Perryman Financial Advisory Inc
Perryman Financial Advisory Inc reported 191 holdings worth US$751M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Perryman Financial Advisory Inc reported 191 holdings worth US$751M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 191
- Value as reported
- US$751M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 413K | US$82.6M | 11.0% |
| Apple Inc | 196K | US$56.7M | 7.6% |
| Alphabet Inc (google) Class C | 103K | US$37M | 4.9% |
| Amazon.com, Inc. | 101K | US$24M | 3.2% |
| Broadcom Inc. | 59,172 | US$22.4M | 3.0% |
| Microsoft Corp. | 53,233 | US$19.9M | 2.6% |
| Jp Morgan Chase & Co. | 56,241 | US$18.4M | 2.5% |
| Visa Inc. | 49,855 | US$17.1M | 2.3% |
| Blackstone Inc. | 131K | US$15.4M | 2.0% |
| Mastercard Incorporated | 27,454 | US$14.1M | 1.9% |
| Waste Management, Inc. | 60,249 | US$13.4M | 1.8% |
| Marriott International | 35,650 | US$13.2M | 1.8% |
| Johnson & Johnson | 48,192 | US$12.2M | 1.6% |
| Caterpillar, Inc. | 10,737 | US$11.4M | 1.5% |
| Deere & Company | 17,158 | US$10.9M | 1.4% |
| Costco Wholesale Corporation | 10,906 | US$10.2M | 1.4% |
| Bank Of America Corporation | 175K | US$9.95M | 1.3% |
| Exxon Mobil Corporation | 72,301 | US$9.88M | 1.3% |
| Procter & Gamble Company (the) | 66,793 | US$9.79M | 1.3% |
| Rtx Corporation | 50,485 | US$9.58M | 1.3% |
| Home Depot, Inc. (the) | 24,090 | US$8.5M | 1.1% |
| Cheniere Energy, Inc. | 34,376 | US$8.22M | 1.1% |
| Merck & Company, Inc. | 59,121 | US$7.6M | 1.0% |
| Pepsico, Inc. | 55,916 | US$7.57M | 1.0% |
| Lockheed Martin Corporation | 13,887 | US$7.08M | 0.94% |
| Palo Alto Networks, Inc. | 19,459 | US$6.64M | 0.88% |
| Starbucks Corporation | 64,359 | US$6.58M | 0.88% |
| Eog Resources, Inc. | 45,506 | US$5.9M | 0.79% |
| Conocophillips | 53,848 | US$5.6M | 0.75% |
| Meta Platforms, Inc. | 8,345 | US$4.7M | 0.63% |
| Crowdstrike Holdings, Inc. | 5,588 | US$4.26M | 0.57% |
| American Tower Corporation (reit) | 24,045 | US$3.93M | 0.52% |
| United Parcel Service, Inc. | 33,209 | US$3.57M | 0.48% |
| Netflix, Inc. | 49,427 | US$3.53M | 0.47% |
| Walmart Inc. | 27,050 | US$3.06M | 0.41% |
| Palantir Technologies Inc. | 25,299 | US$2.95M | 0.39% |
| Texas Instruments Incorporated | 9,649 | US$2.88M | 0.38% |
| Eli Lilly And Company | 2,398 | US$2.88M | 0.38% |
| Ulta Beauty, Inc. | 6,307 | US$2.84M | 0.38% |
| Berkshire Hathaway Inc. | 5,548 | US$2.78M | 0.37% |
| Oracle Corporation | 18,221 | US$2.67M | 0.36% |
| Asml Holding Nv | 1,300 | US$2.59M | 0.34% |
| Freeport-mcmoran, Inc. | 37,816 | US$2.38M | 0.32% |
| Veeva Systems Inc. | 11,886 | US$2.11M | 0.28% |
| Goldman Sachs Group, Inc. (the) | 1,818 | US$1.84M | 0.24% |
| Cisco Systems, Inc. | 14,882 | US$1.75M | 0.23% |
| Tesla, Inc. | 3,984 | US$1.68M | 0.22% |
| Charles Schwab Corporation (the) | 16,264 | US$1.5M | 0.20% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,054 | US$1.46M | 0.19% |
| Jones Lang Lasalle Incorporated | 4,350 | US$1.35M | 0.18% |
| Coca-cola Company (the) | 15,264 | US$1.24M | 0.17% |
| Phillips 66 | 6,891 | US$1.16M | 0.16% |
| Chevron Corporation | 6,613 | US$1.1M | 0.15% |
| Philip Morris International Inc | 5,050 | US$914K | 0.12% |
| Ge Aerospace | 2,404 | US$898K | 0.12% |
| Micron Technology, Inc. | 741 | US$855K | 0.11% |
| Bloom Energy Corporation | 2,800 | US$848K | 0.11% |
| Heico Corporation | 3,250 | US$838K | 0.11% |
| Mercadolibre, Inc. | 463 | US$786K | 0.10% |
| Corning Incorporated | 2,906 | US$742K | 0.10% |
| Hilton Worldwide Holdings Inc. | 2,098 | US$693K | 0.09% |
| Uber Technologies, Inc. | 8,894 | US$642K | 0.09% |
| Watsco, Inc. | 1,535 | US$640K | 0.09% |
| Amphenol Corporation | 3,500 | US$617K | 0.08% |
| Amgen Inc. | 1,515 | US$549K | 0.07% |
| Cadence Design Systems, Inc. | 1,250 | US$469K | 0.06% |
| Carpenter Technology Corporation | 758 | US$468K | 0.06% |
| Moody's Corporation | 1,000 | US$453K | 0.06% |
| Altria Group, Inc. | 6,227 | US$448K | 0.06% |
| Abbvie Inc. | 1,726 | US$434K | 0.06% |
| Arista Networks, Inc. | 2,524 | US$429K | 0.06% |
| Stryker Corporation | 1,355 | US$427K | 0.06% |
| At&t Inc. | 20,605 | US$427K | 0.06% |
| Dell Technologies Inc. | 922 | US$398K | 0.05% |
| Tyler Technologies, Inc. | 1,325 | US$388K | 0.05% |
| Union Pacific Corporation | 1,258 | US$342K | 0.05% |
| Jacobs Solutions Inc. | 2,565 | US$323K | 0.04% |
| Copart, Inc. | 11,000 | US$310K | 0.04% |
| Walt Disney Company (the) | 3,032 | US$292K | 0.04% |
| Cintas Corporation | 1,700 | US$289K | 0.04% |
| American Express Company | 852 | US$288K | 0.04% |
| Advanced Micro Devices Inc | 486 | US$282K | 0.04% |
| International Business Machines Corporation | 957 | US$269K | 0.04% |
| Sunoco Lp | 3,732 | US$252K | 0.03% |
| Qualcomm Incorporated | 1,283 | US$237K | 0.03% |
| Space Exploration Technologies Corp | 1,322 | US$226K | 0.03% |
| United States Lime & Minerals, Inc. | 2,000 | US$209K | 0.03% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Unitedhealth Group Incorporated | 0 | US$0 | 0.00% |
Source
View original at SEC
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