Perennial Advisors, LLC Purchases and Sells in Q4 2025

Perennial Advisors, LLC

$580 Million
Q4 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	52.8K + 9830.54%	$110.29 - $1241.35 $5.82M - $65.5M	53.3K $5.88M
GOOG	434 + 0.48%	$237.49 - $291.74 $103K - $127K	90.7K $25.9M
SPLG	41.4K + 69.79%	$76.84 - $80.86 $3.18M - $3.35M	101K $7.97M
AMZN	2.61K + 3.02%	$213.04 - $254.0 $555K - $662K	89K $20.9M
AAPL	535 + 0.44%	$245.27 - $275.25 $131K - $147K	122K $32.6M
TMO	611 + 3.79%	$524.58 - $588.02 $321K - $359K	16.7K $9.48M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CEG	828 New	$335.74 - $401.43 $278K - $332K	828 $280K
GS	232 New	$744.6 - $838.97 $173K - $195K	232 $179K
DAVA	10K New	$6.56 - $9.65 $65.6K - $96.5K	10K $65K
LINDE PLC	2.43K New	N/A	2.43K $0
VANGUARD INSTL INDEX FD	11.5K New	N/A	11.5K $0

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APD	-21.8K - 74.45%	$237.56 - $271.47 $5.19M - $5.93M	7.49K $1.94M
FISV	-43.2K - 57.92%	N/A	31.4K $3.93M
ZTS	-768 - 2.64%	$118.8 - $147.53 $91.2K - $113K	28.3K $3.37M
NVDA	-4.21K - 3.07%	$179.83 - $207.04 $756K - $871K	133K $24.8M
FAST	-75 - 0.1%	$40.45 - $48.17 $3.03K - $3.61K	77.6K $3.14M
VOO	-627 - 33.55%	$600.51 - $631.95 $377K - $396K	1.24K $767K

Activity Summary All Purchases 73 New Holdings 5 Increased Positions 68 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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