Perennial Advisors, LLC: 13F holdings
CIK 16973602026Q2
| Positions | 136 |
|---|---|
| Reported value | $649.2m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 121,530 | $35.2m | 5.4% |
| GOOG ALPHABET INC | 88,966 | $31.4m | 4.8% |
| MSFT MICROSOFT CORP | 75,347 | $28.1m | 4.3% |
| APH AMPHENOL CORP | 156,471 | $27.6m | 4.2% |
| NVDA NVIDIA CORPORATION | 129,063 | $25.8m | 4.0% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 33 | $24.7m | 3.8% |
| AMZN AMAZON COM INC | 90,903 | $21.7m | 3.3% |
| JPM JPMORGAN CHASE & CO | 54,419 | $17.8m | 2.7% |
| GLD SPDR GOLD TR | 46,582 | $17.2m | 2.6% |
| AXP AMERICAN EXPRESS CO | 48,090 | $16.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697360")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.