§ 13F · FUND PROFILE
Perennial Advisors, LLC.
AUM · $649M (13F)Positions · 138Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 122K | $35M | 5.4% | −1% |
| 2 | GOOG | ALPHABET INC | 89K | $31M | 4.8% | −1% |
| 3 | MSFT | MICROSOFT CORP | 75K | $28M | 4.3% | ±0% |
| 4 | APH | AMPHENOL CORP | 156K | $28M | 4.2% | −7% |
| 5 | NVDA | NVIDIA CORPORATION | 129K | $26M | 4.0% | −2% |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 33 | $25M | 3.8% | ±0% |
| 7 | AMZN | AMAZON COM INC | 91K | $22M | 3.3% | ±0% |
| 8 | JPM | JPMORGAN CHASE & CO | 54K | $18M | 2.7% | −3% |
| 9 | GLD | SPDR GOLD TR | 47K | $17M | 2.6% | +7% |
| 10 | AXP | AMERICAN EXPRESS CO | 48K | $16M | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PERENNIAL SIGNAL
AC read
Perennial Advisors, LLC is a Other fund managing $649 million in assets. The fund runs a portfolio of 138 positions.
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