SEC Form 13F

Perennial Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-14
Reported value$649,221,162
Positions138

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$35,165,867121,530
ALPHABET INCGOOGCAP STK CL C$31,434,48088,966
MICROSOFT CORPMSFTCOM$28,105,93575,347
AMPHENOL CORPAPHCL A$27,589,145156,471
NVIDIA CORPORATIONNVDACOM$25,824,291129,063
BERKSHIRE HATHAWAY INC DELBRK.ACL A$24,712,05033
AMAZON COM INCAMZNCOM$21,665,81290,903
JPMORGAN CHASE & COJPMCOM$17,812,84554,419
SPDR GOLD TRGLDGOLD SHS$17,159,87846,582
AMERICAN EXPRESS COAXPCOM$16,266,38448,090

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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