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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 $406,959,209
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 76,376 $28,720,303 7.05%
2.
Apple Inc.
 AAPL 131,457 $25,309,436 6.21%
3.
Alphabet Inc.
 GOOG 94,902 $13,374,539 3.28%
4.
Amazon Com Inc
 AMZN 84,382 $12,821,002 3.15%
5.
Spdr S & P 500 Etf Trust
 SPY 23,160 $11,008,111 2.7%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)