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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 24 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 OUNZ VANECK MERK GOLD ETF Financial Services 13,763.0 $531K 0.01% +393.0 +2.9% $38.59 +11.1%
462 SATS ECHOSTAR CORP Technology 5,232.0 $531K 0.01% +367.0 +7.5% $101.50 -14.3%
463 DBC INVESCO DB COMMDY INDX TRCK Financial Services 19,874.0 $530K 0.01% +2K +13.2% $26.66 +15.1%
464 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 20,926.0 $524K 0.01% +176.0 +0.8% $25.06 +15.1%
465 CGGR CAPITAL GROUP GROWTH ETF 11,089.0 $523K 0.01% +685.0 +6.6% $47.20 -1.2%
466 DDWM WISDOMTREE TR 11,326.0 $523K 0.01% +258.0 +2.3% $46.18 +2.0%
467 SIXA EXCHANGE TRADED CONCEPTS TRU 9,278.0 $520K 0.01% +828.0 +9.8% $56.00 +4.5%
468 IREN IREN LIMITED Financial Services 11,349.0 $519K 0.01% +2K +20.5% $45.73 -11.3%
469 PVAL PUTNAM ETF TRUST 10,082.0 $514K 0.01% +1K +11.1% $50.95 +7.0%
470 SWIM LATHAM GROUP INC Industrials 78,644.0 $509K 0.01% +9K +12.8% $6.47 +11.0%
471 NYT NEW YORK TIMES CO MTN BE Communication Services 7,259.0 $508K 0.01% +222.0 +3.1% $69.98 -6.4%
472 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,608.0 $506K 0.01% +476.0 +11.5% $109.77 -0.1%
473 NUHY NUSHARES ETF TR 23,500.0 $504K 0.01% +1K +5.8% $21.44 -0.8%
474 CGDG CAPITAL GROUP DIVIDEND GROWE 13,376.0 $502K 0.01% +2K +19.9% $37.51 +3.6%
475 HAL HALLIBURTON CO Energy 14,719.0 $500K 0.01% +1K +11.1% $33.95 +4.2%
476 IQVIA HLDGS INC 2,578.0 $498K 0.01% +208.0 +8.8% $193.22
477 RSG REPUBLIC SVCS INC Industrials 2,337.0 $498K 0.01% +281.0 +13.7% $213.14 +3.0%
478 POWL POWELL INDS INC Industrials 1,737.0 $498K 0.01% +1K +265.7% $286.43 -29.5%
479 EZU ISHARES INC 7,090.0 $493K 0.01% +2K +35.0% $69.50 +2.8%
480 KKR KKR & CO INC Financial Services 5,355.0 $491K 0.01% +126.0 +2.4% $91.78 +19.8%
Page 24 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%