Perennial Investment Advisors, LLC
Perennial Investment Advisors, LLC reported 585 holdings worth US$1.51B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Perennial Investment Advisors, LLC reported 585 holdings worth US$1.51B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Tesla, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 585
- Value as reported
- US$1.51B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 324K | US$64.7M | 4.3% |
| Apple Inc | 169K | US$49M | 3.3% |
| Tesla, Inc. | 93,847 | US$39.5M | 2.6% |
| Alphabet Inc (google) Class C | 58,206 | US$20.8M | 1.4% |
| Amazon.com, Inc. | 82,523 | US$19.7M | 1.3% |
| Microsoft Corp. | 37,244 | US$13.9M | 0.92% |
| Berkshire Hathaway Inc. | 21,572 | US$10.8M | 0.72% |
| Broadcom Inc. | 20,344 | US$7.69M | 0.51% |
| Meta Platforms, Inc. | 11,935 | US$6.73M | 0.45% |
| Advanced Micro Devices Inc | 9,808 | US$5.7M | 0.38% |
| Palantir Technologies Inc. | 47,089 | US$5.49M | 0.36% |
| Micron Technology, Inc. | 4,329 | US$5M | 0.33% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 10,009 | US$4.78M | 0.32% |
| Blue Owl Capital Corporation | 403K | US$4.38M | 0.29% |
| Eli Lilly And Company | 3,269 | US$3.92M | 0.26% |
| Costco Wholesale Corporation | 3,950 | US$3.7M | 0.25% |
| Jp Morgan Chase & Co. | 10,630 | US$3.48M | 0.23% |
| Netflix, Inc. | 48,526 | US$3.46M | 0.23% |
| Palo Alto Networks, Inc. | 8,885 | US$3.03M | 0.20% |
| Intel Corporation | 21,320 | US$2.98M | 0.20% |
| Visa Inc. | 8,558 | US$2.94M | 0.20% |
| Crowdstrike Holdings, Inc. | 3,795 | US$2.9M | 0.19% |
| Enovix Corporation | 462K | US$2.81M | 0.19% |
| Chevron Corporation | 16,742 | US$2.78M | 0.18% |
| Caterpillar, Inc. | 2,339 | US$2.49M | 0.17% |
| Kla Corporation | 7,948 | US$2.4M | 0.16% |
| Walmart Inc. | 20,689 | US$2.34M | 0.16% |
| Lam Research Corporation | 5,400 | US$2.34M | 0.16% |
| Coca-cola Company (the) | 26,777 | US$2.18M | 0.14% |
| Western Digital Corporation | 3,310 | US$2.11M | 0.14% |
| Asml Holding Nv | 1,052 | US$2.09M | 0.14% |
| Cisco Systems, Inc. | 16,752 | US$1.97M | 0.13% |
| Ge Vernova Inc. | 1,644 | US$1.93M | 0.13% |
| Sofi Technologies, Inc. | 107K | US$1.92M | 0.13% |
| Exxon Mobil Corporation | 13,663 | US$1.87M | 0.12% |
| Applied Materials, Inc. | 2,472 | US$1.79M | 0.12% |
| Ge Aerospace | 4,663 | US$1.74M | 0.12% |
| Johnson & Johnson | 6,519 | US$1.66M | 0.11% |
| Oracle Corporation | 10,982 | US$1.61M | 0.11% |
| International Business Machines Corporation | 5,673 | US$1.6M | 0.11% |
| Abbvie Inc. | 6,161 | US$1.55M | 0.10% |
| Pepsico, Inc. | 11,350 | US$1.54M | 0.10% |
| Bank Of America Corporation | 26,071 | US$1.49M | 0.10% |
| Sandisk Corporation | 642 | US$1.46M | 0.10% |
| Blue Owl Technology Finance Corp. | 136K | US$1.41M | 0.09% |
| Shopify Inc. | 11,987 | US$1.37M | 0.09% |
| Constellation Energy Corporation | 5,460 | US$1.36M | 0.09% |
| Mastercard Incorporated | 2,634 | US$1.35M | 0.09% |
| Walt Disney Company (the) | 13,898 | US$1.34M | 0.09% |
| Corning Incorporated | 4,907 | US$1.25M | 0.08% |
| Home Depot, Inc. (the) | 3,478 | US$1.23M | 0.08% |
| Salesforce, Inc. | 7,702 | US$1.21M | 0.08% |
| Analog Devices, Inc. | 2,883 | US$1.14M | 0.08% |
| Unitedhealth Group Incorporated | 2,710 | US$1.13M | 0.07% |
| Amgen Inc. | 3,096 | US$1.12M | 0.07% |
| Texas Instruments Incorporated | 3,622 | US$1.08M | 0.07% |
| Verizon Communications Inc. | 25,478 | US$1.08M | 0.07% |
| Goldman Sachs Group, Inc. (the) | 1,050 | US$1.06M | 0.07% |
| Intuitive Surgical, Inc. | 2,580 | US$1.03M | 0.07% |
| Space Exploration Technologies Corp | 5,917 | US$1.01M | 0.07% |
| Rtx Corporation | 5,327 | US$1.01M | 0.07% |
| Wells Fargo & Company | 12,073 | US$998K | 0.07% |
| Sterling Infrastructure, Inc. | 1,160 | US$974K | 0.06% |
| Boeing Company (the) | 4,383 | US$948K | 0.06% |
| Thermo Fisher Scientific Inc | 1,720 | US$863K | 0.06% |
| American Express Company | 2,484 | US$841K | 0.06% |
| Rocket Lab Corporation | 8,134 | US$827K | 0.05% |
| Mitek Systems, Inc. | 39,320 | US$792K | 0.05% |
| Tjx Companies, Inc. (the) | 5,200 | US$788K | 0.05% |
| Starbucks Corporation | 7,684 | US$785K | 0.05% |
| Exelon Corporation | 16,830 | US$785K | 0.05% |
| Essential Properties Realty Trust, Inc. | 26,067 | US$778K | 0.05% |
| Qualcomm Incorporated | 4,186 | US$773K | 0.05% |
| Dba Sempra | 8,063 | US$748K | 0.05% |
| Lumentum Holdings Inc. | 859 | US$737K | 0.05% |
| General Motors Company | 9,415 | US$726K | 0.05% |
| At&t Inc. | 34,511 | US$714K | 0.05% |
| Sitime Corporation | 950 | US$708K | 0.05% |
| Blackstone Inc. | 5,943 | US$699K | 0.05% |
| Citigroup, Inc. | 4,996 | US$699K | 0.05% |
| Merck & Company, Inc. | 5,358 | US$689K | 0.05% |
| Blackrock, Inc. | 714 | US$687K | 0.05% |
| Morgan Stanley | 3,234 | US$676K | 0.04% |
| Uber Technologies, Inc. | 9,367 | US$676K | 0.04% |
| Procter & Gamble Company (the) | 4,505 | US$661K | 0.04% |
| Realty Income Corporation | 10,654 | US$660K | 0.04% |
| O'reilly Automotive, Inc. | 7,033 | US$648K | 0.04% |
| Vertex Pharmaceuticals Incorporated | 1,300 | US$645K | 0.04% |
| Lowe's Companies, Inc. | 2,852 | US$629K | 0.04% |
| Lockheed Martin Corporation | 1,226 | US$625K | 0.04% |
| Altria Group, Inc. | 8,562 | US$616K | 0.04% |
| Nextera Energy, Inc. | 7,017 | US$616K | 0.04% |
| Monster Beverage Corporation | 6,333 | US$609K | 0.04% |
| Prologis, Inc. | 4,463 | US$605K | 0.04% |
| 3m Company | 3,626 | US$587K | 0.04% |
| Union Pacific Corporation | 2,148 | US$584K | 0.04% |
| Elevance Health, Inc. | 1,491 | US$577K | 0.04% |
| Novartis Ag | 3,638 | US$570K | 0.04% |
| Axon Enterprise, Inc. | 1,015 | US$569K | 0.04% |
| Riot Platforms, Inc. | 20,750 | US$568K | 0.04% |
Every holding of Perennial Investment Advisors, LLC
Source
View original at SEC
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