PERRYMAN FINANCIAL ADVISORY INC /AD

CIK 0000934040 · DALLAS, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

PERRYMAN FINANCIAL ADVISORY INC /AD reported 191 positions worth $751.3M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: NVDA (11.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$751.3M
2026 Q2
Positions
191
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.1%
Est. Net Flow (Q)
2026 Q2
10 / 191 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$82.6M10.99%412,674
2AAPLAPPLE INCSH$56.7M7.55%196,075
3AMZNAMAZON COM INCSH$24.0M3.20%100,752
4AVGOBROADCOM INCSH$22.4M2.98%59,172
5GOOGALPHABET INCSH$22.2M2.95%62,717
6MSFTMICROSOFT CORPSH$19.9M2.64%53,233
7JPMJPMORGAN CHASE & COSH$18.4M2.45%56,241
8VVISA INCSH$17.1M2.28%49,855
9BXBLACKSTONE INCSH$15.4M2.05%130,823
10GOOGLALPHABET INCSH$14.8M1.97%41,439

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does PERRYMAN FINANCIAL ADVISORY INC /AD hold as of Q2 2026?

PERRYMAN FINANCIAL ADVISORY INC /AD reported 191 positions worth $751.3M in its Q2 2026 13F filing. Largest positions: NVDA (11.0%), AAPL (7.6%), AMZN (3.2%), AVGO (3.0%) and GOOG (3.0%).

What did PERRYMAN FINANCIAL ADVISORY INC /AD buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did PERRYMAN FINANCIAL ADVISORY INC /AD sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.