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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 30 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MSEX MIDDLESEX WTR CO Utilities 4,979.0 $280K 0.00% +886.0 +21.6% $56.16 +4.3%
582 WCLD WISDOMTREE TR 8,642.0 $277K 0.00% +825.0 +10.6% $32.06 +26.2%
583 IONS IONIS PHARMACEUTICALS INC Healthcare 3,477.0 $276K 0.00% +47.0 +1.4% $79.29 -26.4%
584 GRNY TIDAL TRUST I 9,968.0 $276K 0.00% +409.0 +4.3% $27.65 +0.7%
585 LYG LLOYDS BANKING GROUP PLC Financial Services 47,158.0 $275K 0.00% +1K +2.2% $5.83 +5.4%
586 EOS EATON VANCE ENHANCED EQUITY Financial Services 12,381.0 $273K 0.00% +314.0 +2.6% $22.04 -1.0%
587 TFSL TFS FINL CORP Financial Services 15,367.0 $272K 0.00% +2K +12.1% $17.72 -1.7%
588 MKC MCCORMICK & CO INC Consumer Defensive 5,387.0 $272K 0.00% +205.0 +4.0% $50.42 +9.0%
589 TTC TORO CO Industrials 2,777.0 $271K 0.00% +467.0 +20.2% $97.42 -0.8%
590 RL RALPH LAUREN CORP Consumer Cyclical 669.0 $269K 0.00% +78.0 +13.2% $401.43 -4.7%
591 COKE COCA COLA CONS INC Consumer Defensive 1,403.0 $268K 0.00% +105.0 +8.1% $190.93 -1.7%
592 BCS BARCLAYS PLC Financial Services 9,968.0 $268K 0.00% +405.0 +4.2% $26.86 +2.6%
593 UEC URANIUM ENERGY CORP Energy 25,028.0 $267K 0.00% +12K +86.8% $10.66 +2.0%
594 NTSX WISDOMTREE TR 4,517.0 $267K 0.00% +328.0 +7.8% $59.06 +1.9%
595 NNN NNN REIT INC Real Estate 5,696.0 $265K 0.00% +159.0 +2.9% $46.53 +0.0%
596 SNY SANOFI SA Healthcare 6,199.0 $264K 0.00% +339.0 +5.8% $42.66 +5.9%
597 SYF SYNCHRONY FINANCIAL Financial Services 3,419.0 $260K 0.00% +216.0 +6.7% $76.05 +6.5%
598 HDV ISHARES TR 9,435.0 $259K 0.00% +7K +345.5% $27.41 +7.8%
599 DEO DIAGEO PLC Consumer Defensive 3,188.0 $256K 0.00% +414.0 +14.9% $80.39 +14.5%
600 CCJ CAMECO CORP Energy 2,509.0 $256K 0.00% +393.0 +18.6% $101.86 -5.5%
Page 30 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%