PERRYMAN FINANCIAL ADVISORY INC /AD
CIK 934040
13F filing for Q2 2026・No. 3,076
- Holdings
- US$751.3M
- Quarter change
- +US$84.33M
- Entries
- 191
- Net bought (estimate)
- +US$24.56M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 27
- Sold out 9
- Cut 61
- Added 97
- Corporate actions 2
- Unchanged 6
Largest holdings
191 stocks worth US$751.3M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 412,674 | US$82.57M | 10.99% |
| AAPLAppleCOM | Cut | 196,075 | US$56.74M | 7.55% |
| AMZNAmazonCOM | Added | 100,752 | US$24.01M | 3.20% |
| AVGOBroadcomCOM | Added | 59,172 | US$22.35M | 2.98% |
| GOOGALPHABET INCCAP STK CL C | Added | 62,717 | US$22.16M | 2.95% |
| MSFTMicrosoftCOM | Added | 53,233 | US$19.86M | 2.64% |
| JPMJPMORGAN CHASE & COCOM | Added | 56,241 | US$18.41M | 2.45% |
| VVISA INCCOM CL A | Added | 49,855 | US$17.1M | 2.28% |
| BXBLACKSTONE INCCOM | Added | 130,823 | US$15.39M | 2.05% |
| GOOGLAlphabetCAP STK CL A | Added | 41,439 | US$14.81M | 1.97% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.