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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
42
3
5
3
5
0
45
15
2
PERENNIAL ADVISORS LLC

Time Period2018-12-31

Total Holdings214

Total Value ($x1000)154,454
Activities
New20

Increased69

Unchanged95

Decreased30

Sold Out12

Top 10 Stock Holdingstotal 31.51%
BRK.A5.94

AAPL3.21

MA3.15

MSFT3.1

FISV2.9

 
JNJ2.78

JPM2.72

V2.67

GLD2.57

GOOG2.47

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.A
5.94%
CL A
AAPL
3.21%
COM
MA
3.15%
CL A
MSFT
3.1%
COM
FISV
2.9%
COM
JNJ
2.78%
COM
JPM
2.72%
COM
V
2.67%
COM CL A
GLD
2.57%
GOLD SHS
GOOG
2.47%
CAP STK CL C
AXP
2.31%
COM
DIS
2.28%
COM DISNEY
SCHB
2.23%
US BRD MKT ETF
VCSH
2.18%
SHRT TRM CORP BD
BRK.B
2.16%
CL B NEW
MDT
2.11%
SHS
HON
2.05%
COM
AMZN
2.01%
COM
UNP
1.99%
COM
TMO
1.98%
COM
MCD
1.9%
COM
AMGN
1.83%
COM
SPY
1.77%
TR UNIT
PGX
1.73%
PFD ETF
APH
1.72%
CL A
FDX
1.7%
COM
FB
1.68%
CL A
COST
1.67%
COM
MMM
1.64%
COM
XYL
1.61%
COM
VZ
1.57%
COM
CSCO
1.55%
COM
AWK
1.54%
COM
APD
1.46%
COM
SBUX
1.38%
COM
KKR
1.3%
CL A
FLOT
1.3%
FLTG RATE BD ETF
BKLN
1.29%
SR LN ETF
GD
1.06%
COM
USB
0.99%
COM NEW
ARCC
0.98%
COM
UN
0.92%
N Y SHS NEW
VCIT
0.87%
INT-TERM CORP
LMT
0.87%
COM
LEA
0.86%
COM NEW
WBC
0.83%
COM
NVS
0.76%
SPONSORED ADR
TIF
0.72%
COM
PFF
0.72%
U.S. PFD STK ETF
VTI
0.62%
TOTAL STK MKT
EA
0.56%
COM
XOM
0.54%
COM
ATVI
0.51%
COM
CVX
0.47%
COM
ZTS
0.41%
CL A
FAST
0.38%
COM
BA
0.32%
COM
MUB
0.27%
NAT AMT FREE BD
GOOGL
0.27%
CAP STK CL A
NMFC
0.25%
COM
VWO
0.23%
FTSE EMR MKT ETF
PEP
0.22%
COM
VEA
0.2%
FTSE DEV MKT ETF
EEM
0.19%
MSCI EMG MKT ETF
HD
0.17%
COM
PFE
0.16%
COM
D
0.13%
COM
MSCI
0.11%
COM
EL
0.11%
CL A
CKH
0.1%
COM
MPC
0.08%
COM
ED
0.07%
COM
MRK
0.07%
COM
VRSK
0.07%
CL A
IAU
0.07%
ISHARES
TOT
0.07%
SPONSORED ADR
DEO
0.07%
SPON ADR NEW
EFA
0.07%
MSCI EAFE ETF
SRE
0.07%
COM
CMCSA
0.07%
CL A
TOTL
0.07%
SPDR TR TACTIC
NFLX
0.07%
COM
NKE
0.06%
CL B
LUV
0.06%
COM
MCO
0.06%
COM
COTY
0.06%
COM CL A
XRAY
0.06%
COM
AGGY
0.05%
BRCLYS US AGGR
VIG
0.05%
DIV APP ETF
ABT
0.05%
COM
EPD
0.04%
COM
MO
0.04%
COM
VPU
0.04%
UTILITIES ETF
TXN
0.04%
COM
KMB
0.03%
COM
VXF
0.03%
EXTEND MKT ETF
ITM
0.03%
AMT FREE INT ETF
ECL
0.03%
COM
BF/B
0.03%
CL B
BIP
0.03%
LP INT UNIT
SLB
0.03%
COM
YUM
0.03%
COM
PPR
0.03%
SH BEN INT
TJX
0.03%
COM
GILD
0.03%
COM
XLK
0.03%
TECHNOLOGY
EIX
0.03%
COM
WWD
0.02%
COM
MHK
0.02%
COM
CVS
0.02%
COM
ADSK
0.02%
COM
BX
0.02%
COM UNIT LTD
ACN
0.02%
SHS CLASS A
AVGO
0.02%
COM
ROP
0.02%
COM
SO
0.02%
COM
WFIG
0.02%
FNDMTL US CORP
AGND
0.02%
BRCLYS NEGATIVE
DVY
0.02%
SELECT DIVID ETF
SCHF
0.02%
INTL EQTY ETF
TSLA
0.02%
COM
XLU
0.02%
SBI INT-UTILS
KO
0.02%
COM
CRM
0.02%
COM
BMY
0.02%
COM
FLTR
0.02%
INVT GRADE FLTG
SYK
0.02%
COM
RTN
0.01%
COM NEW
DHR
0.01%
COM
WMB
0.01%
COM
KHC
0.01%
COM
PM
0.01%
COM
COF
0.01%
COM
VO
0.01%
MID CAP ETF
TWTR
0.01%
COM
STT
0.01%
COM
EXPE
0.01%
COM NEW
LEN
0.01%
CL A
GE
0.01%
COM
VUG
0.01%
GROWTH ETF
VOO
0.01%
SHS
VTV
0.01%
VALUE ETF
TRTN
0.01%
CL A
FPF
0.01%
COM
NVDA
0.01%
COM
ABBV
0.01%
COM
CELG
0.01%
COM
AMP
0.01%
COM
VXX
0.01%
IPATH S&P500 VIX
PRTY
0.01%
COM
SGEN
0.01%
COM
VSM
0.01%
COM
ADBE
0.01%
COM
FIS
0.01%
COM
SCHG
0.01%
US LCAP GR ETF
VIAB
0.01%
CL B
GS
0.01%
COM
STWD
0.01%
COM
BMS
0.01%
COM
SLV
0.01%
ISHARES
LPG
0.01%
SHS USD
REXR
0.01%
COM
IONS
0.01%
COM
GLYC
0.01%
COM
T
0.01%
COM
LARE
0.01%
TIERRA XP LATIN
DUK
0.01%
COM NEW
CGC
0.01%
COM
DGRW
0.01%
US DIVD GRT FD
ILMN
0.01%
COM
COR
0.01%
COM
DLN
0.01%
LARGECAP DIVID
PTLA
0.01%
COM
MS
< 0.01%
COM NEW
CSX
< 0.01%
COM
HAL
< 0.01%
COM
ETE
< 0.01%
COM UT LTD PTN
CADE
< 0.01%
CL A
BOTZ
< 0.01%
RBTCS ARTFL IN
IJH
< 0.01%
CORE S&P MCP ETF
MDCA
< 0.01%
CL A SUB VTG
SBR
< 0.01%
UNIT BEN INT
TMFC
< 0.01%
MOTLEY FOL ETF
DNL
< 0.01%
GLB EX US GRWTH
EMCG
< 0.01%
E MKTS CNSMR GR
EDIV
< 0.01%
S&P EM MKT DIV
SJT
< 0.01%
UNIT BEN INT
WDAY
< 0.01%
CL A
SXCP
< 0.01%
COMUNIT REP LT
PBA
< 0.01%
COM
NOW
< 0.01%
COM
TEAM
< 0.01%
CL A
MPLX
< 0.01%
COM UNIT REP LTD
APTV
< 0.01%
SHS
DVEM
< 0.01%
EMERG MKTS DIV
RDS/B
< 0.01%
SPON ADR B
ALL
< 0.01%
COM
BABA
< 0.01%
SPONSORED ADS
CTT
< 0.01%
CL A
QQQ
< 0.01%
UNIT SER 1
OKTA
< 0.01%
CL A
AMZA
< 0.01%
INFRAC ACT MLP
FOXA
< 0.01%
CL A
TRQ
< 0.01%
COM
WM
< 0.01%
COM
CRON
< 0.01%
COM
ACB
< 0.01%
COM
MELI
< 0.01%
COM
WKHS
< 0.01%
COM NEW
HII
< 0.01%
COM
PACB
< 0.01%
COM
APHA
< 0.01%
COM
GWPH
< 0.01%
ADS
ICLN
< 0.01%
GL CLEAN ENE ETF
MDLZ
0.07%
CL A
EPD
0.04%
PRN
BIP
0.03%
PRN
PPR
0.03%
PRN
ITM
0.03%
AMT FREE INT ETF
EWJ
0.02%
MSCI JPN ETF NEW
IBM
0.01%
COM
FPF
0.01%
PRN
TWOU
< 0.01%
COM
ETP
< 0.01%
UNIT LTD PRT INT
GM
< 0.01%
COM
ALB
< 0.01%
COM