Perryman Financial Advisory Inc holds a diversified book of 191 stocks worth $751.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened General Electric and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 11% of the equity book. Cloning the disclosed picks since 2026 would be +8% (+19.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/934040/holdings"
Use Arkolith to show PERRYMAN FINANCIAL ADVISORY INC /AD's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.8 points over this window.
Growth of $10,000 cloning Perryman Financial Advisory Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
74% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $82.6M | 412.7K | 11.0% | ▼~0% Reduced · −134 sh | |
| 2 | Apple Inc COM | $56.7M | 196.1K | 7.6% | ▼−0.1% Reduced · −105 sh | |
| 3 | Amazon Com Inc COM | $24.0M | 100.8K | 3.2% | ▲+4.1% Added · +4K sh | |
| 4 | Broadcom Inc COM | $22.4M | 59.2K | 3.0% | ▲+1.9% Added · +1K sh | |
| 5 | Alphabet Inc CAP STK CL C | $22.2M | 62.7K | 2.9% | ▲+1.3% Added · +789 sh | |
| 6 | Microsoft Corp COM | $19.9M | 53.2K | 2.6% | ▲+2.9% Added · +1K sh | |
| 7 | JPMorgan Chase & Co COM | $18.4M | 56.2K | 2.5% | ▲+1.0% Added · +580 sh | |
| 8 | Visa Inc COM CL A | $17.1M | 49.9K | 2.3% | ▲+9.8% Added · +4K sh | |
| 9 | Blackstone Inc COM | $15.4M | 130.8K | 2.0% | ▲+0.8% Added · +1K sh | |
| 10 | Alphabet Inc CAP STK CL A | $14.8M | 41.4K | 2.0% | ▲+0.6% Added · +251 sh | |
| 11 | Mastercard Incorporated CL A | $14.1M | 27.5K | 1.9% | ▲+9.5% Added · +2K sh | |
| 12 | Waste Mgmt Inc Del COM | $13.4M | 60.2K | 1.8% | ▲+2.4% Added · +1K sh | |
| 13 | Marriott Intl Inc New CL A | $13.2M | 35.6K | 1.8% | ▲+1.3% Added · +473 sh | |
| 14 | Johnson & Johnson COM | $12.2M | 48.2K | 1.6% | ▲+2.6% Added · +1K sh | |
| 15 | First TR Exchange-Traded FD SHS | $11.5M | 236.1K | 1.5% | ▲+1.2% Added · +3K sh | |
| 16 | Caterpillar Inc COM | $11.4M | 10.7K | 1.5% | ▲+3.4% Added · +350 sh | |
| 17 | Deere & Co COM | $10.9M | 17.2K | 1.4% | ▲+2.5% Added · +422 sh | |
| 18 | First TR Exchange-Traded Alp COM SHS | $10.4M | 71.1K | 1.4% | ▲+1.3% Added · +892 sh | |
| 19 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $10.3M | 74.8K | 1.4% | ▲+1.4% Added · +1K sh | |
| 20 | Costco Wholesale Corporation COM | $10.2M | 10.9K | 1.4% | ▲+2.2% Added · +233 sh | |
| 21 | Bank Of Amer Corp COM | $9.9M | 174.5K | 1.3% | ▲+3.4% Added · +6K sh | |
| 22 | Exxon Mobil Corp COM | $9.9M | 72.3K | 1.3% | ▲+2.3% Added · +2K sh | |
| 23 | Procter & Gamble Co COM | $9.8M | 66.8K | 1.3% | ▲+4.3% Added · +3K sh | |
| 24 | First TR Exchange-Traded FD FINLS ALPHADEX | $9.8M | 156.4K | 1.3% | ▲+1.8% Added · +3K sh | |
| 25 | Ishares TR GLOBAL 100 ETF | $9.8M | 71.5K | 1.3% | ▼−0.1% Reduced · −58 sh | |
| 26 | RTX Corporation COM | $9.6M | 50.5K | 1.3% | ▲+5.4% Added · +3K sh | |
| 27 | First TR Exchange-Traded FD HLTH CARE ALPH | $9.1M | 74.5K | 1.2% | ▲+2.4% Added · +2K sh | |
| 28 | Home Depot Inc COM | $8.5M | 24.1K | 1.1% | ▲+3.5% Added · +820 sh | |
| 29 | Cheniere Energy Inc COM NEW | $8.2M | 34.4K | 1.1% | ▲+2.1% Added · +716 sh | |
| 30 | Merck & Co Inc COM | $7.6M | 59.1K | 1.0% | ▲+4.4% Added · +3K sh | |
| 31 | Pepsico Inc COM | $7.6M | 55.9K | 1.0% | ▲+2.1% Added · +1K sh | |
| 32 | Lockheed Martin Corp COM | $7.1M | 13.9K | 0.9% | ▲+5.6% Added · +737 sh | |
| 33 | ALPS ETF TR EQUAL SEC ETF | $7.0M | 138.8K | 0.9% | ▲+2.9% Added · +4K sh | |
| 34 | Palo Alto Networks Inc COM | $6.6M | 19.5K | 0.9% | ▲+6.8% Added · +1K sh | |
| 35 | Starbucks Corp COM | $6.6M | 64.4K | 0.9% | ▲+4.6% Added · +3K sh | |
| 36 | Eog Res Inc COM | $5.9M | 45.5K | 0.8% | ▲+4.2% Added · +2K sh | |
| 37 | Wisdomtree TR US QTLY DIV GRT | $5.9M | 61.7K | 0.8% | ▼−3.3% Reduced · −2K sh | |
| 38 | Invesco Exchange Traded FD T S&P500 QUALITY | $5.7M | 63.7K | 0.8% | ▲+2.7% Added · +2K sh | |
| 39 | ConocoPhillips COM | $5.6M | 53.8K | 0.7% | ▲+2.7% Added · +1K sh | |
| 40 | Vanguard Specialized Funds DIV APP ETF | $5.5M | 23.1K | 0.7% | ▼−0.5% Reduced · −123 sh | |
| 41 | Schwab Strategic TR US DIVIDEND EQ | $5.2M | 163.9K | 0.7% | ▼−11% Reduced · −21K sh | |
| 42 | Vanguard Index FDS VALUE ETF | $5.2M | 23.8K | 0.7% | ▼−1.4% Reduced · −337 sh | |
| 43 | Amplify ETF TR CWP ENHANCED DIV | $5.1M | 111.8K | 0.7% | ▲+3.0% Added · +3K sh | |
| 44 | Meta Platforms Inc CL A | $4.7M | 8.3K | 0.6% | ▲+15% Added · +1K sh | |
| 45 | Crowdstrike Hldgs Inc CL A | $4.3M | 5.6K | 0.6% | ▲+31% Added · +1K sh | |
| 46 | Ishares TR CORE DIV GRWTH | $4.0M | 52.7K | 0.5% | ▲+0.1% Added · +46 sh | |
| 47 | American Tower Corp COM | $3.9M | 24.0K | 0.5% | ▲+5.0% Added · +1K sh | |
| 48 | Ishares TR S&P 100 ETF | $3.8M | 10.3K | 0.5% | ▲+0.3% Added · +34 sh | |
| 49 | J P Morgan Exchange Traded F US QUALTY FCTR | $3.7M | 50.8K | 0.5% | ▼−0.1% Reduced · −57 sh | |
| 50 | Vanguard World FD MEGA CAP VAL ETF | $3.6M | 22.1K | 0.5% | ▼−0.1% Reduced · −26 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 191 | $751.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 175 | $667.0M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 170 | $681.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.