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Portfolio (Quarterly) Guide ↗

Perigon Wealth Management, LLC

· CIK 0001575239
13F Portfolio $6.4B AUM 1,435 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 208 New 641 Added 412 Reduced 67 Exited
Page 12 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 D DOMINION ENERGY INC Utilities 32,322.0 $2.2M 0.04% +2K +6.0% $68.29 +1.3%
222 SRE SEMPRA Utilities 23,682.0 $2.2M 0.04% +462.0 +2.0% $92.71 -5.9%
223 USTB VICTORY PORTFOLIOS II 41,524.0 $2.1M 0.03% +12K +42.7% $50.62 -0.3%
224 HYLB DBX ETF TR 57,146.0 $2.1M 0.03% +6K +12.3% $36.52 -0.5%
225 SCYB SCHWAB STRATEGIC TR 79,682.0 $2.1M 0.03% +23K +40.5% $26.18 -0.6%
226 SLB SLB LIMITED Energy 44,086.0 $2.0M 0.03% +4K +10.0% $46.49 +16.3%
227 IYLD ISHARES TR 92,520.0 $2.0M 0.03% +15K +19.6% $22.14 +0.5%
228 ADI ANALOG DEVICES INC Technology 5,122.0 $2.0M 0.03% +153.0 +3.1% $397.20 -6.1%
229 NEAR ISHARES U S ETF TR 39,868.0 $2.0M 0.03% +4K +11.9% $50.66 -0.2%
230 EBND SPDR SERIES TRUST 96,166.0 $2.0M 0.03% +12K +13.7% $20.92 +1.5%
231 DELL DELL TECHNOLOGIES INC Technology 4,584.0 $2.0M 0.03% +515.0 +12.7% $431.51 +4.4%
232 HEFA ISHARES TR 42,028.0 $2.0M 0.03% +19K +86.1% $46.92 +0.5%
233 SLYV SPDR SERIES TRUST 17,958.0 $2.0M 0.03% +595.0 +3.4% $109.11 +2.1%
234 CL COLGATE PALMOLIVE CO Consumer Defensive 21,327.0 $2.0M 0.03% +2K +8.0% $91.68 +0.8%
235 WMB WILLIAMS COS INC Energy 26,082.0 $1.9M 0.03% +2K +6.3% $74.34 +0.6%
236 FTCB FIRST TR EXCHANGE-TRADED FD 90,100.0 $1.9M 0.03% +593.0 +0.7% $20.86 -1.0%
237 VALE VALE S A Basic Materials 124,333.0 $1.9M 0.03% +6K +4.8% $15.04 -5.6%
238 SPG SIMON PPTY GROUP INC NEW Real Estate 8,223.0 $1.8M 0.03% +266.0 +3.3% $223.64 -0.5%
239 GM GENERAL MTRS CO Consumer Cyclical 23,603.0 $1.8M 0.03% +556.0 +2.4% $77.08 +10.2%
240 EVUS ISHARES TR 51,686.0 $1.8M 0.03% +6K +12.4% $35.11 +6.2%
Page 12 of 33  ·  641 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.4%
Financial Services 21.3%
Communication Services 8.8%
Consumer Cyclical 8.1%
Healthcare 7.1%
Industrials 6.5%
Consumer Defensive 3.2%
Energy 3.1%
Utilities 1.8%
Real Estate 1.5%