§ 13F · FUND PROFILE
Perennial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $538.3T (13F)Positions · 123Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$596.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 74K | $35.9T | 6.0% | NEW |
| 2 | AAPL | APPLE INC | 122K | $33.2T | 5.6% | NEW |
| 3 | GOOG | ALPHABET INC | 91K | $28.5T | 4.8% | NEW |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 33 | $24.9T | 4.2% | NEW |
| 5 | NVDA | NVIDIA CORPORATION | 133K | $24.8T | 4.2% | NEW |
| 6 | APH | AMPHENOL CORP NEW | 174K | $23.5T | 3.9% | NEW |
| 7 | AMZN | AMAZON COM INC | 89K | $20.5T | 3.4% | NEW |
| 8 | JPM | JPMORGAN CHASE & CO. | 57K | $18.2T | 3.1% | NEW |
| 9 | AXP | AMERICAN EXPRESS CO | 49K | $18.0T | 3.0% | NEW |
| 10 | GLD | SPDR GOLD TR | 43K | $17.2T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PERENNIAL SIGNAL
AC read
Perennial Advisors, LLC is a Other fund managing $538296.5 trillion in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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