Perennial Investment Advisors, LLC
CIK
1801523
City
Los Angeles
State / Country
CA
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 OPP
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,463 | 16,097 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $126,182 | 15,872 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $220,278 | 25,824 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $219,529 | 25,676 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $219,038 | 25,529 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $265,128 | 31,790 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $398,000 | 44,383 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $357,486 | 41,824 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $356,248 | 41,824 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $345,503 | 41,824 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $346,859 | 44,377 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $429,141 | 50,854 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $475,655 | 56,234 | Shares | Sole | 2023-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||