Perennial Investment Advisors, LLC - Portfolio overview

Perennial Investment Advisors, LLC has 543 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 4.35%
2. QUS - SPDR SERIES TRUST, 4.27%
3. SPHQ - INVESCO EXCHANGE TRADED FD T, 4.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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