Perennial Investment Advisors, LLC Portfolio Holdings

Perennial Investment Advisors, LLC

  • $1.15 Billion
  • Q3 2025

Perennial Investment Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.15 Billion distributed in 482 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $64.1M, Tesla, Inc. with a value of $53.8M, Spdr Portfolio with a value of $53.5M, Invesco Exchange Traded Fd Tr with a value of $52.1M, and Spdr Ser Tr Msci Usa Strategic with a value of $45.2M.

Examining the 13F form we can see an increase of $159M in the current position value, from $989M to 1.15B.

Perennial Investment Advisors, LLC is based out at Los Angeles, CA

Below you can find more details about Perennial Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.15 Billion
ETFs: $755 Million
Technology: $171 Million
Consumer Cyclical: $80.2 Million
Financial Services: $47.3 Million
Communication Services: $30.5 Million
Industrials: $15.8 Million
Healthcare: $13.1 Million
Consumer Defensive: $10.9 Million
Other: $11.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$64.1 Million 5.58% of portfolio
343,567
Q3 2025 Added 59.62%
$1.29T
$53.8 Million 4.68% of portfolio
120,869
Q3 2025 Added 327.82%
$0
$53.5 Million 4.66% of portfolio
512,373
Q3 2025 Reduced 4.54%
$0
$52.1 Million 4.54% of portfolio
710,416
Q3 2025 Added 58.1%
$0
$45.2 Million 3.94% of portfolio
264,000
Q3 2025 Added 8.12%
$0
$44.3 Million 3.86% of portfolio
801,338
Q3 2025 Reduced 2.25%
$4.3T
$41.8 Million 3.64% of portfolio
164,241
Q3 2025 Added 2.87%
$0
$33.1 Million 2.88% of portfolio
121,002
Q3 2025 Added 8.35%
$0
$28 Million 2.44% of portfolio
416,847
Q3 2025 Added 7.19%
$0
$23.5 Million 2.04% of portfolio
119,809
Q3 2025 Reduced 19.56%
$0
$22.6 Million 1.97% of portfolio
381,293
Q3 2025 Added 20.94%
$0
$18.5 Million 1.61% of portfolio
27,722
Q3 2025 Added 0.74%
$3.78T
$17.4 Million 1.51% of portfolio
33,576
Q3 2025 Reduced 6.0%
$2.39T
$16 Million 1.4% of portfolio
73,073
Q3 2025 Added 0.38%
$0
$13.2 Million 1.15% of portfolio
40,276
Q3 2025 Reduced 2.54%
$0
$11.9 Million 1.03% of portfolio
19,773
Q3 2025 Added 2.93%
$0
$11.1 Million 0.97% of portfolio
124,349
Q3 2025 Reduced 11.97%
$0
$11 Million 0.96% of portfolio
22,886
Q3 2025 Added 3.53%
$0
$10.6 Million 0.92% of portfolio
184,644
Q3 2025 Added 4.99%
$0
$10.3 Million 0.9% of portfolio
13,861
Q3 2025 Reduced 2.04%
$0
$10.3 Million 0.9% of portfolio
90,676
Q3 2025 Reduced 36.69%
$0
$10.2 Million 0.89% of portfolio
52,524
Q3 2025 Reduced 50.63%
$662B
$10.1 Million 0.88% of portfolio
20,178
Q3 2025 Reduced 1.41%
$0
$9.19 Million 0.8% of portfolio
13,724
Q3 2025 Added 0.38%
$0
$9.12 Million 0.79% of portfolio
48,909
Q3 2025 Added 7.14%
$1.37T
$7.83 Million 0.68% of portfolio
10,658
Q3 2025 Added 0.44%
$0
$7.57 Million 0.66% of portfolio
28,466
Q3 2025 Added 66.84%
$0
$7.34 Million 0.64% of portfolio
136,849
Q3 2025 Added 27.51%
$0
$7.08 Million 0.62% of portfolio
131,289
Q3 2025 Added 0.54%
$342B
$7.15 Million 0.62% of portfolio
39,207
Q3 2025 Added 4.14%
$0
$6.85 Million 0.6% of portfolio
26,714
Q3 2025 Added 6.46%
$1.65T
$6.6 Million 0.57% of portfolio
27,144
Q3 2025 Reduced 2.37%
$139B
$6.57 Million 0.57% of portfolio
19,911
Q3 2025 Reduced 3.02%
$0
$6.1 Million 0.53% of portfolio
43,578
Q3 2025 Added 6.49%
$0
$5.74 Million 0.5% of portfolio
37,203
Q3 2025 Added 15.92%
$5.27B
$5.72 Million 0.5% of portfolio
427,148
Q3 2025 Added 1.84%
$1.74T
$5.69 Million 0.5% of portfolio
23,382
Q3 2025 Added 1.04%
$49.1B
$5.78 Million 0.5% of portfolio
4,817
Q3 2025 Added 78.21%
$0
$5.57 Million 0.49% of portfolio
93,021
Q3 2025 Added 16.17%
$0
$5.54 Million 0.48% of portfolio
19,639
Q3 2025 Reduced 13.55%
$0
$5.4 Million 0.47% of portfolio
51,423
Q3 2025 Reduced 2.38%
$0
$5.39 Million 0.47% of portfolio
122,779
Q3 2025 Added 10.98%
$1.44B
$5.2 Million 0.45% of portfolio
139,883
Q3 2025 Added 57.51%
$0
$4.96 Million 0.43% of portfolio
100,392
Q3 2025 Added 27.16%
$0
$4.96 Million 0.43% of portfolio
54,103
Q3 2025 Added 8.01%
$65.3B
$4.87 Million 0.42% of portfolio
66,937
Q3 2025 Added 9.43%
$0
$4.54 Million 0.4% of portfolio
56,239
Q3 2025 Reduced 6.1%
$0
$4.6 Million 0.4% of portfolio
109,501
Q3 2025 Added 11.91%
$0
$4.61 Million 0.4% of portfolio
41,638
Q3 2025 Added 0.81%

Summary

  • Portfolio
  • No. of Stocks 482
  • Current Value $1.15 Billion
  • Prior Value $989 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 45 stocks
  • Additional Purchases 204 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 204 stocks
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