Perennial Advisors, LLC - Portfolio Stock Holdings
Perennial Advisors, LLC disclosed 143 stock positions in a recent SEC 13F filing. $663,025,119 of stock holdings were filed, with the largest holdings including AAPL, MSFT, and GOOG. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 13, 2026.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:
Sept. 30, 2026No. of Stocks:
143Est. Stock Holding Value:
$663,025,119Top Stock Holdings By Sector
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Portfolio Stock Holdings - Perennial Advisors, LLC
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% of Portfolio
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