M4.0%
Microsoft Corp.122KUS$45.5M3.1%
Amazon.com, Inc.170KUS$40.6M2.7%
Broadcom Inc.76,224US$28.8M1.9%
Meta Platforms, Inc.45,459US$25.6M1.7%
Applied Materials, Inc.35,047US$25.3M1.7%
Advanced Micro Devices Inc38,821US$22.6M1.5%
Amphenol Corporation90,614US$16M1.1%
Ge Aerospace42,677US$15.9M1.1%
Ge Vernova Inc.13,343US$15.7M1.1%
Tesla, Inc.35,192US$14.8M1.00%
Eli Lilly And Company11,273US$13.5M0.91%
Unitedhealth Group Incorporated30,468US$12.7M0.85%
Valero Energy Corporation48,381US$12.6M0.85%
Costco Wholesale Corporation12,832US$12M0.81%
Bloom Energy Corporation31,822US$9.63M0.65%
Home Depot, Inc. (the)27,194US$9.59M0.65%
Johnson & Johnson37,247US$9.46M0.64%
Coherent Corp.22,610US$8.92M0.60%
Tjx Companies, Inc. (the)54,846US$8.31M0.56%
Caterpillar, Inc.7,719US$8.22M0.55%
Exxon Mobil Corporation58,260US$7.97M0.54%
Crowdstrike Holdings, Inc.10,222US$7.8M0.53%
Fastenal Company159KUS$7.63M0.51%
Visa Inc.21,946US$7.53M0.51%
Ametek, Inc.30,980US$7.5M0.50%
Cisco Systems, Inc.62,621US$7.36M0.50%
Marriott International16,711US$6.19M0.42%
Eog Resources, Inc.47,300US$6.14M0.41%
Chevron Corporation35,358US$5.86M0.39%
Taiwan Semiconductor Manufacturing Co., Ltd.11,958US$5.71M0.38%
Netflix, Inc.78,984US$5.64M0.38%
Abbvie Inc.21,382US$5.38M0.36%
Bhp Group Ltd63,738US$5.31M0.36%
Merck & Company, Inc.39,226US$5.04M0.34%
Lockheed Martin Corporation9,557US$4.87M0.33%
Procter & Gamble Company (the)32,734US$4.8M0.32%
Palo Alto Networks, Inc.13,923US$4.75M0.32%
Intuitive Surgical, Inc.11,599US$4.61M0.31%
Mercadolibre, Inc.2,603US$4.42M0.30%
Mastercard Incorporated8,568US$4.4M0.30%
Boeing Company (the)20,168US$4.37M0.29%
Deere & Company6,778US$4.3M0.29%
Texas Instruments Incorporated12,609US$3.76M0.25%
Mckesson Corporation4,865US$3.68M0.25%
Rtx Corporation18,886US$3.58M0.24%
Thermo Fisher Scientific Inc7,015US$3.52M0.24%
Booking Holdings Inc. Common Stock19,120US$3.41M0.23%
Abbott Laboratories37,058US$3.36M0.23%
Csx Corporation65,991US$3.14M0.21%
Servicenow, Inc.31,472US$3.12M0.21%
Salesforce, Inc.19,621US$3.07M0.21%
Nu Holdings Ltd.218KUS$2.91M0.20%
Qualcomm Incorporated15,087US$2.79M0.19%
Autozone, Inc.766US$2.45M0.16%
Walt Disney Company (the)23,857US$2.3M0.15%
Automatic Data Processing, Inc.10,235US$2.29M0.15%
Danaher Corporation10,507US$2M0.13%
Ge Healthcare Technologies Inc.17,811US$1.14M0.08%
Vertiv Holdings, Llc2,861US$958K0.06%
Wolfspeed, Inc.12,100US$584K0.04%
Oracle Corporation2,914US$427K0.03%
Amgen Inc.1,040US$377K0.03%
Berkshire Hathaway Inc.675US$338K0.02%
Expedia Group, Inc.1,305US$334K0.02%
Shopify Inc.2,625US$300K0.02%
Arista Networks, Inc.1,734US$295K0.02%
Applovin Corporation526US$271K0.02%
Comfort Systems Usa, Inc.126US$250K0.02%
Jp Morgan Chase & Co.760US$249K0.02%
Celestica Inc.619US$226K0.02%
Honeywell International Inc.0US$00.00%
Intuit Inc.0US$00.00%

Source

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