Institutional Fund
Perennial Advisors, LLC
New York, NYCIK 16973605 filings on record
Portfolio Value
$582.59M
Q1 2026
Holdings
122
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-2.3%
from $596.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.3%
- Microsoft Corp4.8%
- Alphabet Inc4.4%
- Berkshire Hathaway Inc Del4.1%
- Nvidia Corporation3.9%
- Amphenol Corp New3.7%
- Other73.8%
Portfolio Holdings
122 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 122.5K | $31.10M | 5.3% | +568 | Added |
| 2 | Microsoft Corp | 75.3K | $27.86M | 4.8% | +957 | Added |
| 3 | Alphabet Inc | 90.0K | $25.82M | 4.4% | −668 | Reduced |
| 4 | Berkshire Hathaway Inc Del | 33 | $23.70M | 4.1% | 0 | Held |
| 5 | Nvidia Corporation | 131.8K | $22.99M | 3.9% | −1.1K | Reduced |
| 6 | Amphenol Corp New | 168.6K | $21.31M | 3.7% | −5.4K | Reduced |
| 7 | Amazon Com Inc | 90.5K | $18.85M | 3.2% | +1.6K | Added |
| 8 | Spdr Gold Tr | 43.4K | $18.67M | 3.2% | −49 | Reduced |
| 9 | Jpmorgan Chase & Co. | 56.2K | $16.52M | 2.8% | −399 | Reduced |
| 10 | American Express Co | 48.6K | $14.71M | 2.5% | −98 | Reduced |
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