Perennial Investment Advisors, LLC
Top Portfolio Positions
246 positions ·
$401,027,344 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
318,535 | $55,552,504 | 13.85% | |
| AAPL |
Apple Inc.
Technology
|
167,527 | $42,516,677 | 10.60% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
96,600 | $35,911,050 | 8.95% | |
| SPY |
Spdr S&P 500 ETF Trust
|
30,165 | $19,617,506 | 4.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
76,859 | $16,007,423 | 3.99% | |
| MSFT |
Microsoft Corp
Technology
|
33,999 | $12,585,409 | 3.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
20,253 | $11,689,626 | 2.91% | |
| OUNZ |
VanEck Merk Gold ETF
|
182,616 | $8,226,850 | 2.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,668 | $7,956,210 | 1.98% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,501 | $6,580,067 | 1.64% |
Portfolio Trend
Holdings in DEFT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,530 | 10,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,550 | 10,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,100 | 10,000 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||