StockDriftsStockDriftsTop 50 Perennial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.3% | 122.5K | $31.1M | +0.47%(+568) | $51.98(+446.72%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.74% | 75.3K | $27.9M | +1.29%(+957) | $152.04(+170.57%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.4% | 90.0K | $25.8M | -0.74%(-668) | $70.34(+446.34%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4.04% | 33 | $23.7M | +0.00%(+0) | $739681.00(-5.37%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.91% | 131.8K | $23.0M | -0.85%(-1.12K) | $26.63(+638.00%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 3.63% | 168.6K | $21.3M | -3.10%(-5.39K) | $22.85(+498.22%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.21% | 90.5K | $18.9M | +1.76%(+1.57K) | $93.51(+192.52%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.18% | 43.4K | $18.7M | -0.11%(-49) | $151.40(+176.27%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.81% | 56.2K | $16.5M | -0.71%(-399) | $99.44(+211.15%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 2.5% | 48.6K | $14.7M | -0.20%(-98) | $91.63(+244.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.23% | +52.99% |
| Top 20 Holdings Unweighted | +15.08% | +52.42% |
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