Perennial Advisors, LLC Purchases and Sells in Q3 2025

Perennial Advisors, LLC

$572 Million
Q3 2025

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	148 + 0.12%	$202.38 - $256.87 $30K - $38K	121K $30.9M
META	3.61K + 28.32%	$695.21 - $791.73 $2.51M - $2.86M	16.4K $12M
MSFT	107 + 0.15%	$491.09 - $535.64 $52.5K - $57.3K	73.7K $38.2M
SPLG	16K + 36.74%	$72.65 - $78.68 $1.16M - $1.25M	59.4K $4.65M
TMO	132 + 0.83%	$404.94 - $499.99 $53.5K - $66K	16.1K $7.81M
XYL	135 + 0.27%	$129.67 - $147.5 $17.5K - $19.9K	49.4K $7.29M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NYF	25.1K New	$51.6 - $53.44 $1.3M - $1.34M	25.1K $1.34M
IBM	1.46K New	$234.77 - $292.47 $342K - $426K	1.46K $410K
PLTR	1.53K New	$130.68 - $186.97 $199K - $285K	1.53K $278K
TSM	800 New	$224.68 - $282.71 $180K - $226K	800 $223K
SLV	4.93K New	$32.73 - $42.5 $161K - $210K	4.93K $209K
EFA	2.21K New	$87.29 - $93.61 $192K - $206K	2.21K $205K

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HON	-114 - 0.27%	$207.7 - $240.4 $23.7K - $27.4K	42.8K $9.02M
APD	-1.17K - 3.84%	$265.78 - $299.3 $311K - $351K	29.3K $8M
ADBE	-610 - 5.97%	$333.65 - $392.1 $204K - $239K	9.61K $3.39M
V	-21 - 0.06%	$332.09 - $358.86 $6.97K - $7.54K	37K $12.6M
CMG	-300 - 4.5%	$38.58 - $58.24 $11.6K - $17.5K	6.37K $249K
CMCSA	-2.23K - 18.59%	$31.41 - $36.33 $70.1K - $81.1K	9.78K $307K

Activity Summary All Purchases 61 New Holdings 10 Increased Positions 51 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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