§ 13F · FUND PROFILE
Perennial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $538M (13F)Positions · 123Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 123K | $31M | 5.3% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 75K | $28M | 4.7% | +1% |
| 3 | GOOG | ALPHABET INC | 90K | $26M | 4.4% | −1% |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 33 | $24M | 4.0% | ±0% |
| 5 | NVDA | NVIDIA CORPORATION | 132K | $23M | 3.9% | −1% |
| 6 | APH | AMPHENOL CORP | 169K | $21M | 3.6% | −3% |
| 7 | AMZN | AMAZON COM INC | 91K | $19M | 3.2% | +2% |
| 8 | GLD | SPDR GOLD TR | 43K | $19M | 3.2% | ±0% |
| 9 | JPM | JPMORGAN CHASE & CO | 56K | $17M | 2.8% | −1% |
| 10 | AXP | AMERICAN EXPRESS CO | 49K | $15M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PERENNIAL SIGNAL
AC read
Perennial Advisors, LLC is a Other fund managing $538 million in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed