Institutions / Perennial Investment Advisors, LLC
Perennial Investment Advisors, LLC
CIK 1801523 · Institution · as of Dec 31, 2025
Portfolio value
$1.26B
Positions
491
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 491 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $62.44M | 4.9% |
| SPDR Series Trust | $53.35M | 4.2% |
| Invesco Exchange Traded Fd T | $53.01M | 4.2% |
| SPDR Series Trust | $51.97M | 4.1% |
| SPDR Series Trust | $48.41M | 3.8% |
| Tesla Inc | $44.94M | 3.6% |
| Apple Inc. | $44.53M | 3.5% |
| iShares Tr | $38.56M | 3.0% |
| First Tr Exchange Traded Fd | $30.96M | 2.4% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $23.32M | 1.8% |
| SPDR S&P 500 ETF Tr | $20.21M | 1.6% |
| iShares Tr | $20.09M | 1.6% |
| Amazon.com Inc | $16.92M | 1.3% |
| Microsoft Corp | $16.53M | 1.3% |
| Vanguard Index Fds | $12.97M | 1.0% |
| Invesco Qqq Tr | $12.46M | 1.0% |
| SPDR Series Trust | $11.70M | 0.9% |
| BlackRock ETF Trust | $11.47M | 0.9% |
| Vanguard Index Fds | $11.33M | 0.9% |
| Pacer Fds Tr | $10.81M | 0.9% |
| iShares MSCI UAE ETF | $10.80M | 0.9% |
| iShares Inc | $10.54M | 0.8% |
| Vanguard World Fd | $10.37M | 0.8% |
| iShares Tr | $10.24M | 0.8% |
| Global X Fds | $9.79M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.