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Home > Institutional Investor > Perennial Advisors, Llc > Profile

Instuitional Investor - Perennial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Perennial Advisors, Llc
Portfolio Value $501,315,705
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 75,924 $28,501,039 5.69%
2.
Apple Inc.
 AAPL 124,020 $27,548,647 5.5%
3.
Berkshire Hathaway Inc
 BRK.A 33 $26,348,573 5.26%
4.
Amazon Com Inc
 AMZN 86,204 $16,401,174 3.27%
5.
Fiserv Inc
 FI 72,890 $16,096,299 3.21%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)