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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 1 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SETM SPROTT FDS TR 460,258.0 $14.3M 0.23% NEW $31.16 +6.9%
2 CALL META PLATFORMS INC 12,200.0 $6.9M 0.11% NEW $563.29
3 HUT 8 CORP 45,212.0 $5.2M 0.08% NEW $115.45
4 PUT INVESCO QQQ TR 6,800.0 $5.0M 0.08% NEW $736.40
5 CALL AMAZON COM INC 17,500.0 $4.2M 0.07% NEW $238.34
6 RIOT RIOT PLATFORMS INC Financial Services 124,858.0 $3.4M 0.05% NEW $27.38 -26.8%
7 HONEYWELL INTL INC 15,253.0 $3.4M 0.05% NEW $223.89
8 HONEYWELL AEROSPACE INC 13,458.0 $3.0M 0.05% NEW $221.07
9 XMMO INVESCO EXCHANGE TRADED FD T 17,450.0 $3.0M 0.05% NEW $170.14 -2.2%
10 CLSK CLEANSPARK INC Technology 184,857.0 $2.7M 0.04% NEW $14.55 -14.8%
11 APLD APPLIED DIGITAL CORP Technology 65,426.0 $2.4M 0.04% NEW $37.30 -16.4%
12 CALL SPDR GOLD TR 6,000.0 $2.2M 0.04% NEW $368.38
13 CVSB MORGAN STANLEY ETF TRUST 35,131.0 $1.8M 0.03% NEW $50.64 +0.3%
14 JBND J P MORGAN EXCHANGE TRADED F 31,217.0 $1.7M 0.03% NEW $53.50 -1.7%
15 SPACE EXPLORATION TECHN CORP 9,721.0 $1.7M 0.03% NEW $170.86
16 CALL WESTERN DIGITAL CORP 2,000.0 $1.3M 0.02% NEW $638.72
17 SEI EXCHANGE TRADED FUNDS 49,467.0 $1.2M 0.02% NEW $25.17
18 PUT ADVANCED MICRO DEVICES INC 2,100.0 $1.2M 0.02% NEW $580.91
19 CALL BROADCOM INC 3,200.0 $1.2M 0.02% NEW $377.75
20 PUTNAM ETF TRUST 119,490.0 $1.1M 0.02% NEW $9.12
Page 1 of 11  ·  208 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%