Perennial Advisors, LLC Portfolio Holdings
Perennial Advisors, LLC
- $572 Million
- Q3 2025
Perennial Advisors, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $572 Million distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $38.2M, Apple Inc. with a value of $30.9M, Nvidia Corp with a value of $25.6M, Berkshire Hathaway Inc with a value of $24.9M, and Alphabet Inc. with a value of $22M.
Examining the 13F form we can see an increase of $41.4M in the current position value, from $531M to 572M.
Perennial Advisors, LLC is based out at New York, NY
Below you can find more details about Perennial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$572 Million
Technology: $149 Million
Financial Services: $111 Million
ETFs: $91.9 Million
Communication Services: $49.7 Million
Consumer Cyclical: $48.6 Million
Industrials: $47.6 Million
Healthcare: $38.1 Million
Consumer Defensive: $17.6 Million
Other: $18.4 Million