Perennial Investment Advisors, LLC: 13F holdings
CIK 18015232026Q2
| Positions | 561 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 561 (+63 vs prior quarter) |
|---|
| Reported value | $1.5bn (+19.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 323,551 | $64.7m | 4.3% |
| SPYG SPDR SERIES TRUST | 496,052 | $59.0m | 3.9% |
| QUS SPDR SERIES TRUST | 300,970 | $56.2m | 3.7% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 591,843 | $53.3m | 3.5% |
| IWY ISHARES TR | 175,672 | $51.1m | 3.4% |
| SPYV SPDR SERIES TRUST | 813,155 | $49.4m | 3.3% |
| AAPL APPLE INC | 169,271 | $49.0m | 3.3% |
| RDVY FIRST TR EXCHANGE TRADED FD | 554,406 | $44.9m | 3.0% |
| TSLA TESLA INC | 93,847 | $39.5m | 2.6% |
| SPYM SPDR SERIES TRUST | 416,925 | $36.6m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801523")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples