account_balance
Investment manager · 13F filer · SEC CIK 1697360
Perennial Advisors, LLC
Reported value$669Mas of Sep 30, 2026
Positions137 7 new, 6 sold out
Top 10 weight38.8%AAPL alone is 6%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.0%
MSFTMicrosoft Corp
5.7%
GOOGAlphabet Inc.
4.5%
NVDANVIDIA Corp
4.3%
APHAmphenol Corp
3.9%Trimmed −2%
Berkshire Hathaway Inc
AMZNAmazon.com Inc
3.4%
JPMJPMorgan Chase & Co
2.6%Trimmed −3%
GLDSPDR Gold Trust
2.6%Trimmed −2%
SPYMSPDR Series Trust
2.2%Added +17%
AXPAmerican Express Co
2.2%
SPYSPDR S&P 500 ETF Trust
2.1%
AAPLApple Inc.
6.0%
MSFTMicrosoft Corp
5.7%
GOOGAlphabet Inc.
4.5%
NVDANVIDIA Corp
4.3%
APHAmphenol Corp
3.9%−2%
AMZNAmazon.com Inc
3.4%
JPMJPMorgan Chase & Co
2.6%
GLDSPDR Gold Trust
2.6%
SPYM
AXP2.2%SPY2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.0% HeldMSFT Microsoft Corp 5.7% HeldGOOG Alphabet Inc. 4.5% HeldNVDA NVIDIA Corp 4.3% HeldAPH Amphenol Corp 3.9% Trimmed −2%
Berkshire Hathaway Inc 3.7% Held
AMZN Amazon.com Inc 3.4% HeldJPM JPMorgan Chase & Co 2.6% Trimmed −3%GLD SPDR Gold Trust 2.6% Trimmed −2%SPYM SPDR Series Trust 2.2% Added +17%
AXP American Express Co 2.2% HeldSPY SPDR S&P 500 ETF Trust 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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