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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPGM SPDR INDEX SHS FDS 5,355.0 $459K 0.07% $85.67 +2.5%
102 TSLA TESLA INC Consumer Cyclical 995.0 $418K 0.06% +20.0 +2.0% $420.60 -13.7%
103 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 800.0 $382K 0.06% $477.57 -12.3%
104 VYMI VANGUARD WHITEHALL FDS 3,879.0 $381K 0.06% NEW $98.20 +7.2%
105 SMHI SEACOR MARINE HLDGS INC Industrials 46,038.0 $352K 0.05% $7.65 +30.2%
106 STT STATE STR CORP Financial Services 1,873.0 $318K 0.05% -50.0 -2.6% $169.60 +10.3%
107 MU MICRON TECHNOLOGY INC Technology 275.0 $317K 0.05% NEW $1154.29 -16.2%
108 ITA ISHARES TR 1,247.0 $302K 0.05% NEW $242.42 -2.1%
109 VYM VANGUARD WHITEHALL FDS 1,881.0 $297K 0.05% NEW $158.03 +4.4%
110 HPQ HP INC Technology 13,500.0 $296K 0.05% $21.94 +35.4%
111 VTOL BRISTOW GROUP INC Energy 7,025.0 $290K 0.04% $41.32 +9.6%
112 TXN TEXAS INSTRS INC Technology 937.0 $279K 0.04% NEW $298.07 -11.3%
113 INTC INTEL CORP Technology 2,000.0 $279K 0.04% NEW $139.63 -35.5%
114 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,225.0 $274K 0.04% $223.95 +25.4%
115 SLV ISHARES SILVER TR Financial Services 4,933.0 $264K 0.04% $53.47 +17.3%
116 BLK BLACKROCK INC Financial Services 271.0 $261K 0.04% -10.0 -3.6% $963.28 +20.1%
117 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,815.0 $260K 0.04% -340.0 -4.2% $33.29 +31.2%
118 WMB WILLIAMS COS INC Energy 3,483.0 $259K 0.04% $74.34 -5.2%
119 DFAX DIMENSIONAL ETF TRUST 6,931.0 $255K 0.04% NEW $36.84 +3.6%
120 CEG CONSTELLATION ENERGY CORP Utilities 997.0 $248K 0.04% NEW $248.37 +9.9%
Page 6 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%