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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.2 Million 5.17% of portfolio
536,744
Q2 2025 Added 0.67%
$0
$42.9 Million 4.34% of portfolio
819,774
Q2 2025 Added 8.6%
$0
$39.8 Million 4.03% of portfolio
244,173
Q2 2025 Added 12.44%
$516B
$34 Million 3.44% of portfolio
215,246
Q2 2025 Reduced 7.8%
$4.32T
$32.8 Million 3.31% of portfolio
159,664
Q2 2025 Reduced 4.16%
$0
$32 Million 3.24% of portfolio
449,341
Q2 2025 Added 38.38%
$0
$27.5 Million 2.78% of portfolio
111,677
Q2 2025 Added 12.62%
$0
$25.8 Million 2.61% of portfolio
148,940
Q2 2025 Added 10.53%
$0
$24.4 Million 2.47% of portfolio
388,880
Q2 2025 Added 14.92%
$0
$19.5 Million 1.97% of portfolio
106,398
Q2 2025 Added 10.98%
$3.85T
$17.8 Million 1.8% of portfolio
35,721
Q2 2025 Added 5.69%
$0
$17.2 Million 1.74% of portfolio
315,275
Q2 2025 Reduced 3.63%
$0
$17 Million 1.72% of portfolio
27,517
Q2 2025 Added 1.63%
$2.59T
$16 Million 1.62% of portfolio
72,794
Q2 2025 Added 1.85%
$0
$15.4 Million 1.56% of portfolio
143,220
Q2 2025 Reduced 37.8%
$0
$12.6 Million 1.27% of portfolio
41,326
Q2 2025 Reduced 0.88%
$0
$10.6 Million 1.07% of portfolio
19,211
Q2 2025 Added 6.51%
$0
$10.3 Million 1.04% of portfolio
141,967
Q2 2025 Added 16.09%
$621B
$9.94 Million 1.01% of portfolio
20,467
Q2 2025 Reduced 7.16%
$0
$9.69 Million 0.98% of portfolio
175,876
Q2 2025 Added 10.32%
$0
$9.69 Million 0.98% of portfolio
22,105
Q2 2025 Added 4.85%
$0
$9.39 Million 0.95% of portfolio
14,150
Q2 2025 Added 2.48%
$1.48T
$8.97 Million 0.91% of portfolio
28,252
Q2 2025 Added 10.08%
$0
$8.49 Million 0.86% of portfolio
13,672
Q2 2025 Reduced 24.37%
$0
$8.07 Million 0.82% of portfolio
45,648
Q2 2025 Added 14.1%
$1.46T
$7.83 Million 0.79% of portfolio
10,611
Q2 2025 Added 11.06%
$0
$6.54 Million 0.66% of portfolio
130,587
Q2 2025 Reduced 30.83%
$0
$6.03 Million 0.61% of portfolio
25,094
Q2 2025 Added 9.81%
$0
$5.75 Million 0.58% of portfolio
22,717
Q2 2025 Added 21.82%
$0
$5.76 Million 0.58% of portfolio
107,326
Q2 2025 Added 230.66%
$147B
$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%
$0
$5.55 Million 0.56% of portfolio
40,924
Q2 2025 Added 12.72%
$0
$5.48 Million 0.55% of portfolio
94,850
Q2 2025 Reduced 26.81%
$0
$5.15 Million 0.52% of portfolio
94,616
Q2 2025 Reduced 2.93%
$407B
$5.13 Million 0.52% of portfolio
37,649
Q2 2025 Reduced 2.24%
$0
$5.17 Million 0.52% of portfolio
52,676
Q2 2025 Reduced 3.44%
$0
$5.09 Million 0.51% of portfolio
119,465
Q2 2025 Added 5.16%
$1.68T
$4.9 Million 0.5% of portfolio
27,804
Q2 2025 Reduced 2.77%
$0
$4.73 Million 0.48% of portfolio
32,095
Q2 2025 Added 18.85%
$0
$4.72 Million 0.48% of portfolio
189,612
Q2 2025 Reduced 64.2%
$0
$4.57 Million 0.46% of portfolio
80,074
Q2 2025 Added 22.61%
$0
$4.59 Million 0.46% of portfolio
50,090
Q2 2025 Added 0.99%
$0
$4.54 Million 0.46% of portfolio
17,062
Q2 2025 Added 72.8%
$0
$4.49 Million 0.45% of portfolio
59,892
Q2 2025 Reduced 32.87%
$0
$4.5 Million 0.45% of portfolio
110,631
Q2 2025 Added 30.47%
$0
$4.31 Million 0.44% of portfolio
41,305
Q2 2025 Added 0.83%
$411B
$4.13 Million 0.42% of portfolio
4,167
Q2 2025 Added 3.73%
$1.73T
$4.1 Million 0.42% of portfolio
23,141
Q2 2025 Reduced 0.43%

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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