Perennial Investment Advisors, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$1.3B

Holdings

491

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (491 positions)

StockValue
STXSEAGATE TECHNOLOGY HLDNGS PL
$424K
BILSSPDR SERIES TRUST
$422K
BMTABRITISH AMERN TOB PLC
$421K
UNPUNION PAC CORP
$418K
COPCONOCOPHILLIPS
$417K
GRIDFIRST TR EXCHANGE TRADED FD
$417K
LMTLOCKHEED MARTIN CORP
$416K
HONHONEYWELL INTL INC
$414K
MITKMITEK SYS INC
$413K
MLB1MERCADOLIBRE INC
$412K
HDVISHARES TR
$407K
JHMMJOHN HANCOCK EXCHANGE TRADED
$406K
ABTABBOTT LABS
$403K
ARCCARES CAPITAL CORP
$399K
CSMPROSHARES TR
$398K
AGIXKRANESHARES TRUST
$396K
ICEINTERCONTINENTAL EXCHANGE IN
$390K
GRNBVANECK ETF TRUST
$389K
AVYAVERY DENNISON CORP
$386K
SPYDSPDR SERIES TRUST
$383K
XLFISELECT SECTOR SPDR TR
$382K
FFORD MTR CO
$380K
GSYINVESCO ACTIVELY MANAGED EXC
$379K
NEENEXTERA ENERGY INC
$376K
EEMISHARES TR
$376K
ADSKAUTODESK INC
$375K
WMWASTE MGMT INC DEL
$375K
BSVVANGUARD BD INDEX FDS
$374K
ADPAUTOMATIC DATA PROCESSING IN
$374K
GLTRABRDN PRECIOUS METALS BASKET
$374K
APHAMPHENOL CORP NEW
$373K
SYKSTRYKER CORPORATION
$372K
SCHWSCHWAB CHARLES CORP
$371K
FCALFIRST TR EXCH TRADED FD III
$370K
BKNGBOOKING HOLDINGS INC
$369K
AMATAPPLIED MATLS INC
$367K
XPOXPO INC
$365K
FEXFIRST TR EXCHANGE-TRADED ALP
$361K
FLTRVANECK ETF TRUST
$359K
RDIVINVESCO EXCH TRADED FD TR II
$358K
IWVISHARES TR
$357K
LNGCHENIERE ENERGY INC
$352K
FDXFEDEX CORP
$352K
LVLNSPDR SERIES TRUST
$351K
NVONOVO-NORDISK A S
$350K
NOBLPROSHARES TR
$344K
WPCWP CAREY INC
$342K
ITOTISHARES TR
$341K
NVGNUVEEN AMT FREE MUN CR INC F
$338K
GILDGILEAD SCIENCES INC
$338K
PHPARKER-HANNIFIN CORP
$336K
PAYXPAYCHEX INC
$336K
INTUINTUIT
$333K
TLHISHARES TR
$333K
DHRDANAHER CORPORATION
$331K
CCLCARNIVAL CORP
$327K
HHYATT HOTELS CORP
$327K
STRLSTERLING INFRASTRUCTURE INC
$327K
RYLDGLOBAL X FDS
$326K
XHBSPDR SERIES TRUST
$323K
COFCAPITAL ONE FINL CORP
$319K
SNOWSNOWFLAKE INC
$316K
HIIHUNTINGTON INGALLS INDS INC
$316K
GOFGUGGENHEIM STRATEGIC OPPORTU
$315K
SPOTSPOTIFY TECHNOLOGY S A
$314K
BINCBLACKROCK ETF TRUST II
$313K
FCXFREEPORT-MCMORAN INC
$313K
VTIPVANGUARD MALVERN FDS
$313K
VYMVANGUARD WHITEHALL FDS
$309K
DUKDUKE ENERGY CORP NEW
$308K
MCHPMICROCHIP TECHNOLOGY INC.
$304K
BBAGJ P MORGAN EXCHANGE TRADED F
$303K
ITA*ISHARES TR
$303K
FIXCOMFORT SYS USA INC
$302K
EIS*ISHARES INC
$302K
SPABSPDR SERIES TRUST
$301K
AFLAFLAC INC
$300K
OKLOOKLO INC
$298K
POOLPOOL CORP
$298K
NOCNORTHROP GRUMMAN CORP
$297K
URIUNITED RENTALS INC
$297K
ETNEATON CORP PLC
$295K
MCKMCKESSON CORP
$294K
VWOVANGUARD INTL EQUITY INDEX F
$291K
CIBRFIRST TR EXCHANGE TRADED FD
$290K
USMCPRINCIPAL EXCHANGE TRADED FD
$290K
CLOIVANECK ETF TRUST
$287K
NOWSERVICENOW INC
$286K
VISVANGUARD WORLD FD
$286K
LPLALPL FINL HLDGS INC
$284K
WDAYWORKDAY INC
$282K
FSSFEDERAL SIGNAL CORP
$282K
GSKGSK PLC
$280K
PULSPGIM ETF TR
$279K
LINLINDE PLC
$279K
USBUS BANCORP DEL
$278K
REGNREGENERON PHARMACEUTICALS
$277K
DECKDECKERS OUTDOOR CORP
$277K
AQLTISHARES TR
$276K
SPMBSPDR SERIES TRUST
$273K
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