13F Insight
DOSSIER · 13F-HR · Q1 2026

Perennial Investment Advisors, LLC

Perennial Investment's holding co. based in Chicago, IL — $1.3B in tracked AUM across 511 positions as of Q1 2026.

PI
Perennial Investment·Chicago, IL·Holding Co.
CIK 0001801523 · last filed Mar 31, 2026
Total AUM
$1.3B
▼ 14.1%
vs prior
Holdings
511
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
42% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Perennial Investment Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$56M319K4.4%
02
QUS
SPDR SERIES TRUST
$55M318K4.3%
03
SPHQ
INVESCO EXCHANGE TRADED FD T
$52M696K4.2%
04
SPYG
SPDR SERIES TRUST
$49M501K3.9%
05
SPYV
SPDR SERIES TRUST
$48M842K3.8%
06
AAPL
APPLE INC
$43M168K3.4%
07
IWY
ISHARES TR
$42M168K3.3%
08
TSLA
TESLA INC
$36M97K2.9%
09
RDVY
FIRST TR EXCHANGE TRADED FD
$35M519K2.8%
10
SPY
STATE STR SPDR S&P 500 ETF T
$20M30K1.6%

Filing history

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