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Home > Institutional Investor > Perennial Investment Advisors, Llc > Profile

Instuitional Investor - Perennial Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Perennial Investment Advisors, Llc
Portfolio Value $1,035,516,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 536,744 $51,163,122 4.94%
2.
Spdr Series Trust
 819,774 $42,906,988 4.14%
3.
Spdr Series Trust - MSCI USA STRTGIC
 244,173 $39,822,275 3.85%
4.
Nvidia Corp
 NVDA 215,246 $34,007,387 3.28%
5.
Apple Inc.
 AAPL 159,664 $32,759,193 3.16%
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)