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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
Page 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,155.0 $313K 0.05% -1K -13.4% $38.42 +10.5%
102 T AT&T INC Communication Services 10,095.0 $293K 0.05% $28.99 -14.1%
103 BX BLACKSTONE INC Financial Services 2,426.0 $279K 0.05% +409.0 +20.3% $115.00 +2.6%
104 LMT LOCKHEED MARTIN CORP Industrials 458.0 $277K 0.05% -59.0 -11.4% $604.39 -12.1%
105 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 800.0 $270K 0.05% $337.95 +25.1%
106 BLK BLACKROCK INC Financial Services 281.0 $270K 0.05% +45.0 +19.1% $961.42 +11.3%
107 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,030.0 $263K 0.04% $23.81 +56.2%
108 HPQ HP INC Technology 13,500.0 $259K 0.04% $19.21 +32.7%
109 WMB WILLIAMS COS INC Energy 3,483.0 $253K 0.04% -662.0 -16.0% $72.78 +4.9%
110 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,225.0 $249K 0.04% -15.0 -1.2% $203.18 +7.1%
111 STT STATE STR CORP Financial Services 1,923.0 $243K 0.04% $126.56 +24.8%
112 EFA ISHARES TR 2,355.0 $229K 0.04% +20.0 +0.9% $97.13 +7.9%
113 PG PROCTER & GAMBLE CO Consumer Defensive 1,573.0 $227K 0.04% -68.0 -4.1% $144.40 +2.2%
114 PLTR PALANTIR TECHNOLOGIES INC Technology 1,520.0 $222K 0.04% $146.28 -9.4%
115 BKNG BOOKING HOLDINGS INC Consumer Cyclical 52.0 $219K 0.04% -10.0 -16.1% $4210.33 -96.0%
116 CMCSA COMCAST CORP NEW Communication Services 7,604.0 $218K 0.04% -1K -13.4% $28.71 -12.2%
117 BA BOEING CO Industrials 1,066.0 $212K 0.04% $199.07 +12.7%
118 MMM 3M CO Industrials 1,451.0 $211K 0.04% $145.26 +6.8%
119 APOS APOLLO GLOBAL MGMT INC Financial Services 1,800.0 $201K 0.03% $111.42 -76.6%
120 BRW SABA CAPITAL INCOME & OPRNT Financial Services 10,787.0 $73K 0.01% +400.0 +3.9% $6.74 +0.4%
Page 6 of 7  ·  122 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 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%