Stock Taper

PERENNIAL INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
3M CompanyMMM3.63K$586.83K
Texas Instruments IncorporatedTXN3.62K$1.08M
Paychex, Inc.PAYX3.55K$349.37K
The Charles Schwab CorporationSCHW3.53K$325.92K
The Home Depot, Inc.HD3.48K$1.23M
Unilever PLCUL3.45K$207.28K
Dutch Bros Inc.BROS3.44K$247.14K
CoreWeave, Inc. Class A Common StockCRWV3.36K$334.73K
Western Digital CorporationWDC3.31K$2.11M
Eli Lilly and CompanyLLY3.27K$3.92M
Lennar CorporationLEN3.26K$295.22K
Shell plcSHEL3.25K$251.7K
Morgan StanleyMS3.23K$676K
Iron Mountain IncorporatedIRM3.2K$403.95K
The Williams Companies, Inc.WMB3.18K$236.55K
CVS Health Corp.CVS3.17K$328.3K
Amgen Inc.AMGN3.1K$1.12M
Delta Air Lines, Inc.DAL3.06K$286.1K
Aflac IncorporatedAFL3.03K$355.26K
Block, Inc.XYZ3.02K$229.75K