Institutions / Perryman Financial Advisory Inc /Ad
Perryman Financial Advisory Inc /Ad
CIK 934040 · Institution · as of Dec 31, 2025
Portfolio value
$681.49M
Positions
170
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 170 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $79.66M | 11.7% |
| Apple Inc. | $54.51M | 8.0% |
| Microsoft Corp | $24.86M | 3.6% |
| Amazon.com Inc | $22.21M | 3.3% |
| Broadcom Inc. | $20.61M | 3.0% |
| Alphabet Inc. | $20.12M | 3.0% |
| Blackstone Inc | $19.87M | 2.9% |
| JPMorgan Chase & Co | $18.41M | 2.7% |
| Visa Inc | $15.59M | 2.3% |
| Mastercard Inc | $14.19M | 2.1% |
| Alphabet Inc. | $12.92M | 1.9% |
| Waste Management Inc | $12.91M | 1.9% |
| Marriott International Inc/MD | $10.94M | 1.6% |
| First Tr Exchange-Traded Fd | $10.52M | 1.5% |
| Johnson & Johnson | $9.71M | 1.4% |
| First Tr Exchange Traded Fd | $9.38M | 1.4% |
| Costco Wholesale Corp /New | $9.30M | 1.4% |
| PROCTER & GAMBLE Co | $9.26M | 1.4% |
| Bank of America Corp /De | $9.21M | 1.4% |
| RTX Corp | $8.89M | 1.3% |
| First Tr Exchange-Traded | $8.84M | 1.3% |
| Exxon Mobil Corp | $8.45M | 1.2% |
| iShares Tr | $8.31M | 1.2% |
| First Tr Exchange Traded Fd | $8.28M | 1.2% |
| Vanguard Admiral Fds Inc | $8.12M | 1.2% |
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.