Top 50 Perryman Financial Advisory Inc /Ad Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.79% | 412.8K | $72.0M | -3.35%(-14.31K) | $186.54(+21.06%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.46% | 196.2K | $49.8M | -2.15%(-4.31K) | $263.24(+13.53%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.02% | 96.8K | $20.2M | +0.57%(+547) | $225.16(+19.97%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.87% | 51.8K | $19.2M | +0.67%(+344) | $500.29(-19.01%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.69% | 58.1K | $18.0M | -2.50%(-1.49K) | $344.94(+20.83%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.66% | 61.9K | $17.8M | -3.41%(-2.19K) | $278.67(+43.19%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.45% | 55.7K | $16.4M | -2.57%(-1.47K) | $318.82(-5.83%) | 2026-03-31 | |
| BX | BLACKSTONE INC | 2.24% | 129.7K | $14.9M | +0.65%(+844) | $162.31(-26.30%) | 2026-03-31 | |
| V | VISA INC | 2.06% | 45.4K | $13.7M | +2.13%(+945) | $345.64(-7.33%) | 2026-03-31 | |
| WM | WASTE MGMT INC DEL | 2.03% | 58.8K | $13.5M | +0.06%(+35) | $220.27(-1.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -25.23% | -58.20% |
| Top 20 Holdings Unweighted | -16.49% | -41.76% |
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