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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 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EFA ISHARES TR 2,380.0 $247K 0.04% +25.0 +1.1% $103.88 +4.2%
122 QQQM INVESCO EXCH TRADED FD TR II 805.0 $244K 0.04% NEW $302.97 -3.0%
123 LMT LOCKHEED MARTIN CORP Industrials 465.0 $237K 0.04% +7.0 +1.5% $509.46 +10.6%
124 MMM 3M CO Industrials 1,451.0 $235K 0.04% $161.94 +10.5%
125 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,300.0 $232K 0.04% +1K +2400.0% $178.24 +17.6%
126 BA BOEING CO Industrials 1,066.0 $231K 0.04% $216.51 -1.1%
127 BX BLACKSTONE INC Financial Services 1,917.0 $226K 0.04% -509.0 -21.0% $117.68 +21.8%
128 DFUS DIMENSIONAL ETF TRUST 2,678.0 $219K 0.03% NEW $81.94 +2.1%
129 STM STMICROELECTRONICS N V Technology 2,910.0 $218K 0.03% NEW $74.89 -32.5%
130 ABBV ABBVIE INC Healthcare 859.0 $216K 0.03% NEW $251.73 +5.3%
131 UBER UBER TECHNOLOGIES INC Technology 2,900.0 $209K 0.03% NEW $72.16 +9.2%
132 IVW ISHARES TR 1,476.0 $203K 0.03% NEW $137.53 +0.9%
133 PG PROCTER & GAMBLE CO Consumer Defensive 1,383.0 $203K 0.03% -190.0 -12.1% $146.62 -1.3%
134 VGK VANGUARD INTL EQUITY INDEX F 2,267.0 $201K 0.03% NEW $88.54 +4.7%
135 BRW SABA CAPITAL INCOME & OPRNT Financial Services 11,198.0 $74K 0.01% +411.0 +3.8% $6.57 -2.1%
136 DAVA ENDAVA PLC Technology 10,000.0 $28K 0.00% $2.83 +12.7%
Page 7 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%