Portfolio (Quarterly) Guide ↗

PERRYMAN FINANCIAL ADVISORY INC /AD

· CIK 0000934040

13F Portfolio $667.0B AUM 175 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 85 Added 47 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	QCOM	QUALCOMM INC	Technology	1,358	$232K	0.03%	SOLD
2	VWOB	VANGUARD WHITEHALL FDS	—	3,348	$226K	0.03%	SOLD
3	IJR	ISHARES TR	—	1,799	$216K	0.03%	SOLD
4	ACN	ACCENTURE PLC IRELAND	Technology	771	$207K	0.03%	SOLD

Sector Allocation

Technology 35.5%

Financial Services 15.1%

Industrials 10.5%

Consumer Cyclical 10.1%

Communication Services 8.1%

Energy 7.6%

Consumer Defensive 6.9%

Healthcare 4.8%

Real Estate 1.1%

Basic Materials 0.4%