PERRYMAN FINANCIAL ADVISORY INC /AD

Q2 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
191
Total value ($000)
$751,299
Net value change ($000)
+84,329 (12.6%)
New positions
27
Sold out positions
9
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 10,578 14.7%
AAPL 6,947 14.0%
GOOGL 4,395 24.7%
AVGO 4,379 24.4%
CAT 4,075 55.4%
AMZN 3,859 19.1%
PANW 3,717 127.3%
V 3,382 24.6%
GOOGL 2,965 25.0%
CRWD 2,600 156.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,101 -17.5%
LNG -1,335 -14.0%
COP -1,321 -19.1%
NFLX -1,290 -26.8%
PEP -931 -11.0%
FSCO -911 -100.0%
LMT -873 -11.0%
PLTR -736 -20.0%
FSSL -651 -100.0%
LQD -577 -18.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type