Long-term investor
Perryman Financial Advisory Inc. @perrymanfinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000934040).
Record
- Tracked since 2025-12-31 (270 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +713.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 11.0% · long · since 2025-12-31
- AAPL · 7.6% · long · since 2025-12-31
- AMZN · 3.2% · long · since 2025-12-31
- AVGO · 3.0% · long · since 2025-12-31
- 02079K107 · 2.9% · long · since 2025-12-31
- MSFT · 2.6% · long · since 2025-12-31
- JPM · 2.5% · long · since 2025-12-31
- V · 2.3% · long · since 2025-12-31
- BX · 2.0% · long · since 2025-12-31
- GOOGL · 2.0% · long · since 2025-12-31
- MA · 1.9% · long · since 2025-12-31
- WM · 1.8% · long · since 2025-12-31