13F Insight
DOSSIER · 13F-HR · Q2 2026

Perennial Advisors, LLC

$649M in tracked AUM across 138 positions as of Q2 2026.

PA
CIK 0001697360 · last filed Jun 30, 2026
Total AUM
$649M
as of Q2 2026
Holdings
138
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Perennial Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$35M122K5.4%02
GOOG
ALPHABET INC
$31M89K4.8%03
MSFT
MICROSOFT CORP
$28M75K4.3%04
APH
AMPHENOL CORP
$28M156K4.2%05
NVDA
NVIDIA CORPORATION
$26M129K4.0%06
BRK/A
BERKSHIRE HATHAWAY INC DEL
$25M333.8%07
AMZN
AMAZON COM INC
$22M91K3.3%08
JPM
JPMORGAN CHASE & CO
$18M54K2.7%09
GLD
SPDR GOLD TR
$17M47K2.6%10
AXP
AMERICAN EXPRESS CO
$16M48K2.5%

Filing history

2026Q2Jun 30
$649M▲ 10.6%
138 positionsView →2026Q1Mar 31
$587M▼ 1.5%
124 positionsView →2025Q4Dec 31
$596M▲ 3.3%
127 positionsView →2025Q3Sep 30
$577M▲ 7.3%
127 positionsView →2025Q2Jun 30
$538M▲ 146.0%
123 positionsLocked2025Q1Mar 31
$219M▼ 52.4%
55 positionsLocked2024Q4Dec 31
$459M▲ 3.0%
76 positionsLocked2024Q2Jun 30
$446M▲ 3.8%
112 positionsLocked2024Q1Mar 31
$430M▲ 5.7%
111 positionsLocked2023Q4Dec 31
$407M▲ 9.8%
116 positionsLocked2023Q3Sep 30
$371M▼ 5.5%
108 positionsLocked2023Q2Jun 30
$392M▲ 12.3%
116 positionsLocked
Showing 12 of 36