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Perennial Investment Advisors, LLC - Portfolio Stock Holdings

Perennial Investment Advisors, LLC disclosed 574 stock positions in a recent SEC 13F filing. $1,494,078,632 of stock holdings were filed, with the largest holdings including NVDA, SPYG, and QUS. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $2,498,681,329 and has 71 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

574

Est. Stock Holding Value:

$1,494,078,632

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Perennial Investment Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Perennial Investment Advisors, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.