Perennial Advisors, LLC

Institutional manager (13F) · CIK 1697360

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $519M

#	Issuer	Value	Shares
1	APPLE INC	$31M	122,546
2	MICROSOFT CORP	$28M	75,275
3	ALPHABET INC	$26M	90,016
4	BERKSHIRE HATHAWAY INC DEL	$24M	33
5	NVIDIA CORPORATION	$23M	131,825
6	AMPHENOL CORP	$21M	168,622
7	AMAZON COM INC	$19M	90,516
8	SPDR GOLD TR	$19M	43,388
9	JPMORGAN CHASE & CO	$17M	56,156
10	AMERICAN EXPRESS CO	$15M	48,626
11	COSTCO WHOLESALE CORPORATION	$13M	13,502
12	MASTERCARD INCORPORATED	$13M	25,160
13	JOHNSON & JOHNSON	$12M	48,792
14	VISA INC	$12M	38,569
15	J P MORGAN EXCHANGE TRADED F	$11M	217,043
16	KKR & CO INC	$11M	116,084
17	STATE STR SPDR S&P 500 ETF T	$11M	16,412
18	CISCO SYS INC	$10M	133,588
19	HONEYWELL INTL INC	$10M	43,870
20	META PLATFORMS INC	$10M	16,916
21	FEDEX CORP	$10M	26,839
22	ISHARES TR	$9M	178,909
23	UNION PAC CORP	$9M	36,757
24	MCDONALDS CORP	$9M	28,235
25	GENERAL DYNAMICS CORP	$9M	25,330
26	THERMO FISHER SCIENTIFIC INC	$8M	16,820
27	SPDR SERIES TRUST	$7M	95,054
28	AMERICAN WTR WKS CO INC NEW	$7M	51,325
29	AMGEN INC	$7M	19,719
30	APPLIED MATLS INC	$7M	20,236
31	NETFLIX INC.	$6M	66,886
32	DISNEY WALT CO	$6M	66,579
33	VANGUARD SCOTTSDALE FDS	$6M	80,116
34	NOVARTIS AG	$6M	40,888
35	XYLEM INC	$6M	51,124
36	US BANCORP	$6M	112,457
37	MEDTRONIC PLC	$6M	63,972
38	VANGUARD INDEX FDS	$5M	16,901
39	LINDE PLC	$5M	10,788
40	TJX COS INC NEW	$5M	33,337
41	STARBUCKS CORP	$5M	59,077
42	HOME DEPOT INC	$5M	15,179
43	VERIZON COMMUNICATIONS INC	$5M	99,167
44	MONDELEZ INTL INC	$4M	77,454
45	INVESCO QQQ TR	$4M	7,629
46	ARES CAPITAL CORP	$4M	236,129
47	VANGUARD SCOTTSDALE FDS	$4M	50,800
48	J P MORGAN EXCHANGE TRADED F	$4M	81,140
49	ISHARES TR	$4M	133,627
50	LEAR CORP	$4M	33,035

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.