Perryman Financial Advisory Inc
193 holdingsFiling period: 2026-06-30Current AUM: $810.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 412.7K | $82.6M | $89.3M | 11.02% | -134 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 196.1K | $56.7M | $66.6M | 8.21% | -105 | 2026-06-30 |
| 3 | AMZN | Amazon.com Inc | 100.8K | $24.0M | $26.5M | 3.26% | +4.0K | 2026-06-30 |
| 4 | AVGO | Broadcom Inc | 59.2K | $22.4M | $19.8M | 2.44% | +1.1K | 2026-06-30 |
| 5 | GOOG | Alphabet Inc | 62.7K | $22.2M | $21.1M | 2.60% | +789 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 53.2K | $19.9M | $28.3M | 3.49% | +1.5K | 2026-06-30 |
| 7 | JPM | JPMorgan Chase & Co | 56.2K | $18.4M | $18.9M | 2.33% | +580 | 2026-06-30 |
| 8 | V | Visa Inc | 49.9K | $17.1M | $20.3M | 2.50% | +4.5K | 2026-06-30 |
| 9 | BX | Blackstone Inc | 130.8K | $15.4M | $14.4M | 1.78% | +1.1K | 2026-06-30 |
| 10 | GOOGL | Alphabet Inc | 41.4K | $14.8M | $14.1M | 1.74% | +251 | 2026-06-30 |
| 11 | MA | Mastercard Incorporated | 27.5K | $14.1M | $17.0M | 2.10% | +2.4K | 2026-06-30 |
| 12 | WM | Waste Mgmt Inc Del | 60.2K | $13.4M | $14.0M | 1.72% | +1.4K | 2026-06-30 |
| 13 | MAR | Marriott Intl Inc New | 35.6K | $13.2M | $14.2M | 1.75% | +473 | 2026-06-30 |
| 14 | JNJ | Johnson & Johnson | 48.2K | $12.2M | $12.5M | 1.54% | +1.2K | 2026-06-30 |
| 15 | FDL | First TR Exchange-Traded FD | 236.1K | $11.5M | $12.3M | 1.52% | +2.8K | 2026-06-30 |
| 16 | CAT | Caterpillar Inc | 10.7K | $11.4M | $7.8M | 0.96% | +350 | 2026-06-30 |
| 17 | DE | Deere & Co | 17.2K | $10.9M | $10.8M | 1.34% | +422 | 2026-06-30 |
| 18 | FNX | First TR Exchange-Traded Alp | 71.1K | $10.4M | $9.9M | 1.22% | +892 | 2026-06-30 |
| 19 | VIOO | Vanguard Admiral Fds Inc | 74.8K | $10.3M | $9.6M | 1.18% | +1.0K | 2026-06-30 |
| 20 | COST | Costco Wholesale Corporation | 10.9K | $10.2M | $10.8M | 1.34% | +233 | 2026-06-30 |
| 21 | BAC | Bank of Amer Corp | 174.5K | $9.9M | $8.8M | 1.09% | +5.7K | 2026-06-30 |
| 22 | XOM | Exxon Mobil Corp | 72.3K | $9.9M | $12.9M | 1.59% | +1.7K | 2026-06-30 |
| 23 | XOM | Exxon Mobil Corp | 72.3K | $9.9M | $12.9M | 1.59% | +1.7K | 2026-06-30 |
| 24 | PG | Procter & Gamble Co | 66.8K | $9.8M | $10.6M | 1.31% | +2.8K | 2026-06-30 |
| 25 | FXO | First TR Exchange-Traded FD | 156.4K | $9.8M | $9.9M | 1.23% | +2.8K | 2026-06-30 |
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