StockDriftsStockDriftsTop 50 Perryman Financial Advisory INC Ad Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 11.82% | 409.6K | $93.6M | -0.74%(-3.05K) | $186.54(+16.38%) | 2026-09-30 | |
| AAPL | APPLE INC | 8.21% | 195.1K | $65.0M | -0.49%(-968) | $263.24(+30.27%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.5% | 54.0K | $27.7M | +1.41%(+753) | $495.81(+7.61%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.23% | 102.6K | $25.6M | +1.86%(+1.87K) | $225.29(+16.50%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.69% | 62.5K | $21.3M | -0.36%(-224) | $279.11(+21.87%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.63% | 59.2K | $20.8M | +0.10%(+61) | $344.79(-2.96%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.35% | 56.1K | $18.6M | -0.17%(-94) | $318.69(+4.66%) | 2026-09-30 | |
| V | VISA INC | 2.28% | 50.3K | $18.1M | +0.90%(+450) | $343.53(+17.29%) | 2026-09-30 | |
| MA | MASTERCARD INCORPORATED | 1.91% | 27.4K | $15.1M | -0.04%(-10) | $563.86(+9.32%) | 2026-09-30 | |
| BX | BLACKSTONE INC | 1.85% | 130.3K | $14.6M | -0.39%(-505) | $161.91(-33.86%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.10% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.73% |
Perryman Financial Advisory INC Ad reports $791.35M in US-listed equity holdings across 190 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (11.8%), AAPL (8.2%) and MSFT (3.5%). The top 20 holdings account for 55.13% of reported assets. Its disclosed equity book has returned +7.10% cumulatively over 3 quarters. 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.
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Holdings on this page are parsed from Perryman Financial Advisory INC Ad’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 934040). View Perryman Financial Advisory INC Ad’s 13F filings on SEC