StockDriftsStockDriftsTop 50 Perennial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.98% | 120.2K | $40.0M | -1.06%(-1.28K) | $50.40(+580.39%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.66% | 73.9K | $37.9M | -1.96%(-1.48K) | $152.25(+250.43%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 4.51% | 88.6K | $30.2M | -0.36%(-319) | $70.34(+383.62%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.32% | 126.7K | $28.9M | -1.79%(-2.31K) | $26.63(+715.33%) | 2026-09-30 | |
| APH | AMPHENOL CORP | 3.86% | 306.3K | $25.8M | -2.12%(-6.64K) | $22.85(+251.34%) | 2026-09-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.68% | 33 | $24.7M | +0.00%(+0) | $739681.00(+7.98%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.37% | 90.4K | $22.5M | -0.53%(-483) | $94.05(+179.05%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.62% | 53.0K | $17.5M | -2.64%(-1.44K) | $99.44(+235.41%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 2.6% | 45.6K | $17.4M | -2.01%(-936) | $173.68(+118.62%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 2.2% | 164.1K | $14.7M | +17.03%(+23.88K) | $77.76(+16.03%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.75% | +51.10% | +7.60% | +44.25% |
| Top 20 Holdings Unweighted | +14.38% | +49.65% | +7.16% | +41.32% |
Perennial Advisors LLC reports $669.38M in US-listed equity holdings across 137 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.0%), MSFT (5.7%) and GOOG (4.5%). The top 20 holdings account for 57.24% of reported assets. Its disclosed equity book has returned +51.10% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Perennial Advisors LLC, compare funds side by side, and get alerts the moment positions change.
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