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
$3.94 Million 0.4% of portfolio
36,061
Q2 2025 Reduced 1.96%
$0
$3.86 Million 0.39% of portfolio
97,845
Q2 2025 Added 711.99%
$58.1B
$3.81 Million 0.39% of portfolio
61,169
Q2 2025 Added 18.15%
$1.26B
$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%
$536B
$3.62 Million 0.37% of portfolio
2,703
Q2 2025 Reduced 1.78%
$0
$3.54 Million 0.36% of portfolio
457,215
Q2 2025 Added 12.58%
$0
$3.52 Million 0.36% of portfolio
110,014
Q2 2025 Added 59.56%
$0
$3.52 Million 0.36% of portfolio
144,876
Q2 2025 Added 10.87%
$0
$3.5 Million 0.35% of portfolio
53,410
Q2 2025 Added 282.18%
$0
$3.5 Million 0.35% of portfolio
38,498
Q2 2025 Reduced 11.8%
$0
$3.45 Million 0.35% of portfolio
78,952
Q2 2025 Added 5.35%
$0
$3.35 Million 0.34% of portfolio
65,636
Q2 2025 New
$0
$3.25 Million 0.33% of portfolio
52,480
Q2 2025 Reduced 2.99%
$0
$3.15 Million 0.32% of portfolio
7,421
Q2 2025 Reduced 8.62%
$0
$3.12 Million 0.32% of portfolio
57,285
Q2 2025 Added 6.39%
$0
$3.18 Million 0.32% of portfolio
86,113
Q2 2025 Added 40.12%
$0
$3.08 Million 0.31% of portfolio
60,330
Q2 2025 Added 1.67%
$0
$2.98 Million 0.3% of portfolio
112,101
Q2 2025 New
$0
$2.93 Million 0.3% of portfolio
36,759
Q2 2025 Reduced 6.98%
$0
$3.01 Million 0.3% of portfolio
94,562
Q2 2025 Reduced 2.51%
$0
$3.01 Million 0.3% of portfolio
5,298
Q2 2025 Added 1.57%
$896B
$2.92 Million 0.29% of portfolio
10,060
Q2 2025 Added 3.51%
$0
$2.86 Million 0.29% of portfolio
32,275
Q2 2025 Reduced 4.74%
$1.28B
$2.83 Million 0.29% of portfolio
88,807
Q2 2025 Added 947.87%
$562B
$2.79 Million 0.28% of portfolio
7,866
Q2 2025 Added 3.42%
$0
$2.6 Million 0.26% of portfolio
113,774
Q2 2025 Added 2.39%
$0
$2.61 Million 0.26% of portfolio
40,815
Q2 2025 Added 15.12%
$0
$2.61 Million 0.26% of portfolio
25,323
Q2 2025 New
$3.05B
$2.5 Million 0.25% of portfolio
6,182
Q2 2025 Reduced 11.19%
$0
$2.43 Million 0.25% of portfolio
22,430
Q2 2025 Added 29.21%
$0
$2.49 Million 0.25% of portfolio
8,905
Q2 2025 Added 30.19%
$0
$2.4 Million 0.24% of portfolio
38,069
Q2 2025 Reduced 76.02%
$19.8B
$2.3 Million 0.23% of portfolio
70,163
Q2 2025 Added 107.98%
$213B
$2.23 Million 0.23% of portfolio
17,990
Q2 2025 Reduced 0.46%
$0
$2.16 Million 0.22% of portfolio
15,944
Q2 2025 Added 0.03%
$0
$2.19 Million 0.22% of portfolio
67,153
Q2 2025 Added 26.69%
$93.1B
$2.21 Million 0.22% of portfolio
4,346
Q2 2025 Added 10.75%
$830B
$2.05 Million 0.21% of portfolio
9,382
Q2 2025 Added 2.54%
$116B
$2.12 Million 0.21% of portfolio
6,970
Q2 2025 Added 3.75%
$0
$2.08 Million 0.21% of portfolio
46,426
Q2 2025 Reduced 17.9%
$0
$2.08 Million 0.21% of portfolio
51,311
Q2 2025 Added 6.79%
$20.8B
$2.03 Million 0.21% of portfolio
111,525
Q2 2025 Added 10.73%
$0
$2.05 Million 0.21% of portfolio
40,374
Q2 2025 Reduced 1.34%
$0
$1.94 Million 0.2% of portfolio
37,048
Q2 2025 Reduced 0.44%
$0
$2.01 Million 0.2% of portfolio
18,341
Q2 2025 Added 14.7%
$59.3B
$2 Million 0.2% of portfolio
9,758
Q2 2025 Reduced 4.44%
$0
$1.95 Million 0.2% of portfolio
10,716
Q2 2025 Reduced 5.29%
$0
$1.9 Million 0.19% of portfolio
17,222
Q2 2025 Reduced 6.77%

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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