StockDriftsStockDriftsTop 50 Perryman Financial Advisory INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.99% | 412.7K | $82.6M | -0.03%(-134) | $186.54(+18.18%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.55% | 196.1K | $56.7M | -0.05%(-105) | $263.24(+16.50%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.2% | 100.8K | $24.0M | +4.12%(+3.98K) | $224.94(+22.23%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.98% | 59.2K | $22.4M | +1.90%(+1.10K) | $344.77(+21.93%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.95% | 62.7K | $22.2M | +1.27%(+789) | $279.11(+25.57%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.64% | 53.2K | $19.9M | +2.86%(+1.48K) | $496.56(+1.25%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.45% | 56.2K | $18.4M | +1.04%(+580) | $318.69(+13.43%) | 2026-06-30 | |
| V | VISA INC | 2.28% | 49.9K | $17.1M | +9.81%(+4.45K) | $343.47(+5.23%) | 2026-06-30 | |
| BX | BLACKSTONE INC | 2.05% | 130.8K | $15.4M | +0.84%(+1.10K) | $161.91(-10.29%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.97% | 41.4K | $14.8M | +0.61%(+251) | $278.28(+26.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.64% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.64% |
Perryman Financial Advisory INC reports $751.30M in US-listed equity holdings across 191 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (11.0%), AAPL (7.5%) and AMZN (3.2%). The top 20 holdings account for 54.73% of reported assets. Its disclosed equity book has returned +1.64% cumulatively over 2 quarters. 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 Perryman Financial Advisory INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 934040). View Perryman Financial Advisory INC’s 13F filings on SEC