DOSSIER · 13F-HR · Q2 2026

PERRYMAN FINANCIAL ADVISORY INC /AD

$751M in tracked AUM across 191 positions as of Q2 2026.

PF
CIK 0000934040 · last filed Jun 30, 2026
Total AUM
$751M
as of Q2 2026
Holdings
191
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

PERRYMAN FINANCIAL ADVISORY INC /AD 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
NVDA
NVIDIA CORPORATION
$83M413K11.0%
02
AAPL
APPLE INC
$57M196K7.6%
03
AMZN
AMAZON COM INC
$24M101K3.2%
04
AVGO
BROADCOM INC
$22M59K3.0%
05
GOOG
ALPHABET INC
$22M63K2.9%
06
MSFT
MICROSOFT CORP
$20M53K2.6%
07
JPM
JPMORGAN CHASE & CO
$18M56K2.5%
08
V
VISA INC
$17M50K2.3%
09
BX
BLACKSTONE INC
$15M131K2.0%
10
GOOGL
ALPHABET INC
$15M41K2.0%

Filing history

2026Q2Jun 30
$751M 12.6%
191 positionsView →
2026Q1Mar 31
$667M 2.1%
175 positionsView →
2025Q4Dec 31
$681M
170 positionsView →