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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 16 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PLD PROLOGIS INC. Real Estate 8,448.0 $1.1M 0.02% +646.0 +8.3% $135.48 +4.3%
302 GSST GOLDMAN SACHS ETF TR 22,421.0 $1.1M 0.02% +157.0 +0.7% $50.58 -0.1%
303 CEG CONSTELLATION ENERGY CORP Utilities 4,564.0 $1.1M 0.02% +313.0 +7.4% $248.37 +10.4%
304 EMLC VANECK ETF TRUST 43,948.0 $1.1M 0.02% +3K +6.8% $25.56 +1.0%
305 TOTALENERGIES SE 14,400.0 $1.1M 0.02% +438.0 +3.1% $77.76
306 AON AON PLC Financial Services 3,363.0 $1.1M 0.02% +363.0 +12.1% $331.70 +5.0%
307 EFAV ISHARES TR 12,583.0 $1.1M 0.02% +70.0 +0.6% $87.71 +7.2%
308 IAK ISHARES TR 7,635.0 $1.1M 0.02% +6K +294.0% $140.56 +2.7%
309 GH GUARDANT HEALTH INC Healthcare 7,149.0 $1.1M 0.02% +1K +17.2% $150.03 +8.9%
310 AXON AXON ENTERPRISE INC Industrials 1,900.0 $1.1M 0.02% +634.0 +50.1% $560.61 +15.2%
311 AMT AMERICAN TOWER CORP Real Estate 6,497.0 $1.1M 0.02% +114.0 +1.8% $163.57 +6.7%
312 AFL AFLAC INC Financial Services 8,997.0 $1.1M 0.02% +622.0 +7.4% $117.26 -0.6%
313 ET ENERGY TRANSFER L P Energy 54,676.0 $1.0M 0.02% +2K +4.3% $19.12 +10.8%
314 SNA SNAP ON INC Industrials 2,583.0 $1.0M 0.02% +2K +140.3% $402.48 -2.1%
315 ZM ZOOM COMMUNICATIONS INC Technology 12,037.0 $1.0M 0.02% +2K +20.5% $86.31 +24.5%
316 IWO ISHARES TR 2,622.0 $1.0M 0.02% +57.0 +2.2% $393.89 -0.9%
317 BLOCK INC 13,570.0 $1.0M 0.02% +240.0 +1.8% $76.00
318 NTAP NETAPP INC Technology 6,633.0 $1.0M 0.02% +114.0 +1.8% $154.76 +25.7%
319 GMUB GOLDMAN SACHS ETF TR 19,949.0 $1.0M 0.02% +2K +8.4% $51.44 -1.1%
320 PAAA PGIM ETF TR 19,950.0 $1.0M 0.02% +844.0 +4.4% $51.27 +0.3%
Page 16 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%