Perennial Advisors, LLC
Sector Allocation
- Technology32.8%$219.6M
- Other20.1%$134.7M
- Financials19.8%$132.8M
- Industrials7.8%$52.3M
- Consumer Discretionary6.4%$42.9M
- Healthcare5.8%$38.9M
- Communication Services2.4%$16.2M
- Consumer Staples2.3%$15.3M
- Materials1.1%$7.3M
- Utilities1.0%$6.7M
AUM History
13fpro.ai/research/fund/perennial-advisors-llc-1697360
Conviction and streaks
Stable · top 10 = 38.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$40.0MMSFT
$37.9MGOOG
$30.2MNVDA
$28.9MAPH
$25.8MBRK.A
$24.7MAMZN
$22.5MJPM
$17.5MGLD
$17.4M- SPDR$14.7M
AXP
$14.5MSPY
$14.0MCSCO
$14.0MMA
$13.4MV
$13.2MJNJ
$12.6MCOST
$11.9MMETA
$11.5M- J$11.3M
TMO
$10.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/perennial-advisors-llc-1697360
Perennial Advisors, LLC 13F holdings — Q3 2026
$669.4M portfolio (+3.1% QoQ) · 137 holdings · Q3 2026 13F · top 10 are 39% of the stock portfolio
$40.0M
6.0% of stocks
-1%This quarter+0.8%Since filed10+ qtrsHeld$37.9M
5.7% of stocks
-2%This quarter-2.0%Since filed10+ qtrsHeld$30.2M
4.5% of stocks
-0.4%This quarter-10.1%Since filed10+ qtrsHeld$28.9M
4.3% of stocks
-2%This quarter-5.5%Since filed10+ qtrsHeld$25.8M
3.9% of stocks
+96%This quarter-12.4%Since filed10+ qtrsHeld$24.7M
3.7% of stocks
No changeThis quarter—Since filed7 qtrsHeld$22.5M
3.4% of stocks
-0.5%This quarter-3.7%Since filed10+ qtrsHeld$17.5M
2.6% of stocks
-3%This quarter+0.8%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$17.4M
2.6% of stocks
-2%This quarter-3.6%Since filed10+ qtrsHeld- 10
SPDR SERIES TRUST - ST STR P500ETF
$14.7M
2.2% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Perennial Advisors, LLC (Q3 2026)
137 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMERICAN EXPRESS CO | Financials | $14.5M | 2.2% | 48K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | SPDR S&P 500 ETF TRUSTetf/fund | — | $14.0M | 2.1% | 18K | +1% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CISCO SYSTEMS, INC. | Technology | $14.0M | 2.1% | 130K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Mastercard Inc | Financials | $13.4M | 2.0% | 24K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | VISA INC. | Financials | $13.2M | 2.0% | 37K | -3% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | JOHNSON & JOHNSON | Healthcare | $12.6M | 1.9% | 47K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $11.9M | 1.8% | 13K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Meta Platforms, Inc. | Technology | $11.5M | 1.7% | 16K | -3% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund | — | $11.3M | 1.7% | 224K | +4% | — | — | 13F |
| 20 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $10.9M | 1.6% | 16K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | KKR & Co. Inc. | Financials | $10.1M | 1.5% | 111K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | APPLIED MATERIALS INC /DE | Technology | $9.9M | 1.5% | 19K | -2% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $9.8M | 1.5% | 26K | +30% | — | — | 13F |
| 24 | UNION PACIFIC CORP | Industrials | $9.7M | 1.4% | 36K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - FLTG RATE NT ETFetf/fund | — | $9.7M | 1.4% | 189K | +4% | — | — | 13F |
| 26 | $GD | GENERAL DYNAMICS CORP | Industrials | $7.9M | 1.2% | 24K | -3% | |||
| 27 | $FDX | FEDEX CORP | Industrials | $7.2M | 1.1% | 25K | -2% | |||
| 28 | $AMGN | AMGEN INC | Healthcare | $7.1M | 1.1% | 17K | -4% | |||
| 29 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $6.7M | 1.0% | 95K | +40% | |||
| 30 | $AWK | American Water Works Company, Inc. | Utilities | $6.4M | 1.0% | 50K | -2% | |||
| 31 | $MCD | MCDONALDS CORP | Consumer Discretionary | $6.3M | 0.9% | 27K | -3% | |||
| 32 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $6.2M | 0.9% | 80K | +2% | |||
| 33 | $DIS | Walt Disney Co | Communication Services | $6.1M | 0.9% | 58K | -6% | |||
| 34 | $USB | US BANCORP \DE\ | Financials | $5.9M | 0.9% | 103K | -5% | |||
| 35 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $5.7M | 0.9% | 7,770 | -0.0% | |||
| 36 | $IVZ | Invesco Ltd. | Financials | $5.5M | 0.8% | 26K | +57% | |||
| 37 | $LIN | LINDE PLC | Materials | $5.4M | 0.8% | 11K | -0.3% | |||
| 38 | $XYL | Xylem Inc. | Industrials | $5.2M | 0.8% | 51K | -1% | |||
| 39 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $5.1M | 0.8% | 54K | -5% | |||
| 40 | $MDT | Medtronic plc | Healthcare | $4.7M | 0.7% | 55K | -2% | |||
| 41 | $EFT | Eaton Vance Floating-Rate Income Trust | — | $4.7M | 0.7% | 98K | -0.5% | |||
| 42 | $ASML | ASML HOLDING NV | Technology | $4.4M | 0.7% | 2,450 | -0.2% | |||
| 43 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $4.4M | 0.7% | 97K | +2% | |||
| 44 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $4.4M | 0.7% | 21K | New | |||
| 45 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $4.3M | 0.6% | 32K | -3% | |||
| 46 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $4.2M | 0.6% | 84K | +6% | |||
| 47 | $NFLX | NETFLIX INC | Communication Services | $4.2M | 0.6% | 61K | -14% | |||
| 48 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $4.2M | 0.6% | 6,871 | +33% | |||
| 49 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $4.2M | 0.6% | 53K | +4% | |||
| 50 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.1M | 0.6% | 14K | -3% | |||
| 51 | — | ISHARES TR - 1 3 YR TREAS BD | — | $4.1M | 0.6% | 50K | +9% | |||
| 52 | $LRCX | LAM RESEARCH CORP | Technology | $4.1M | 0.6% | 12K | -2% | |||
| 53 | $ARCC | ARES CAPITAL CORP | Other | $4.0M | 0.6% | 212K | -6% | |||
| 54 | — | ISHARES TR - PFD AND INCM SEC | — | $3.8M | 0.6% | 130K | -4% | |||
| 55 | $FAST | FASTENAL CO | Industrials | $3.8M | 0.6% | 77K | -0.1% | |||
| 56 | $LEA | LEAR CORP | Industrials | $3.6M | 0.5% | 30K | -4% | |||
| 57 | $IAU | ISHARES GOLD TRUST | Financials | $3.4M | 0.5% | 43K | — | |||
| 58 | $GOOGL | Alphabet Inc. | Technology | $3.2M | 0.5% | 9,284 | -2% | |||
| 59 | $HONA | Honeywell Aerospace Inc. | Industrials | $3.2M | 0.5% | 21K | -3% | |||
| 60 | $AVGO | Broadcom Inc. | Technology | $3.2M | 0.5% | 9,011 | +28% | |||
| 61 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $2.7M | 0.4% | 47K | +2% | |||
| 62 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $2.6M | 0.4% | 8,173 | +34% | |||
| 63 | $NVS | NOVARTIS AG | Healthcare | $2.5M | 0.4% | 18K | -10% | |||
| 64 | $IVZ | Invesco Ltd. | Financials | $2.3M | 0.3% | 115K | +2% | |||
| 65 | — | J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED | — | $2.3M | 0.3% | 47K | +5% | |||
| 66 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $2.1M | 0.3% | 19K | +15% | |||
| 67 | $GEV | GE Vernova Inc. | Industrials | $2.1M | 0.3% | 2,231 | +32% | |||
| 68 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.9M | 0.3% | 8,473 | — | |||
| 69 | — | ISHARES TR - US AER DEF ETF | — | $1.9M | 0.3% | 8,964 | +619% | |||
| 70 | $KLAC | KLA CORP | Technology | $1.7M | 0.3% | 8,830 | -2% | |||
| 71 | — | TIDAL TRUST II - DEFIA AI PWR ETF | — | $1.7M | 0.3% | 59K | +6% | |||
| 72 | — | ISHARES TR - NEW YORK MUN ETF | — | $1.6M | 0.2% | 31K | -8% | |||
| 73 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.5M | 0.2% | 9,160 | — | |||
| 74 | $STGW | Stagwell Inc | Communication Services | $1.5M | 0.2% | 180K | New | |||
| 75 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $1.4M | 0.2% | 13K | -0.2% | |||
| 76 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $1.4M | 0.2% | 16K | New | |||
| 77 | $FISV | FISERV INC | Financials | $1.3M | 0.2% | 28K | -0.3% | |||
| 78 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | — | $1.2M | 0.2% | 5,613 | New | |||
| 79 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.1M | 0.2% | 21K | +8% | |||
| 80 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $1.1M | 0.2% | 23K | +2% | |||
| 81 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.0M | 0.1% | 1,476 | -7% | |||
| 82 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $1.0M | 0.1% | 21K | +8% | |||
| 83 | $GATX | GATX CORP | Industrials | $995K | 0.1% | 5,853 | — | |||
| 84 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $975K | 0.1% | 4,211 | -0.8% | |||
| 85 | $CVX | CHEVRON CORP | Energy | $969K | 0.1% | 4,747 | +33% | |||
| 86 | $IVZ | Invesco Ltd. | Financials | $948K | 0.1% | 3,111 | +286% | |||
| 87 | $EXP | EAGLE MATERIALS INC | Materials | $862K | 0.1% | 5,043 | — | |||
| 88 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $770K | 0.1% | 26K | -4% | |||
| 89 | — | ISHARES TR - RUSSELL 2000 ETF | — | $765K | 0.1% | 2,752 | New | |||
| 90 | $PANW | Palo Alto Networks Inc | Technology | $761K | 0.1% | 1,915 | -0.3% | |||
| 91 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $759K | 0.1% | 9,488 | +0.0% | |||
| 92 | $NBIS | Nebius Group N.V. | Technology | $728K | 0.1% | 3,085 | — | |||
| 93 | $HPE | Hewlett Packard Enterprise Co | Technology | $705K | 0.1% | 11K | — | |||
| 94 | $ETN | Eaton Corp plc | Industrials | $651K | 0.1% | 1,514 | — | |||
| 95 | $APD | Air Products & Chemicals, Inc. | Materials | $578K | 0.1% | 2,078 | — | |||
| 96 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $551K | 0.1% | 12K | -4% | |||
| 97 | $PEP | PEPSICO INC | Consumer Staples | $543K | 0.1% | 4,281 | +0.1% | |||
| 98 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $542K | 0.1% | 2,465 | — | |||
| 99 | $MRK | Merck & Co., Inc. | Healthcare | $541K | 0.1% | 3,724 | — | |||
| 100 | $DOV | DOVER Corp | Industrials | $535K | 0.1% | 3,389 | -0.5% | |||
| 101 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $499K | 0.1% | 9,162 | — | |||
| 102 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $491K | 0.1% | 965 | -56% | |||
| 103 | — | ISHARES TR - RUS 1000 GRW ETF | — | $474K | 0.1% | 3,784 | — | |||
| 104 | — | SPDR INDEX SHS FDS - ST STR MSCI GLB | — | $463K | 0.1% | 5,355 | — | |||
| 105 | $BWXT | BWX Technologies, Inc. | Industrials | $441K | 0.1% | 3,217 | +0.7% | |||
| 106 | $TDG | TransDigm Group INC | Industrials | $424K | 0.1% | 392 | — | |||
| 107 | $HPQ | HP INC | Technology | $422K | 0.1% | 14K | — | |||
| 108 | $CENX | CENTURY ALUMINUM CO | Materials | $391K | 0.1% | 11K | — | |||
| 109 | $SMHI | SEACOR Marine Holdings Inc. | Industrials | $371K | 0.1% | 46K | -0.7% | |||
| 110 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $365K | 0.1% | 800 | — | |||
| 111 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $355K | 0.1% | 4,685 | New | |||
| 112 | $TSLA | Tesla, Inc. | Consumer Discretionary | $353K | 0.1% | 995 | — | |||
| 113 | $STT | STATE STREET CORP | Financials | $327K | 0.1% | 1,873 | — | |||
| 114 | — | J P MORGAN EXCHANGE TRADED F - NEW YORK TAX FRE | — | $325K | 0.1% | 6,900 | New | |||
| 115 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $312K | 0.1% | 1,210 | -1% | |||
| 116 | $MU | MICRON TECHNOLOGY INC | Technology | $304K | 0.1% | 285 | +4% | |||
| 117 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $292K | 0.0% | 1,881 | — | |||
| 118 | $BLK | BlackRock, Inc. | Financials | $288K | 0.0% | 272 | +0.4% | |||
| 119 | $VTOL | Bristow Group Inc. | Industrials | $286K | 0.0% | 7,025 | — | |||
| 120 | $SLV | iShares Silver Trust | Financials | $269K | 0.0% | 4,933 | — | |||
| 121 | $IBIT | iShares Bitcoin Trust ETF | Financials | $267K | 0.0% | 5,645 | -28% | |||
| 122 | $TXN | TEXAS INSTRUMENTS INC | Technology | $261K | 0.0% | 932 | -0.5% | |||
| 123 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $257K | 0.0% | 6,931 | — | |||
| 124 | $CEG | Constellation Energy Corp | Utilities | $253K | 0.0% | 997 | — | |||
| 125 | — | ISHARES TR - MSCI EAFE ETF | — | $253K | 0.0% | 2,435 | +2% | |||
| 126 | $INTC | INTEL CORP | Technology | $240K | 0.0% | 2,000 | — | |||
| 127 | $MMM | 3M CO | Healthcare | $238K | 0.0% | 1,451 | — | |||
| 128 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $237K | 0.0% | 3,483 | — | |||
| 129 | $LMT | LOCKHEED MARTIN CORP | Industrials | $236K | 0.0% | 463 | -0.4% | |||
| 130 | $ABBV | AbbVie Inc. | Healthcare | $226K | 0.0% | 862 | +0.3% | |||
| 131 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $222K | 0.0% | 2,678 | — | |||
| 132 | $BX | Blackstone Inc. | Financials | $215K | 0.0% | 1,917 | — | |||
| 133 | — | ISHARES TR - S&P 500 GRWT ETF | — | $210K | 0.0% | 1,476 | — | |||
| 134 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $204K | 0.0% | 1,250 | -4% | |||
| 135 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $203K | 0.0% | 1,396 | +0.9% | |||
| 136 | $BRW | Saba Capital Income & Opportunities Fund | Other | $70K | 0.0% | 12K | +4% | |||
| 137 | $DAVA | Endava plc | Technology | $18K | 0.0% | 10K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 37 added to, 60 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$HONHONEYWELL INTERNATIONAL INC$4.4M
first bought this quarter
$STGWStagwell Inc$1.5M
first bought this quarter
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F$1.4M
first bought this quarter
- VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD$1.2M
first bought this quarter
- ISHARES TR - RUSSELL 2000 ETF$765K
first bought this quarter
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF$355K
first bought this quarter
+1 more in the Excel export
Added to (37)
now $25.8M · held 10+ qtrs
- VANGUARD INDEX FDS - MRNGSTR TTL STK+30%
now $9.8M
- SPDR SERIES TRUST - ST STR P500ETF+17%
now $14.7M
$IVZInvesco Ltd.+57%
now $5.5M · held 10+ qtrs
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+40%
now $6.7M
- ISHARES TR - US AER DEF ETF+619%
now $1.9M
+31 more in the Excel export
Trimmed (60)
now $37.9M · held 10+ qtrs
$NFLXNETFLIX INC-14%
now $4.2M · held 7 qtrs
- STATE STR SPDR DOW JONES IND - UT SER 1-56%
now $491K
now $28.9M · held 10+ qtrs, 2 trims in a row
now $17.5M · held 10+ qtrs, 2 trims in a row
now $40.0M · held 10+ qtrs
+54 more in the Excel export
Holdings by quarter
Every 13F Perennial Advisors, LLC has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow Perennial Advisors?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Perennial Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-4.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 12% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Perennial Advisors, LLC disclosed 137 positions worth $669.4M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 6.0% of the equity portfolio, followed by $MSFT and $GOOG. During the quarter the fund opened 7 new positions and exited 6 — including a new stake in $HON. The portfolio is most concentrated in Technology (32.8% of disclosed assets). All figures are sourced directly from Perennial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1697360.
Funds like this
managers whose biggest positions overlap Perennial Advisors'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Perennial Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Perennial Advisors, LLC (SEC CIK: 1697360), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Perennial Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.