Perennial Investment Advisors, LLC
Top Portfolio Positions
247 positions ·
$410,888,800 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
318,535 | $55,552,504 | 13.52% | |
| AAPL |
Apple Inc.
Technology
|
167,527 | $42,516,677 | 10.35% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
96,600 | $35,911,050 | 8.74% | |
| SPY |
Spdr S&P 500 ETF Trust
|
30,165 | $19,617,506 | 4.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
76,859 | $16,007,423 | 3.90% | |
| MSFT |
Microsoft Corp
Technology
|
33,999 | $12,585,409 | 3.06% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
20,253 | $11,689,626 | 2.84% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
20,579 | $9,861,456 | 2.40% | |
| OUNZ |
VanEck Merk Gold ETF
|
182,616 | $8,226,850 | 2.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,668 | $7,956,210 | 1.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OBDC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,413,935 | 399,090 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,187,262 | 417,318 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,454,679 | 427,148 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,014,454 | 419,418 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,931,201 | 404,584 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,896,890 | 390,006 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,477,431 | 375,939 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,891,220 | 383,543 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,874,052 | 381,928 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,337,230 | 361,601 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,879,576 | 352,316 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,761,644 | 354,817 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,268,043 | 338,465 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,531,054 | 305,719 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,483,739 | 239,512 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,576,526 | 208,964 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,874,355 | 194,476 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,341,426 | 165,355 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,893,379 | 134,092 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,841,914 | 129,076 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,533,991 | 111,401 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,380,851 | 109,072 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $947,325 | 78,551 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $732,549 | 59,412 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $429,564 | 37,224 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||