StockDriftsStockDriftsTop 50 Perennial Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.32% | 323.6K | $64.7M | +1.57%(+5.02K) | $79.41(+184.67%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.94% | 496.1K | $59.0M | -0.90%(-4.50K) | $57.57(+113.42%) | 2026-06-30 | |
| QUS | SPDR SERIES TRUST | 3.75% | 301.0K | $56.2M | -5.29%(-16.79K) | $136.92(+42.82%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.56% | 591.8K | $53.3M | -14.93%(-103.89K) | $68.77(+27.72%) | 2026-06-30 | |
| IWY | ISHARES TR | 3.41% | 175.7K | $51.1M | +4.43%(+7.45K) | $237.86(+23.21%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 3.3% | 813.2K | $49.4M | -3.41%(-28.75K) | $42.73(+48.39%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.27% | 169.3K | $49.0M | +1.04%(+1.74K) | $95.84(+218.64%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3% | 554.4K | $44.9M | +6.82%(+35.39K) | $58.64(+42.56%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.63% | 93.8K | $39.5M | -2.55%(-2.45K) | $304.59(+11.82%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.45% | 416.9K | $36.6M | +110.21%(+218.59K) | $75.28(+21.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.79% | +71.89% | +11.59% | +73.02% |
| Top 20 Holdings Unweighted | +20.03% | +72.91% | +11.67% | +73.62% |
Perennial Investment Advisors LLC reports $1.51B in US-listed equity holdings across 561 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.3%), SPYG (3.9%) and QUS (3.8%). The top 20 holdings account for 45.78% of reported assets. Its disclosed equity book has returned +71.89% 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 Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801523). View Perennial Investment Advisors LLC’s 13F filings on SEC