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 51–100 of 127
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 55K | $1M+ | SH |
| FAST | FASTENAL CO | 78K | $1M+ | SH |
| GOOGL | ALPHABET INC | 9K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 127K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 16K | $1M+ | SH |
| ASML | ASML HOLDING N V | 2K | $1M+ | SH |
| NKE | NIKE INC | 38K | $1M+ | SH |
| FISV | FISERV INC | 31K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 7K | $1M+ | SH |
| SHV | ISHARES TR | 14K | $1M+ | SH |
| NYF | ISHARES TR | 27K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 10K | $1M+ | SH |
| KLAC | KLA CORP | 950 | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 23K | $1M+ | SH |
| EXP | EAGLE MATLS INC | 5K | $1M+ | SH |
| LIN | LINDE PLC | 2K | $1M+ | SH |
| GATX | GATX CORP | 6K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 10K | $500K+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 18K | $500K+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 11K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| CENX | CENTURY ALUM CO | 19K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 27K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $500K+ | SH |
| SGOV | ISHARES TR | 5K | $500K+ | SH |
| FELG | FIDELITY COVINGTON TRUST | 13K | $500K+ | SH |
| BWXT | BWX TECHNOLOGIES INC | 3K | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC | 390 | $500K+ | SH |
| AVGO | BROADCOM INC | 1K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 9K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 9K | $100K–$500K | SH |
| IWF | ISHARES TR | 946 | $100K–$500K | SH |
| TSLA | TESLA INC | 975 | $100K–$500K | SH |
| NBIS | NEBIUS GROUP N.V. | 5K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| SPGM | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 62 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 5K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| HPQ | HP INC | 14K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 828 | $100K–$500K | SH |