Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Perennial Advisors, LLC (CIK 1697360) reported $587.2M across 122 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($31.1M, 5.30%), MSFT ($27.9M, 4.74%), GOOG ($25.8M, 4.40%), BRK/A ($23.7M, 4.04%), NVDA ($23.0M, 3.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $31.1M | 5.30% | 122,546 | Added |
| 2 | MSFT | MICROSOFT CORP | $27.9M | 4.74% | 75,275 | Added |
| 3 | GOOG | ALPHABET INC | $25.8M | 4.40% | 90,016 | Trimmed |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $23.7M | 4.04% | 33 | Hold |
| 5 | NVDA | NVIDIA CORPORATION | $23.0M | 3.91% | 131,825 | Trimmed |
| 6 | APH | AMPHENOL CORP | $21.3M | 3.63% | 168,622 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $18.9M | 3.21% | 90,516 | Added |
| 8 | GLD | SPDR GOLD TR | $18.7M | 3.18% | 43,388 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $16.5M | 2.81% | 56,156 | Trimmed |
| 10 | AXP | AMERICAN EXPRESS CO | $14.7M | 2.50% | 48,626 | Trimmed |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $13.5M | 2.29% | 13,502 | Added |
| 12 | MA | MASTERCARD INCORPORATED | $12.6M | 2.14% | 25,160 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $11.9M | 2.03% | 48,792 | Trimmed |
| 14 | V | VISA INC | $11.7M | 1.99% | 38,569 | Added |
| 15 | JPST | J P MORGAN EXCHANGE TRADED F | $11.0M | 1.87% | 217,043 | Added |
| 16 | KKR | KKR & CO INC | $10.7M | 1.83% | 116,084 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $10.7M | 1.82% | 16,412 | Added |
| 18 | CSCO | CISCO SYS INC | $10.4M | 1.77% | 133,588 | Trimmed |
| 19 | HON | HONEYWELL INTL INC | $9.9M | 1.69% | 43,870 | Trimmed |
| 20 | META | META PLATFORMS INC | $9.7M | 1.65% | 16,916 | Trimmed |
| 21 | FDX | FEDEX CORP | $9.6M | 1.63% | 26,839 | Trimmed |
| 22 | FLOT | ISHARES TR | $9.1M | 1.55% | 178,909 | Added |
| 23 | UNP | UNION PAC CORP | $8.9M | 1.52% | 36,757 | Added |
| 24 | MCD | MCDONALDS CORP | $8.8M | 1.49% | 28,235 | Added |
| 25 | GD | GENERAL DYNAMICS CORP | $8.7M | 1.48% | 25,330 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31