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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 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGO BROADCOM INC Technology 7,029.0 $2.7M 0.41% +6K +365.8% $377.75 -2.5%
62 MDLZ MONDELEZ INTL INC Consumer Defensive 45,866.0 $2.7M 0.41% -32K -40.8% $57.85 +11.4%
63 BKLN INVESCO EXCH TRADED FD TR II 112,300.0 $2.3M 0.35% -15K -11.8% $20.37 +1.1%
64 JMTG J P MORGAN EXCHANGE TRADED F 44,290.0 $2.2M 0.35% +7K +19.4% $50.68 -1.2%
65 GEV GE VERNOVA INC Utilities 1,687.0 $2.0M 0.30% NEW $1174.86 -18.6%
66 IVE ISHARES TR 8,473.0 $1.9M 0.30% +5K +143.1% $227.06 +4.5%
67 FEDEX FGHT HLDG CO INC 12,657.0 $1.9M 0.29% NEW $151.00
68 AIPO TIDAL TRUST II 56,114.0 $1.9M 0.29% NEW $33.41 -13.5%
69 SHV ISHARES TR 16,876.0 $1.9M 0.29% +363.0 +2.2% $110.35 -0.0%
70 VHT VANGUARD WORLD FD 6,086.0 $1.8M 0.28% +5K +335.3% $299.01 +9.6%
71 NYF ISHARES TR 33,450.0 $1.8M 0.28% +3K +11.6% $53.91 -2.1%
72 SHLD GLOBAL X FDS 24,295.0 $1.5M 0.22% NEW $59.71 +12.4%
73 FISV FISERV INC Technology 28,128.0 $1.4M 0.21% -1K -4.1% $49.05 +7.2%
74 XOM EXXON MOBIL CORP Energy 9,160.0 $1.3M 0.19% $136.72 +20.8%
75 DIA STATE STR SPDR DOW JONES IND Financial Services 2,213.0 $1.2M 0.18% NEW $522.39 +1.9%
76 VTEB VANGUARD MUN BD FDS 22,597.0 $1.1M 0.18% -401.0 -1.7% $50.58 -2.1%
77 EXP EAGLE MATLS INC Basic Materials 5,043.0 $1.1M 0.17% $225.00 -8.0%
78 VOO VANGUARD INDEX FDS 1,594.0 $1.1M 0.17% +347.0 +27.8% $686.81 +2.5%
79 VXF VANGUARD INDEX FDS 4,244.0 $1.0M 0.16% -50.0 -1.2% $246.21 -0.3%
80 GATX GATX CORP Industrials 5,853.0 $1.0M 0.16% $177.19 -0.1%
Page 4 of 7  ·  136 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%