Perryman Financial Advisory Inc /Ad

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$667.0M
Q ending 2026-03-31
Prior quarter
$681.5M
Q ending 2025-12-31
Change
-2.1% QoQ
Positions
175
reported holdings

Largest positions

Top 100 of 175 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$72.0M413K
Apple IncAAPLShares$49.8M196K
Amazon Com IncAMZNShares$20.2M97K
Microsoft CorpMSFTShares$19.2M52K
Broadcom IncAVGOShares$18.0M58K
Alphabet IncGOOGShares$17.8M62K
Jpmorgan Chase & CoJPMShares$16.4M56K
Blackstone IncBXShares$14.9M130K
Visa IncVShares$13.7M45K
Waste Mgmt Inc DelWMShares$13.5M59K
Mastercard IncorporatedMAShares$12.5M25K
Exxon Mobil CorpXOMShares$12.0M71K
First Tr Exchange-Traded FdFDLShares$11.9M233K
Alphabet IncGOOGLShares$11.8M41K
Marriott Intl Inc NewMARShares$11.5M35K
Johnson & JohnsonJNJShares$11.5M47K
Costco Wholesale CorporationCOSTShares$10.6M11K
Cheniere Energy IncLNGShares$9.6M34K
Deere & CoDEShares$9.4M17K
Procter & Gamble CoPGShares$9.2M64K
Rtx CorporationRTXShares$9.2M48K
First Tr Exchange-Traded AlpFNXShares$9.0M70K
Ishares TrIOOShares$8.7M72K
First Tr Exchange-Traded FdFXOShares$8.6M154K
Pepsico IncPEPShares$8.5M55K
Vanguard Admiral Fds IncVIOOShares$8.5M74K
Bank America CorpBACShares$8.2M169K
First Tr Exchange-Traded FdFXHShares$8.0M73K
Lockheed Martin CorpLMTShares$7.9M13K
Home Depot IncHDShares$7.7M23K
Caterpillar IncCATShares$7.4M10K
ConocophillipsCOPShares$6.9M52K
Merck & Co IncMRKShares$6.8M57K
Alps Etf TrEQLShares$6.4M135K
Eog Res IncEOGShares$6.3M44K
Schwab Strategic TrSCHDShares$5.7M185K
Wisdomtree TrDGRWShares$5.6M64K
Starbucks CorpSBUXShares$5.5M62K
Vanguard Specialized FundsVIGShares$5.0M23K
Amplify Etf TrDIVOShares$4.9M109K
Netflix Inc.NFLXShares$4.8M50K
Vanguard Index FdsVTVShares$4.7M24K
Invesco Exchange Traded Fd TSPHQShares$4.7M62K
Meta Platforms IncMETAShares$4.1M7K
American Tower CorpAMTShares$4.0M23K
Ishares TrDGROShares$3.7M53K
Palantir Technologies IncPLTRShares$3.7M25K
Walmart IncWMTShares$3.3M27K
Ishares TrOEFShares$3.3M10K
Vanguard World FdMGVShares$3.2M22K
Ishares TrLQDShares$3.2M29K
J P Morgan Exchange Traded FJQUAShares$3.1M51K
Invesco Exchange Traded Fd TRSPShares$3.1M16K
Invesco Exchange Traded Fd TSPGPShares$3.1M29K
United Parcel Svcs IncUPSShares$3.0M31K
Ishares TrUSMVShares$3.0M32K
Ulta Beauty IncULTAShares$2.9M6K
Palo Alto Networks IncPANWShares$2.9M18K
Oracle CorpORCLShares$2.7M18K
Invesco Exchange Traded Fd TXLGShares$2.5M45K
Freeport Mcmoran IncFCXShares$2.2M38K
Invesco Exch Traded Fd Tr IiSPLVShares$2.1M29K
Invesco Qqq TrQQQShares$2.1M4K
Texas Instrs IncTXNShares$2.0M10K
Ishares TrDVYShares$1.9M13K
J P Morgan Exchange Traded FJEPIShares$1.9M33K
Eli Lilly & CoLLYShares$1.8M2K
Veeva Sys IncVEEVShares$1.8M10K
Vanguard Mun Bd FdsVTEBShares$1.8M36K
Invesco Exchange Traded Fd TRSPTShares$1.8M40K
Vanguard Index FdsVTIShares$1.8M6K
Crowdstrike Hldgs IncCRWDShares$1.7M4K
Schwab Charles CorpSCHWShares$1.6M17K
First Tr Exchange-Traded FdFVDShares$1.5M32K
Berkshire Hathaway Inc DelBRK/BShares$1.5M3K
Goldman Sachs Group IncGSShares$1.5M2K
Schwab Strategic TrFNDXShares$1.5M53K
Vanguard Index FdsVUGShares$1.5M3K
Vanguard Wellington FdVFMFShares$1.4M9K
Jones Lang Lasalle IncJLLShares$1.4M5K
Chevron CorporationCVXShares$1.3M6K
Ishares TrIXNShares$1.3M13K
Phillips 66PSXShares$1.3M7K
Vanguard World FdMGKShares$1.3M3K
Wisdomtree TrDLNShares$1.2M14K
Coca Cola CoKOShares$1.2M15K
Cisco Sys IncCSCOShares$1.2M15K
Invesco Exchange Traded Fd TEQWLShares$1.2M10K
Select Sector Spdr TrXLKShares$1.1M8K
Invesco Exch Traded Fd Tr IiRWLShares$1.1M10K
Asml Hldg NvShares$1.1M830
Vanguard Intl Equity Index FVTShares$1.0M7K
Capital Group Dividend GroweCGDGShares$1.0M28K
Vanguard Index FdsVOOShares$1.0M2K
Pacer Fds TrCOWZShares$989K16K
Vanguard Whitehall FdsVYMShares$968K7K
Ishares TrAOKShares$925K23K
Fs Credit Opportunities CorpFSCOShares$911K179K
Philip Morris Intl IncPMShares$823K5K
Mercadolibre IncMELIShares$788K456

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.