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Perennial Advisors, LLC

All holdings · as of Dec 31, 2025

127 positions

CompanyClassValueShares% of portfolio
ROPER TECHNOLOGIES INC$292.0K6560.0%
SEACOR Marine Holdings Inc.SMHICommon Stock$277.1K46,0380.0%
Palo Alto Networks Inc$276.3K1,5000.0%
Palantir Technologies Inc$270.2K1,5200.0%
Hewlett Packard Enterprise Co$264.9K11,0300.0%
Comcast Corp.$262.4K8,7790.0%
Apollo Global Management, Inc.$260.6K1,8000.0%
Bristow Group Inc.$257.3K7,0250.0%
BlackRock, Inc.$252.9K2360.0%
AT&T INC.$250.8K10,0950.0%
LOCKHEED MARTIN CORP$250.1K5170.0%
Williams Cos Inc/The$249.2K4,1450.0%
STATE STREET CORPORATION$248.1K1,9230.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$243.1K8000.0%
SPDR SERIES TRUST$236.8K7,8400.0%
Warner Bros. Discovery, Inc.$236.6K8,2090.0%
PROCTER & GAMBLE Co$235.2K1,6410.0%
The Boeing Company$232.6K1,0710.0%
3M CO$232.4K1,4510.0%
ISHARES TR$224.2K2,3350.0%
ELECTRONIC ARTS INC.$208.2K1,0190.0%
ISHARES TR$207.6K9790.0%
THE GOLDMAN SACHS GROUP, INC.$203.9K2320.0%
Stagwell IncSTGWCommon Stock$136.9K28,0000.0%
ASP Isotopes Inc.$80.3K15,0000.0%
SABA CAPITAL INCOME & OPRNT$72.8K10,3870.0%
Endava plc$63.2K10,0000.0%
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