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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 4 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHW SCHWAB CHARLES CORP Financial Services 149,554.0 $13.8M 0.22% +37K +32.7% $92.27 +19.8%
62 RTX RTX CORPORATION Industrials 70,395.0 $13.4M 0.21% +1K +1.6% $189.73 +16.8%
63 TSPA T ROWE PRICE EXCHANGE-TRADED 269,855.0 $12.8M 0.20% +7K +2.7% $47.53 +2.5%
64 RSP INVESCO EXCHANGE TRADED FD T 59,506.0 $12.7M 0.20% +7K +13.5% $212.77 +3.8%
65 SUSB ISHARES TR 504,559.0 $12.6M 0.20% +69K +15.9% $24.99 -0.6%
66 CVX CHEVRON CORPORATION Energy 75,440.0 $12.5M 0.20% +3K +4.6% $165.76 +22.3%
67 VTEB VANGUARD MUN BD FDS 245,262.0 $12.4M 0.20% +25K +11.2% $50.58 -1.9%
68 C CITIGROUP INC Financial Services 88,631.0 $12.4M 0.20% +2K +2.0% $139.96 -1.0%
69 IWM ISHARES TR 40,338.0 $12.1M 0.19% +881.0 +2.2% $300.45 +1.2%
70 BND VANGUARD BD INDEX FDS 160,107.0 $11.8M 0.18% +8K +5.2% $73.41 -1.7%
71 MBB ISHARES TR 120,521.0 $11.4M 0.18% +2K +2.1% $94.52 -1.6%
72 CAT CATERPILLAR INC Industrials 10,528.0 $11.2M 0.18% +210.0 +2.0% $1064.93 -17.2%
73 KO COCA COLA CO Consumer Defensive 137,768.0 $11.2M 0.18% +10K +8.1% $81.27 +7.0%
74 IWF ISHARES TR 89,995.0 $11.2M 0.18% +68K +303.3% $124.17 +0.7%
75 PG PROCTER & GAMBLE CO Consumer Defensive 74,029.0 $10.9M 0.17% +1K +1.8% $146.64 -2.4%
76 XLK SELECT SECTOR SPDR TR 56,903.0 $10.8M 0.17% +7K +13.3% $190.52 -0.1%
77 AVES AMERICAN CENTY ETF TR 165,169.0 $10.8M 0.17% +7K +4.7% $65.60 +0.5%
78 PRF INVESCO EXCHANGE TRADED FD T 199,277.0 $10.8M 0.17% +3K +1.3% $54.03 +4.0%
79 JIRE J P MORGAN EXCHANGE TRADED F 130,066.0 $10.7M 0.17% +9K +7.5% $82.49 +4.0%
80 NEE NEXTERA ENERGY INC Utilities 119,680.0 $10.5M 0.17% +2K +1.7% $87.77 -1.8%
Page 4 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%