Perennial Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CHEVRON CORP | $598.6K | 0.1% |
| PEPSICO INC | $612.6K | 0.1% |
| SCHWAB STRATEGIC TR | $708.4K | 0.1% |
| CENTURY ALUMINUM CO | $758.8K | 0.1% |
| VANGUARD INDEX FDS | $778.9K | 0.1% |
| VANGUARD INDEX FDS | $860.7K | 0.1% |
| VANGUARD INSTL INDEX FD | $863.8K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $896.9K | 0.2% |
| WELLS FARGO & COMPANY/MN | $943.7K | 0.2% |
| GATX CORP | $1.01M | 0.2% |
| LINDE PLC | $1.04M | 0.2% |
| EAGLE MATERIALS INC | $1.05M | 0.2% |
| VANGUARD MUN BD FDS | $1.14M | 0.2% |
| KLA CORP | $1.15M | 0.2% |
| EXXON MOBIL CORP | $1.23M | 0.2% |
| ISHARES TR | $1.44M | 0.2% |
| ISHARES TR | $1.59M | 0.3% |
| Air Products & Chemicals, Inc. | $1.85M | 0.3% |
| FISERV INC | $2.11M | 0.4% |
| NIKE, Inc. | $2.45M | 0.4% |
| ASML HOLDING N V | $2.65M | 0.4% |
| LAM RESEARCH CORP | $2.66M | 0.4% |
| INVESCO EXCH TRADED FD TR II | $2.67M | 0.4% |
| INVESCO QQQ TR | $2.76M | 0.5% |
| Alphabet Inc. | $2.92M | 0.5% |
| Fastenal Co | $3.12M | 0.5% |
| VANGUARD TAX-MANAGED FDS | $3.44M | 0.6% |
| ISHARES TR | $3.52M | 0.6% |
| Zoetis Inc. | $3.56M | 0.6% |
| LEAR CORP | $3.67M | 0.6% |
| Mondelez International, Inc. | $3.93M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $3.98M | 0.7% |
| ISHARES TR | $4.02M | 0.7% |
| VANGUARD SCOTTSDALE FDS | $4.11M | 0.7% |
| VERIZON COMMUNICATIONS INC | $4.19M | 0.7% |
| ARES CAPITAL CORPARCC | $4.67M | 0.8% |
| STARBUCKS CORP | $4.82M | 0.8% |
| Netflix Inc | $5.00M | 0.8% |
| TJX Cos Inc/The | $5.03M | 0.8% |
| HOME DEPOT, INC. | $5.03M | 0.8% |
| APPLIED MATERIALS INC /DE | $5.62M | 0.9% |
| NOVARTIS AG | $5.84M | 1.0% |
| US BANCORP \DE | $5.93M | 1.0% |
| Medtronic plc | $5.94M | 1.0% |
| VANGUARD INDEX FDS | $6.04M | 1.0% |
| American Water Works Company, Inc. | $6.41M | 1.1% |
| AMGEN INC | $6.53M | 1.1% |
| VANGUARD SCOTTSDALE FDS | $6.59M | 1.1% |
| Xylem Inc. | $6.84M | 1.1% |
| Walt Disney Co | $7.48M | 1.3% |