Perennial Investment Advisors, LLC
Perennial Investment Advisors, LLC reported 585 positions worth $1.51B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NVDA (4.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $64.7M | 4.30% | 323,551 | — | — | |
| ▸ 2 | SPYG | SH | $59.0M | 3.92% | 496,052 | — | — | |
| ▸ 3 | QUS | SH | $56.2M | 3.74% | 300,970 | — | — | |
| ▸ 4 | SPHQ | SH | $53.3M | 3.54% | 591,843 | — | — | |
| ▸ 5 | IWY | SH | $51.1M | 3.39% | 175,672 | — | — | |
| ▸ 6 | SPYV | SH | $49.4M | 3.28% | 813,155 | — | — | |
| ▸ 7 | AAPL | SH | $49.0M | 3.25% | 169,271 | — | — | |
| ▸ 8 | RDVY | SH | $44.9M | 2.99% | 554,406 | — | — | |
| ▸ 9 | TSLA | SH | $39.5M | 2.62% | 93,847 | — | — | |
| ▸ 10 | SPYM | SH | $36.6M | 2.43% | 416,925 | — | — |
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Frequently Asked Questions
What stocks does Perennial Investment Advisors, LLC hold as of Q2 2026?
Perennial Investment Advisors, LLC reported 585 positions worth $1.51B in its Q2 2026 13F filing. Largest positions: NVDA (4.3%), SPYG (3.9%), QUS (3.7%), SPHQ (3.5%) and IWY (3.4%).
What did Perennial Investment Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Perennial Investment 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.