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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 15 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 JBHT HUNT J B TRANS SVCS INC Industrials 4,418.0 $1.3M 0.02% +159.0 +3.7% $289.43 -5.2%
282 JMSI J P MORGAN EXCHANGE TRADED F 25,316.0 $1.3M 0.02% +12K +83.3% $50.44 -1.9%
283 ALL ALLSTATE CORP Financial Services 5,366.0 $1.3M 0.02% +1K +29.7% $237.93 +7.0%
284 VYMI VANGUARD WHITEHALL FDS 12,965.0 $1.3M 0.02% +10K +282.8% $98.20 +6.1%
285 OKE ONEOK INC NEW Energy 14,570.0 $1.3M 0.02% +2K +14.8% $86.94 +8.8%
286 CRSP CRISPR THERAPEUTICS AG Healthcare 22,976.0 $1.3M 0.02% +3K +14.5% $54.54 +6.6%
287 EXP EAGLE MATLS INC Basic Materials 5,558.0 $1.3M 0.02% +103.0 +1.9% $225.01 -9.8%
288 WELL WELLTOWER INC Real Estate 5,411.0 $1.2M 0.02% +291.0 +5.7% $226.99 +4.6%
289 DFUS DIMENSIONAL ETF TRUST 14,947.0 $1.2M 0.02% +2K +16.6% $81.94 +1.6%
290 WULF TERAWULF INC Financial Services 49,489.0 $1.2M 0.02% +5K +10.1% $24.70 -33.4%
291 CIEN CIENA CORP Technology 2,471.0 $1.2M 0.02% +110.0 +4.7% $490.56 -20.0%
292 GFS GLOBALFOUNDRIES INC Technology 14,610.0 $1.2M 0.02% +2K +14.2% $82.41 -42.6%
293 ABNB AIRBNB INC Consumer Cyclical 8,316.0 $1.2M 0.02% +863.0 +11.6% $143.10 +29.3%
294 WAB WABTEC Industrials 4,414.0 $1.2M 0.02% +992.0 +29.0% $269.60 +8.4%
295 SPFF GLOBAL X FDS 126,840.0 $1.2M 0.02% +12K +10.1% $9.38 +0.9%
296 PGHY INVESCO EXCH TRADED FD TR II 60,096.0 $1.2M 0.02% +534.0 +0.9% $19.70 -0.1%
297 CHYM CHIME FINL INC Financial Services 57,137.0 $1.2M 0.02% +3K +4.8% $20.48 +56.0%
298 ANNALY CAPITAL MANAGEMENT IN 51,697.0 $1.2M 0.02% +2K +3.1% $22.36
299 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 21,855.0 $1.2M 0.02% +858.0 +4.1% $52.85 +0.2%
300 BOND PIMCO ETF TR 12,462.0 $1.1M 0.02% +599.0 +5.0% $92.21 -1.7%
Page 15 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%