PERRYMAN FINANCIAL ADVISORY INC /AD: 13F holdings
CIK 9340402026Q2
| Positions | 191 |
|---|
| Reported value | $751.3m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 191 (+16 vs prior quarter) |
|---|
| Reported value | $751.3m (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 412,674 | $82.6m | 11.0% |
| AAPL APPLE INC | 196,075 | $56.7m | 7.6% |
| AMZN AMAZON COM INC | 100,752 | $24.0m | 3.2% |
| AVGO BROADCOM INC | 59,172 | $22.4m | 3.0% |
| GOOG ALPHABET INC | 62,717 | $22.2m | 2.9% |
| MSFT MICROSOFT CORP | 53,233 | $19.9m | 2.6% |
| JPM JPMORGAN CHASE & CO | 56,241 | $18.4m | 2.5% |
| V VISA INC | 49,855 | $17.1m | 2.3% |
| BX BLACKSTONE INC | 130,823 | $15.4m | 2.0% |
| GOOGL ALPHABET INC | 41,439 | $14.8m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="934040")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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