Notify me when Perennial Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 127 | $596,430,594 | +$24,884,394 | -$16,564,888 | +$8,319,506 | MSFT, AAPL, GOOG, BRKA, NVDA | 13F-HR | 12 Jan 2026, 09:37 |
| Q3 2025 | 127 | $577,387,354 | +$11,933,526 | -$6,474,077 | +$5,459,449 | MSFT, AAPL, NVDA, BRKA, GOOG | 13F-HR | 14 Oct 2025, 09:53 |
| Q2 2025 | 123 | $538,296,526 | +$11,369,301 | -$7,295,436 | +$4,073,865 | MSFT, AAPL, BERKSHIRE HATHAWAY INC DEL, NVDA, AMZN | 13F-HR | 15 Jul 2025, 16:19 |
| Q1 2025 | 113 | $501,315,705 | +$62,522,238 | -$6,195,184 | +$56,327,054 | MSFT, AAPL, BERKSHIRE HATHAWAY INC DEL, AMZN, FI | 13F-HR | 14 Apr 2025, 09:58 |
| Q4 2024 | 76 | $459,445,857 | +$13,961,697 | -$29,612,984 | -$15,651,287 | MSFT, AAPL, NVDA, AMZN, GOOG | 13F-HR | 21 Feb 2025, 12:20 |
| Q2 2024 | 111 | $445,873,061 | +$29,104,863 | -$4,091,368 | +$25,013,495 | MSFT, AAPL, NVDA, GOOG, AMZN | 13F-HR | 23 Jul 2024, 13:54 |
| Q1 2024 | 110 | $429,700,334 | +$9,737,216 | -$18,764,429 | -$9,027,213 | MSFT, AAPL, AMZN, GOOG, NVDA | 13F-HR | 10 Apr 2024, 11:31 |
| Q4 2023 | 114 | $406,483,635 | +$15,008,260 | -$19,993,691 | -$4,985,431 | MSFT, AAPL, GOOG, AMZN, SPY | 13F-HR | 25 Jan 2024, 11:35 |
| Q3 2023 | 108 | $370,796,243 | +$4,789,088 | -$13,365,008 | -$8,575,920 | MSFT, AAPL, GOOG, ATVI, AMZN | 13F-HR | 17 Oct 2023, 09:44 |
| Q2 2023 | 116 | $392,288,267 | +$32,740,483 | -$11,482,619 | +$21,257,864 | MSFT, AAPL, GOOG, AMZN, ATVI | 13F-HR | 01 Aug 2023, 11:51 |
| Q1 2023 | 111 | $349,467,949 | +$24,497,182 | -$10,651,461 | +$13,845,721 | MSFT, AAPL, SHV, GOOG, ATVI | 13F-HR | 12 May 2023, 11:15 |
| Q4 2022 | 88 | $314,312,035 | +$4,672,061 | -$15,724,236 | -$11,052,175 | MSFT, AAPL, ATVI, JNJ, GOOG | 13F-HR | 31 Jan 2023, 16:19 |
| Q3 2022 | 87 | $304,759,000 | +$25,620,874 | -$13,565,028 | +$12,055,846 | AAPL, MSFT, GOOG, ATVI, JNJ | 13F-HR | 09 Nov 2022, 13:31 |
| Q2 2022 | 87 | $321,204,000 | +$19,607,724 | -$18,087,590 | +$1,520,134 | AAPL, MSFT, GOOG, ATVI, JNJ | 13F-HR | 09 Aug 2022, 10:58 |
| Q1 2022 | 91 | $376,649,000 | +$29,273,037 | -$3,633,634 | +$25,639,403 | AAPL, MSFT, GOOG, AMZN, AXP | 13F-HR | 27 Apr 2022, 13:48 |
| Q4 2021 | 85 | $371,086,000 | +$16,603,276 | -$6,446,854 | +$10,156,422 | AAPL, MSFT, GOOG, TMO, VCSH | 13F-HR | 08 Feb 2022, 10:03 |
| Q3 2021 | 80 | $339,533,000 | +$9,400,546 | -$10,495,549 | -$1,095,003 | AAPL, MSFT, GOOG, VCSH, ATVI | 13F-HR | 08 Nov 2021, 15:23 |
| Q2 2021 | 295 | $344,447,000 | +$9,146,063 | -$1,288,059 | +$7,858,004 | AAPL, MSFT, GOOG, ATVI, VCSH | 13F-HR | 13 Aug 2021, 06:11 |
| Q1 2021 | 292 | $317,815,000 | +$31,310,854 | -$3,868,423 | +$27,442,431 | AAPL, MSFT, ATVI, VCSH, GOOG | 13F-HR | 17 May 2021, 11:43 |
| Q4 2020 | 248 | $283,894,000 | +$19,155,316 | -$3,078,985 | +$16,076,331 | AAPL, MSFT, VCSH, MA, AMZN | 13F-HR | 12 Feb 2021, 16:46 |
| Q3 2020 | 75 | $244,349,000 | +$18,204,880 | -$19,939,108 | -$1,734,228 | AAPL, MSFT, AMZN, MA, VCSH | 13F-HR | 16 Nov 2020, 16:08 |
| Q2 2020 | 224 | $235,195,000 | +$32,946,661 | -$6,818,393 | +$26,128,268 | AAPL, MSFT, BRKA, MA, AMZN | 13F-HR | 14 Aug 2020, 08:25 |
| Q1 2020 | 87 | $179,506,000 | +$19,234,539 | -$15,145,034 | +$4,089,505 | MSFT, AAPL, FI, MA, GLD | Restatement | 19 May 2020, 14:10 |
| Q4 2019 | 77 | $208,047,000 | +$6,921,266 | -$6,483,604 | +$437,662 | BRKA, AAPL, MSFT, MA, FI | 13F-HR | 23 Jan 2020, 11:51 |
| Q3 2019 | 75 | $193,010,000 | +$4,865,494 | -$1,199,982 | +$3,665,512 | BRKA, AAPL, MSFT, MA, FI | 13F-HR | 05 Nov 2019, 15:50 |
| Q2 2019 | 75 | $187,823,000 | +$6,260,211 | -$3,333,411 | +$2,926,800 | BRKA, MSFT, MA, AAPL, FI | 13F-HR | 18 Jul 2019, 13:40 |
| Q1 2019 | 78 | $175,862,000 | +$10,753,267 | -$7,345,126 | +$3,408,141 | BRKA, AAPL, MSFT, MA, FI | 13F-HR | 30 Apr 2019, 17:15 |
| Q4 2018 | 214 | $154,435,000 | +$7,946,604 | -$6,194,203 | +$1,752,401 | BRKA, AAPL, MA, MSFT, FI | 13F-HR | 29 Jan 2019, 15:55 |
| Q3 2018 | 206 | $173,740,000 | +$4,313,984 | -$5,198,269 | -$884,285 | BRKA, AAPL, MA, MSFT, FI | 13F-HR | 05 Nov 2018, 11:56 |
| Q2 2018 | 210 | $162,196,000 | +$10,342,778 | -$8,429,125 | +$1,913,653 | BRKA, AAPL, MA, MSFT, FI | 13F-HR | 10 Aug 2018, 16:13 |
| Q1 2018 | 205 | $158,433,000 | +$9,009,662 | -$9,280,430 | -$270,768 | BRKA, AAPL, MA, JPM, JNJ | 13F-HR | 23 Apr 2018, 20:00 |
| Q4 2017 | 202 | $161,079,000 | +$7,650,195 | -$2,863,732 | +$4,786,463 | BRKA, AAPL, JNJ, MA, MSFT | 13F-HR | 29 Jan 2018, 10:51 |
| Q3 2017 | 190 | $147,801,000 | +$5,641,956 | -$2,169,651 | +$3,472,305 | BRKA, AAPL, JNJ, GLD, MA | 13F-HR | 30 Oct 2017, 14:18 |
| Q2 2017 | 199 | $137,798,000 | +$6,902,490 | -$2,658,413 | +$4,244,077 | BRKA, AAPL, JNJ, FI, GLD | 13F-HR | 31 Jul 2017, 17:06 |
| Q1 2017 | 177 | $129,902,000 | +$9,759,618 | -$7,096,417 | +$2,663,201 | BRKA, AAPL, JNJ, GLD, FI | 13F-HR | 27 Apr 2017, 17:07 |
| Q4 2016 | 193 | $120,438,000 | $0 | $0 | $0 | BRKA, AAPL, JNJ, FI, MSFT | Restatement | 27 Apr 2017, 16:59 |