Perennial Advisors, LLC Reduced Holdings in Q4 2025

Perennial Advisors, LLC

  • $580 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
-21.8K
- 74.45%
$237.56 - $271.47 $5.19M - $5.93M
7.49K $1.94M
FISV
Fiserv Inc

Technology
-43.2K
- 57.92%
N/A
31.4K $3.93M
ZTS
Zoetis Inc.

Healthcare
-768
- 2.64%
$118.8 - $147.53 $91.2K - $113K
28.3K $3.37M
NVDA
Nvidia Corp

Technology
-4.21K
- 3.07%
$179.83 - $207.04 $756K - $871K
133K $24.8M
FAST
Fastenal CO

Industrials
-75
- 0.1%
$40.45 - $48.17 $3.03K - $3.61K
77.6K $3.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-627
- 33.55%
$600.51 - $631.95 $377K - $396K
1.24K $767K
VZ
Verizon Communications Inc

Communication Services
-36
- 0.03%
$38.4 - $43.83 $1.38K - $1.58K
103K $4.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-345
- 7.13%
$589.5 - $635.77 $203K - $219K
4.49K $2.71M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-4.02K
- 33.9%
$30.13 - $30.32 $121K - $122K
7.84K $236K
ADP
Automatic Data Processing Inc

Industrials
-90
- 6.77%
$250.9 - $292.94 $22.6K - $26.4K
1.24K $311K
CVX
Chevron Corp

Energy
-262
- 6.25%
$148.9 - $157.72 $39K - $41.3K
3.93K $607K
STGW
Stagwell Inc

Communication Services
-2K
- 6.67%
$4.67 - $5.62 $9.34K - $11.2K
28K $134K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-3K
- 26.76%
$17.1 - $23.05 $51.3K - $69.2K
8.21K $189K
PLTR
Palantir Technologies Inc.

Technology
-5
- 0.33%
$172.14 - $207.18 $861 - $1.04K
1.52K $264K
STT
State Street Corp

Financial Services
-75
- 3.75%
$111.0 - $121.11 $8.33K - $9.08K
1.92K $224K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-238
- 0.87%
$25.2 - $26.46 $6K - $6.3K
27K $697K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-95
- 0.42%
$49.98 - $50.59 $4.75K - $4.81K
22.6K $1.14M
Lam Research Corp
-4.19K
- 21.24%
N/A
15.5K $0
KLAC
Kla Corp

Technology
-39
- 3.94%
$982.75 - $1235.28 $38.3K - $48.2K
950 $1.08M
IBM
International Business Machines Corp

Technology
-30
- 2.06%
$275.97 - $314.98 $8.28K - $9.45K
1.43K $423K
LEA
Lear Corp

Consumer Cyclical
-1.39K
- 4.17%
$96.78 - $110.13 $135K - $153K
32K $3.4M
AMAT
Applied Materials Inc

Technology
-616
- 2.74%
$209.95 - $240.89 $129K - $148K
21.9K $5M
APH
Amphenol Corp

Technology
-1.83K
- 1.04%
$121.7 - $143.85 $223K - $263K
174K $23.3M
Activity Summary
Buys All Purchases 73 New Holdings 5 Increased Positions 68 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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