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Perryman Financial Advisory Inc /Ad

Portfolio Manager
Perryman Financial Advisory Inc /Ad
Performance
-7.01% (2026 Q1)
AUM (13F)
$666.97M
# of Holdings
173
Performance Rank
Allocation (Top 20)
54.78%

Perryman Financial Advisory Inc /Ad Holdings Map

Top 50 Perryman Financial Advisory Inc /Ad Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
10.79%412.8K$72.0M
-3.35%(-14.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 427.1K shares2026-Q1: 412.8K shares
$186.54(+21.06%)
2026-03-31
AAPL
APPLE INC
7.46%196.2K$49.8M
-2.15%(-4.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 200.5K shares2026-Q1: 196.2K shares
$263.24(+13.53%)
2026-03-31
AMZN
AMAZON COM INC
3.02%96.8K$20.2M
+0.57%(+547)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 96.2K shares2026-Q1: 96.8K shares
$225.16(+19.97%)
2026-03-31
MSFT
MICROSOFT CORP
2.87%51.8K$19.2M
+0.67%(+344)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 51.4K shares2026-Q1: 51.8K shares
$500.29(-19.01%)
2026-03-31
AVGO
BROADCOM INC
2.69%58.1K$18.0M
-2.50%(-1.49K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 59.6K shares2026-Q1: 58.1K shares
$344.94(+20.83%)
2026-03-31
GOOG
ALPHABET INC
2.66%61.9K$17.8M
-3.41%(-2.19K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 64.1K shares2026-Q1: 61.9K shares
$278.67(+43.19%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.45%55.7K$16.4M
-2.57%(-1.47K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 57.1K shares2026-Q1: 55.7K shares
$318.82(-5.83%)
2026-03-31
BX
BLACKSTONE INC
2.24%129.7K$14.9M
+0.65%(+844)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 128.9K shares2026-Q1: 129.7K shares
$162.31(-26.30%)
2026-03-31
V
VISA INC
2.06%45.4K$13.7M
+2.13%(+945)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 44.5K shares2026-Q1: 45.4K shares
$345.64(-7.33%)
2026-03-31
WM
WASTE MGMT INC DEL
2.03%58.8K$13.5M
+0.06%(+35)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 58.8K shares2026-Q1: 58.8K shares
$220.27(-1.74%)
2026-03-31

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