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 101–127 of 127
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | 656 | $100K–$500K | SH |
| SMHI | SEACOR MARINE HLDGS INC | 46K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 11K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 9K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 2K | $100K–$500K | SH |
| VTOL | BRISTOW GROUP INC | 7K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 236 | $100K–$500K | SH |
| T | AT&T INC | 10K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 517 | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 4K | $100K–$500K | SH |
| STT | STATE STR CORP | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 800 | $100K–$500K | SH |
| SPSB | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 8K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| MMM | 3M CO | 1K | $100K–$500K | SH |
| EFA | ISHARES TR | 2K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 1K | $100K–$500K | SH |
| IVE | ISHARES TR | 979 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 232 | $100K–$500K | SH |
| STGW | STAGWELL INC | 28K | $100K–$500K | SH |
| ASPI | ASP ISOTOPES INC | 15K | $50K–$100K | SH |
| BRW | SABA CAPITAL INCOME & OPRNT | 10K | $50K–$100K | SH |
| DAVA | ENDAVA PLC | 10K | $50K–$100K | SH |