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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 23 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CFG CITIZENS FINL GROUP INC Financial Services 8,109.0 $568K 0.01% +584.0 +7.8% $70.07 +1.0%
442 BBSC J P MORGAN EXCHANGE TRADED F 6,183.0 $568K 0.01% +97.0 +1.6% $91.85 +0.2%
443 HROW HARROW INC Healthcare 13,229.0 $562K 0.01% +2K +17.8% $42.47 -2.0%
444 SYY SYSCO CORP Consumer Defensive 6,692.0 $559K 0.01% +707.0 +11.8% $83.58 -1.3%
445 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 18,383.0 $555K 0.01% +1K +7.5% $30.17 +13.0%
446 PCAR PACCAR INC Industrials 4,604.0 $553K 0.01% +58.0 +1.3% $120.13 +6.1%
447 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 7,214.0 $551K 0.01% +881.0 +13.9% $76.40 +5.7%
448 USIG ISHARES TR 10,721.0 $550K 0.01% +409.0 +4.0% $51.29 -1.7%
449 BNDW VANGUARD SCOTTSDALE FDS 7,996.0 $548K 0.01% +3K +60.4% $68.53 -1.3%
450 WWD WOODWARD INC Industrials 1,286.0 $547K 0.01% +157.0 +13.9% $425.43 -15.4%
451 WBD WARNER BROS DISCOVERY INC Communication Services 20,453.0 $545K 0.01% +732.0 +3.7% $26.66 +7.0%
452 HIMS HIMS & HERS HEALTH INC Healthcare 15,717.0 $545K 0.01% +5K +45.5% $34.67 -10.3%
453 TLN TALEN ENERGY CORP Utilities 1,410.0 $542K 0.01% +642.0 +83.6% $384.26 -16.1%
454 FRO FRONTLINE PLC Energy 15,565.0 $542K 0.01% +340.0 +2.2% $34.79 +27.8%
455 NJR NEW JERSEY RES CORP Utilities 9,653.0 $541K 0.01% +1K +16.8% $56.04 -1.7%
456 IRM IRON MTN INC DEL Real Estate 4,276.0 $540K 0.01% +528.0 +14.1% $126.32 -3.4%
457 NGG NATIONAL GRID PLC Utilities 6,496.0 $538K 0.01% +223.0 +3.5% $82.87 -2.7%
458 CASY CASEYS GEN STORES INC Consumer Cyclical 676.0 $537K 0.01% +114.0 +20.3% $794.31 +5.3%
459 ENTERGY CORP NEW 4,651.0 $534K 0.01% +529.0 +12.8% $114.85
460 MGK VANGUARD WORLD FD 6,053.0 $532K 0.01% +5K +399.8% $87.91 +1.7%
Page 23 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%