Perennial Advisors, LLC Portfolio Holdings
Perennial Advisors, LLC
- $450 Million
- Q4 2024
Perennial Advisors, LLC has filed its 13F form on February 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $450 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $31.6M, Apple Inc. with a value of $31.5M, Nvidia Corp with a value of $19.2M, Amazon Com Inc with a value of $18.7M, and Alphabet Inc. with a value of $17.2M.
Examining the 13F form we can see an increase of $6.55M in the current position value, from $444M to 450M.
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
$450 Million
Technology: $120 Million
Financial Services: $80.9 Million
ETFs: $68.7 Million
Consumer Cyclical: $44.5 Million
Industrials: $39.9 Million
Healthcare: $33.1 Million
Communication Services: $31.3 Million
Consumer Defensive: $17.8 Million
Other: $14.5 Million