CIK 1697360
Perennial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
127
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 127
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 74K | $1M+ | SH |
| AAPL | APPLE INC | 122K | $1M+ | SH |
| GOOG | ALPHABET INC | 91K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 33 | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 133K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 174K | $1M+ | SH |
| AMZN | AMAZON COM INC | 89K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 57K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 49K | $1M+ | SH |
| GLD | SPDR GOLD TR | 43K | $1M+ | SH |
| KKR | KKR & CO INC | 114K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 25K | $1M+ | SH |
| V | VISA INC | 38K | $1M+ | SH |
| META | META PLATFORMS INC | 18K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 13K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 51K | $1M+ | SH |
| CSCO | CISCO SYS INC | 134K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 201K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 17K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 45K | $1M+ | SH |
| FLOT | ISHARES TR | 171K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 26K | $1M+ | SH |
| MCD | MCDONALDS CORP | 28K | $1M+ | SH |
| UNP | UNION PAC CORP | 37K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 12K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 101K | $1M+ | SH |
| FDX | FEDEX CORP | 27K | $1M+ | SH |
| DIS | DISNEY WALT CO | 66K | $1M+ | SH |
| XYL | XYLEM INC | 50K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 83K | $1M+ | SH |
| AMGN | AMGEN INC | 20K | $1M+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 49K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 62K | $1M+ | SH |
| USB | US BANCORP DEL | 111K | $1M+ | SH |
| NVS | NOVARTIS AG | 42K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 22K | $1M+ | SH |
| HD | HOME DEPOT INC | 15K | $1M+ | SH |
| TJX | TJX COS INC NEW | 33K | $1M+ | SH |
| NFLX | NETFLIX INC | 53K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 57K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 231K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 103K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 49K | $1M+ | SH |
| PFF | ISHARES TR | 130K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 78K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 73K | $1M+ | SH |
| LEA | LEAR CORP | 32K | $1M+ | SH |
| ZTS | ZOETIS INC | 28K | $1M+ | SH |
| SHY | ISHARES TR | 42K | $1M+ | SH |