PETREDIS INVESTMENT ADVISORS LLC

All 13F Filings

Location
Warrendale, PA
Most recent 13F
Q1 2026
Holdings value ($000)
1,223,115
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/16/2026 108 1,223,115 13F-HR PETREDIS INVESTMENT ADVISORS LLC
Q4 2025 1/14/2026 112 1,276,652 13F-HR PETREDIS INVESTMENT ADVISORS LLC
Q3 2025 10/15/2025 113 1,246,905 13F-HR PETREDIS INVESTMENT ADVISORS LLC
Q2 2025 7/11/2025 103 1,141,864 13F-HR PETREDIS INVESTMENT ADVISORS LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 1.221 K (0.1% of total reported value) · QoQ Δ: -85
Type Value ($000) Share % Inflow Outflow Net
Stocks 684 K 56.0% 0 477.7 K -477.7 K
ETFs 537.9 K 44.0% 424.3 K 0 424.3 K
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Fund Snapshot

Q1 2026
Latest filed
4/16/2026
Total value ($000)
1,223,115
Holdings
108
QoQ value change ($000)
-53,537 (-4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.