StockDriftsStockDriftsTop 50 Perennial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.42% | 121.5K | $35.2M | -0.83%(-1.02K) | $50.40(+505.87%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.84% | 89.0K | $31.4M | -1.17%(-1.05K) | $70.34(+387.16%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.33% | 75.3K | $28.1M | +0.10%(+72) | $152.25(+219.27%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 4.25% | 156.5K | $27.6M | -7.21%(-12.15K) | $22.85(+636.25%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.98% | 129.1K | $25.8M | -2.10%(-2.76K) | $26.63(+749.04%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.81% | 33 | $24.7M | +0.00%(+0) | $739681.00(+1.04%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.34% | 90.9K | $21.7M | +0.43%(+387) | $94.05(+179.14%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.74% | 54.4K | $17.8M | -3.09%(-1.74K) | $99.44(+266.78%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 2.64% | 46.6K | $17.2M | +7.36%(+3.19K) | $173.68(+132.72%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 2.51% | 48.1K | $16.3M | -1.10%(-536) | $78.19(+334.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.37% | +61.67% | +8.88% | +53.00% |
| Top 20 Holdings Unweighted | +17.20% | +60.97% | +8.49% | +50.30% |
Perennial Advisors, LLC reports $649.22M in US-listed equity holdings across 136 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.4%), GOOG (4.8%) and MSFT (4.3%). The top 20 holdings account for 56.93% of reported assets. Its disclosed equity book has returned +61.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Perennial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697360). View Perennial Advisors, LLC’s 13F filings on SEC