| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 31 | Q2 2024 | 6.5% |
| MICROSOFT CORP | 31 | Q2 2024 | 7.6% |
| MASTERCARD INCORPORATED | 31 | Q2 2024 | 3.6% |
| ALPHABET INC | 31 | Q2 2024 | 3.9% |
| FISERV INC | 31 | Q2 2024 | 3.4% |
| JOHNSON & JOHNSON | 31 | Q2 2024 | 3.3% |
| JPMORGAN CHASE & CO. | 31 | Q2 2024 | 3.0% |
| VISA INC | 31 | Q2 2024 | 3.0% |
| AMAZON COM INC | 31 | Q2 2024 | 3.6% |
| SPDR GOLD TRUST | 31 | Q2 2024 | 3.2% |
View Perennial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-09 |
View Perennial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.