Perennial Investment Advisors, LLC Portfolio Holdings

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025

Perennial Investment Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $989 Million distributed in 475 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $51.2M, Spdr Portfolio S&P 500 Value E with a value of $42.9M, Spdr Ser Tr Msci Usa Strategic with a value of $39.8M, Nvidia Corp with a value of $34M, and Apple Inc. with a value of $32.8M.

Examining the 13F form we can see an increase of $127M in the current position value, from $862M to 989M.

Perennial Investment Advisors, LLC is based out at Los Angeles, CA

Below you can find more details about Perennial Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $989 Million
ETFs: $692 Million
Technology: $129 Million
Financial Services: $46.2 Million
Consumer Cyclical: $34.7 Million
Communication Services: $26.9 Million
Industrials: $14.4 Million
Consumer Defensive: $13.2 Million
Healthcare: $12.4 Million
Other: $9.37 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$34 Million 3.44% of portfolio
215,246
Q2 2025 Reduced 7.8%
$3.69T
$32.8 Million 3.31% of portfolio
159,664
Q2 2025 Reduced 4.16%
$3.95T
$17.8 Million 1.8% of portfolio
35,721
Q2 2025 Added 5.69%
$2.26T
$16 Million 1.62% of portfolio
72,794
Q2 2025 Added 1.85%
$621B
$9.94 Million 1.01% of portfolio
20,467
Q2 2025 Reduced 7.16%
$1.08T
$8.97 Million 0.91% of portfolio
28,252
Q2 2025 Added 10.08%
$1.78T
$7.83 Million 0.79% of portfolio
10,611
Q2 2025 Added 11.06%
$127B
$5.66 Million 0.57% of portfolio
20,532
Q2 2025 Reduced 1.63%
$5.27B
$5.62 Million 0.57% of portfolio
419,418
Q2 2025 Added 3.67%
$367B
$5.13 Million 0.52% of portfolio
37,649
Q2 2025 Reduced 2.24%
$1.21T
$4.9 Million 0.5% of portfolio
27,804
Q2 2025 Reduced 2.77%
$439B
$4.13 Million 0.42% of portfolio
4,167
Q2 2025 Added 3.73%
$1.24T
$4.1 Million 0.42% of portfolio
23,141
Q2 2025 Reduced 0.43%
$1.68B
$3.79 Million 0.38% of portfolio
366,100
Q2 2025 Added 50.15%
$0
$3.66 Million 0.37% of portfolio
451,228
Q2 2025 Added 3.27%
$545B
$3.62 Million 0.37% of portfolio
2,703
Q2 2025 Reduced 1.78%
$306B
$3.17 Million 0.32% of portfolio
44,791
Q2 2025 Added 1.97%
$859B
$2.92 Million 0.29% of portfolio
10,060
Q2 2025 Added 3.51%
$551B
$2.79 Million 0.28% of portfolio
7,866
Q2 2025 Added 3.42%
$3.68B
$2.5 Million 0.25% of portfolio
6,182
Q2 2025 Reduced 11.19%
$207B
$2.23 Million 0.23% of portfolio
17,990
Q2 2025 Reduced 0.46%
$93.6B
$2.21 Million 0.22% of portfolio
4,346
Q2 2025 Added 10.75%
$684B
$2.05 Million 0.21% of portfolio
9,382
Q2 2025 Added 2.54%
$18.9B
$2.03 Million 0.21% of portfolio
111,525
Q2 2025 Added 10.73%
$52.5B
$2 Million 0.2% of portfolio
9,758
Q2 2025 Reduced 4.44%
$302B
$1.9 Million 0.19% of portfolio
13,288
Q2 2025 Added 2.45%
$1.27T
$1.74 Million 0.18% of portfolio
7,664
Q2 2025 Added 4.6%
$232B
$1.67 Million 0.17% of portfolio
6,127
Q2 2025 Added 4.5%
$210B
$1.64 Million 0.17% of portfolio
5,568
Q2 2025 Added 5.61%
$281B
$1.59 Million 0.16% of portfolio
16,309
Q2 2025 Added 1.4%
$178B
$1.51 Million 0.15% of portfolio
13,108
Q2 2025 Reduced 5.65%
$608B
$1.46 Million 0.15% of portfolio
1,868
Q2 2025 Added 3.15%
$405B
$1.41 Million 0.14% of portfolio
3,851
Q2 2025 Added 3.0%
$202B
$1.35 Million 0.14% of portfolio
10,230
Q2 2025 Added 1.47%
$169B
$1.41 Million 0.14% of portfolio
2,587
Q2 2025 Added 6.86%
$548B
$1.34 Million 0.14% of portfolio
2,388
Q2 2025 Added 3.2%
$442B
$1.35 Million 0.14% of portfolio
12,511
Q2 2025 Added 5.44%
$293B
$1.34 Million 0.14% of portfolio
19,363
Q2 2025 Added 2.67%
$381B
$1.24 Million 0.13% of portfolio
26,275
Q2 2025 Added 2.83%
$0
$1.32 Million 0.13% of portfolio
63,760
Q2 2025 Added 1.4%
$306B
$1.2 Million 0.12% of portfolio
4,671
Q2 2025 Added 1.06%
$282B
$1.06 Million 0.11% of portfolio
7,463
Q2 2025 Added 31.41%
$182B
$1.06 Million 0.11% of portfolio
24,500
Q2 2025 Added 7.9%
$368B
$956,000 0.1% of portfolio
6,006
Q2 2025 Reduced 0.33%
$203B
$1.02 Million 0.1% of portfolio
35,392
Q2 2025 Added 3.95%
$4.3B
$877,000 0.09% of portfolio
27,494
Q2 2025 Reduced 4.09%
$302B
$887,000 0.09% of portfolio
11,071
Q2 2025 Added 10.43%
$452B
$920,000 0.09% of portfolio
6,026
Q2 2025 Added 12.28%
$139B
$901,000 0.09% of portfolio
4,301
Q2 2025 Reduced 3.44%

Summary

  • Portfolio
  • No. of Stocks 475
  • Current Value $989 Million
  • Prior Value $862 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 53 stocks
  • Additional Purchases 233 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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