Perennial Advisors, LLC - Portfolio Stock Holdings
Perennial Advisors, LLC disclosed 144 stock positions in a recent SEC 13F filing. $638,537,632 of stock holdings were filed, with the largest holdings including AAPL, GOOG, and MSFT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $761,920,885 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
144Est. Stock Holding Value:
$638,537,632Top Stock Holdings By Sector
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Portfolio Stock Holdings - Perennial Advisors, LLC
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% of Portfolio
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