Long-term investor
Perennial Advisors, LLC @perennialadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697360).
Record
- Tracked since 2025-06-30 (449 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +6.3% · 1 year n/a · all +5.7%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.4% · long · since 2025-06-30
- 02079K107 · 4.8% · long · since 2025-06-30
- MSFT · 4.3% · long · since 2025-06-30
- APH · 4.2% · long · since 2025-06-30
- NVDA · 4.0% · long · since 2025-06-30
- 084670108 · 3.8% · long · since 2025-06-30
- AMZN · 3.3% · long · since 2025-06-30
- JPM · 2.7% · long · since 2025-06-30
- GLD · 2.6% · long · since 2025-06-30
- AXP · 2.5% · long · since 2025-06-30
- CSCO · 2.4% · long · since 2025-06-30
- AMAT · 2.2% · long · since 2025-06-30