Perennial Investment Advisors, LLC
Top Portfolio Positions
247 positions ·
$409,824,445 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
318,535 | $55,552,504 | 13.56% | |
| AAPL |
Apple Inc.
Technology
|
167,527 | $42,516,677 | 10.37% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
96,600 | $35,911,050 | 8.76% | |
| SPY |
Spdr S&P 500 ETF Trust
|
30,165 | $19,617,506 | 4.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
76,859 | $16,007,423 | 3.91% | |
| MSFT |
Microsoft Corp
Technology
|
33,999 | $12,585,409 | 3.07% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
20,253 | $11,689,626 | 2.85% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
20,579 | $9,861,456 | 2.41% | |
| OUNZ |
VanEck Merk Gold ETF
|
182,616 | $8,226,850 | 2.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,668 | $7,956,210 | 1.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IMMR
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,403 | 20,953 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $201,239 | 29,594 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $231,753 | 31,574 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $279,842 | 35,513 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $271,318 | 35,794 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $322,346 | 36,924 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $329,495 | 36,939 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $349,129 | 37,102 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $315,558 | 42,187 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $318,208 | 45,072 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $300,523 | 45,465 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $335,330 | 47,363 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $412,777 | 46,172 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $331,886 | 47,210 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $280,868 | 51,160 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $282,566 | 52,915 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $191,208 | 34,390 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $253,352 | 44,370 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $427,568 | 62,510 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $164,437 | 18,750 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $123,582 | 12,900 | Shares | Sole | 2021-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||