Perennial Advisors, LLC — 13F holdings
Perennial Advisors, LLC reported 140 holdings worth $669M in its 13F filing for Q3 2026, filed October 13, 2026.
Largest positions
- AAPL APPLE INC — $40.0M (6.0%)
- MSFT MICROSOFT CORP — $37.9M (5.7%)
- GOOG ALPHABET INC — $30.2M (4.5%)
- NVDA NVIDIA CORPORATION — $28.9M (4.3%)
- APH AMPHENOL CORP NEW — $25.8M (3.9%)
- BRK.A BERKSHIRE HATHAWAY INC DEL — $24.7M (3.7%)
- AMZN AMAZON COM INC — $22.5M (3.4%)
- JPM JPMorgan Chase & Co. — $17.5M (2.6%)
- GLD SPDR GOLD TR — $17.4M (2.6%)
- SPYM SPDR SERIES TRUST — $14.7M (2.2%)