Stock Taper

PERENNIAL INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Iron Mountain IncorporatedIRM3.2K$403.95K
Morgan StanleyMS3.23K$676K
Shell plcSHEL3.25K$251.7K
Lennar CorporationLEN3.26K$295.22K
Eli Lilly and CompanyLLY3.27K$3.92M
Western Digital CorporationWDC3.31K$2.11M
CoreWeave, Inc. Class A Common StockCRWV3.36K$334.73K
Dutch Bros Inc.BROS3.44K$247.14K
Unilever PLCUL3.45K$207.28K
The Home Depot, Inc.HD3.48K$1.23M
The Charles Schwab CorporationSCHW3.53K$325.92K
Paychex, Inc.PAYX3.55K$349.37K
Texas Instruments IncorporatedTXN3.62K$1.08M
3M CompanyMMM3.63K$586.83K
Novartis AGNVS3.64K$569.99K
W. P. Carey Inc.WPC3.73K$266.45K
CrowdStrike Holdings, Inc.CRWD3.79K$2.9M
AST SpaceMobile, Inc.ASTS3.81K$338.51K
Costco Wholesale CorporationCOST3.95K$3.7M
GXO Logistics, Inc.GXO4.04K$204.68K