Perennial Advisors, LLC
Perennial Advisors, LLC reported 136 positions worth $649.2M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: AAPL (5.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $35.2M | 5.42% | 121,530 | — | — | |
| ▸ 2 | GOOG | SH | $31.4M | 4.84% | 88,966 | — | — | |
| ▸ 3 | MSFT | SH | $28.1M | 4.33% | 75,347 | — | — | |
| ▸ 4 | APH | SH | $27.6M | 4.25% | 156,471 | — | — | |
| ▸ 5 | NVDA | SH | $25.8M | 3.98% | 129,063 | — | — | |
| ▸ 6 | BRK-A | SH | $24.7M | 3.81% | 33 | — | — | |
| ▸ 7 | AMZN | SH | $21.7M | 3.34% | 90,903 | — | — | |
| ▸ 8 | JPM | SH | $17.8M | 2.74% | 54,419 | — | — | |
| ▸ 9 | GLD | SH | $17.2M | 2.64% | 46,582 | — | — | |
| ▸ 10 | AXP | SH | $16.3M | 2.51% | 48,090 | — | — |
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Frequently Asked Questions
What stocks does Perennial Advisors, LLC hold as of Q2 2026?
Perennial Advisors, LLC reported 136 positions worth $649.2M in its Q2 2026 13F filing. Largest positions: AAPL (5.4%), GOOG (4.8%), MSFT (4.3%), APH (4.2%) and NVDA (4.0%).
What did Perennial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Perennial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.