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Portfolio (Quarterly) Guide ↗

Perennial Advisors, LLC

· CIK 0001697360
13F Portfolio $649M AUM 138 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 33 Added 54 Reduced 9 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EVLN MORGAN STANLEY ETF TRUST 98,238.0 $4.8M 0.73% NEW $48.51 +0.8%
2 HONEYWELL AEROSPACE INC 21,088.0 $4.7M 0.72% NEW $221.08
3 SMH VANECK ETF TRUST 5,171.0 $3.4M 0.52% NEW $655.89 -14.6%
4 GEV GE VERNOVA INC Utilities 1,687.0 $2.0M 0.30% NEW $1174.86 -18.6%
5 FEDEX FGHT HLDG CO INC 12,657.0 $1.9M 0.29% NEW $151.00
6 AIPO TIDAL TRUST II 56,114.0 $1.9M 0.29% NEW $33.41 -13.5%
7 SHLD GLOBAL X FDS 24,295.0 $1.5M 0.22% NEW $59.71 +12.4%
8 DIA STATE STR SPDR DOW JONES IND Financial Services 2,213.0 $1.2M 0.18% NEW $522.39 +1.9%
9 VYMI VANGUARD WHITEHALL FDS 3,879.0 $381K 0.06% NEW $98.20 +7.2%
10 MU MICRON TECHNOLOGY INC Technology 275.0 $317K 0.05% NEW $1154.29 -16.2%
11 ITA ISHARES TR 1,247.0 $302K 0.05% NEW $242.42 -2.1%
12 VYM VANGUARD WHITEHALL FDS 1,881.0 $297K 0.05% NEW $158.03 +4.4%
13 TXN TEXAS INSTRS INC Technology 937.0 $279K 0.04% NEW $298.07 -11.3%
14 INTC INTEL CORP Technology 2,000.0 $279K 0.04% NEW $139.63 -35.5%
15 DFAX DIMENSIONAL ETF TRUST 6,931.0 $255K 0.04% NEW $36.84 +3.6%
16 CEG CONSTELLATION ENERGY CORP Utilities 997.0 $248K 0.04% NEW $248.37 +9.9%
17 QQQM INVESCO EXCH TRADED FD TR II 805.0 $244K 0.04% NEW $302.97 -3.0%
18 DFUS DIMENSIONAL ETF TRUST 2,678.0 $219K 0.03% NEW $81.94 +2.1%
19 STM STMICROELECTRONICS N V Technology 2,910.0 $218K 0.03% NEW $74.89 -32.5%
20 ABBV ABBVIE INC Healthcare 859.0 $216K 0.03% NEW $251.73 +5.3%
Page 1 of 2  ·  23 positions

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 35.6%
Financial Services 24.2%
Consumer Cyclical 10.7%
Industrials 8.6%
Healthcare 7.5%
Communication Services 5.9%
Consumer Defensive 3.4%
Utilities 1.9%
Basic Materials 1.7%
Energy 0.5%