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Portfolio (Quarterly) Guide ↗

Perennial Advisors, LLC

· CIK 0001697360
13F Portfolio $587M AUM 124 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 49 Added 37 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IAU ISHARES GOLD TR Financial Services 43,703.0 $3.9M 0.66% NEW $88.16 -5.0%
2 JMTG J P MORGAN EXCHANGE TRADED F 37,106.0 $1.9M 0.32% NEW $51.00 -1.0%
3 RSP INVESCO EXCHANGE TRADED FD T 9,641.0 $1.9M 0.32% NEW $191.92 +8.1%
4 VHT VANGUARD WORLD FD 1,398.0 $381K 0.07% NEW $272.33 +2.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.2%
Financial Services 24.1%
Communication Services 11.7%
Industrials 10.4%
Consumer Cyclical 10.2%
Healthcare 8.9%
Consumer Defensive 3.9%
Basic Materials 1.6%
Utilities 1.4%
Energy 0.6%