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Latest Perennial Investment Advisors, LLC Stock Portfolio

$1.26Billion– No. of Holdings #498

Perennial Investment Advisors, LLC Performance:
2026 Q1: -3.67%YTD: -3.67%2025: 14.82%
Performance for 2026 Q1 is -3.67%, and YTD is -3.67%, and 2025 is 14.82%.

About Perennial Investment Advisors, LLC and 13F Hedge Fund Stock Holdings

Perennial Investment Advisors, LLC is a hedge fund based in Los Angeles, CA. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Perennial Investment Advisors, LLC reported an equity portfolio of $1.3 Billions as of 31 Mar, 2026.

The top stock holdings of Perennial Investment Advisors, LLC are NVDA, BIL, CSD. The fund has invested 4.4% of it's portfolio in NVIDIA CORPORATION and 4.3% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off MAIN STR CAP CORP (MAIN), CAPITAL GROUP CONSERVATIVE E and OKLO INC (ALCC) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ABRDN SILVER ETF TRUST (SIVR) and ISHARES TR (AMPS). Perennial Investment Advisors, LLC opened new stock positions in AIM ETF PRODUCTS TRUST (AZAA), TEMA ETF TRUST and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), NUSHARES ETF TR (NDVG) and ISHARES TR (IJR).
Perennial Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026

Perennial Investment Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Perennial Investment Advisors, LLC made a return of -3.67% in the last quarter. In trailing 12 months, it's portfolio return was 15.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
aim etf products trust1,487,620
tema etf trust813,371
berkshire hathaway inc del718,140
vanguard scottsdale fds600,676
invesco exchange traded fd t596,921
sprott asset management lp596,700
lumentum hldgs inc547,450
blackrock etf trust543,048
New stocks bought by Perennial Investment Advisors, LLC

Additions

Ticker% Inc.
ishares tr400
nushares etf tr237
ishares tr182
invesco exch traded fd tr ii176
ssga active tr173
invesco exch traded fd tr ii164
celestica inc162
vanguard whitehall fds106
Additions to existing portfolio by Perennial Investment Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-95.54
abrdn silver etf trust-81.76
ishares tr-46.42
cadence design system inc-44.64
draftkings inc new-42.98
ishares gold tr-41.59
unitedhealth group inc-39.57
ishares tr-38.91
Perennial Investment Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Perennial Investment Advisors, LLC

Sector Distribution

Perennial Investment Advisors, LLC has about 73.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Industrials
  • Healthcare
Sector%
Others73.9
Technology11.9
Consumer Cyclical4.8
Communication Services2.5
Financial Services1.5
Industrials1.3
Healthcare1.1

Market Cap. Distribution

Perennial Investment Advisors, LLC has about 24.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED73.9
MEGA-CAP20.2
LARGE-CAP4.7

Stocks belong to which Index?

About 24.8% of the stocks held by Perennial Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others75.2
S&P 50023.6
RUSSELL 20001.2
Top 5 Winners (%)%
WDC
western digital corp
54.7 %
VRT
vertiv holdings co
47.5 %
LNG
cheniere energy inc
43.5 %
XPO
xpo inc
43.1 %
STX
seagate technology hldngs pl
41.9 %
Top 5 Winners ($)$
HAPY
harbor etf trust
1.0 M
CVX
chevron corporation
0.8 M
XOM
exxon mobil corp
0.6 M
OUNZ
vaneck merk gold etf
0.6 M
XLB
select sector spdr tr
0.5 M
Top 5 Losers (%)%
APP
applovin corp
-40.6 %
SOFI
sofi technologies inc
-38.5 %
INTU
intuit
-32.0 %
zooz strategy ltd
-31.3 %
SNOW
snowflake inc
-31.1 %
Top 5 Losers ($)$
TSLA
tesla inc
-7.7 M
BIL
spdr series trust
-4.4 M
AOA
ishares tr
-4.3 M
NVDA
nvidia corporation
-4.0 M
MSFT
microsoft corp
-3.9 M

Perennial Investment Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Perennial Investment Advisors, LLC

Perennial Investment Advisors, LLC has 498 stocks in it's portfolio. About 34.6% of the portfolio is in top 10 stocks. TSLA proved to be the most loss making stock for the portfolio. HAPY was the most profitable stock for Perennial Investment Advisors, LLC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions