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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 10 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ICVT ISHARES TR 8,041.0 $979K 0.01% -7K -46.4% $121.74 -5.2%
182 DHR DANAHER CORP DEL Healthcare 5,081.0 $968K 0.01% -232.0 -4.4% $190.49 +13.8%
183 XLY SELECT SECTOR SPDR TR 8,202.0 $962K 0.01% -1K -14.3% $117.28 -0.6%
184 SUSL ISHARES TR 7,231.0 $960K 0.01% -207.0 -2.8% $132.76 +3.3%
185 CNC CENTENE CORP DEL Healthcare 14,894.0 $956K 0.01% -1K -8.2% $64.19 +0.4%
186 ADBE ADOBE INC Technology 4,544.0 $932K 0.01% -164.0 -3.5% $205.01 +31.7%
187 JNK SPDR SERIES TRUST 9,638.0 $929K 0.01% -323.0 -3.2% $96.37 -0.6%
188 URNM SPROTT FDS TR 17,554.0 $923K 0.01% -2K -8.9% $52.59 +3.3%
189 PFF ISHARES TR 30,264.0 $923K 0.01% -3K -9.6% $30.49 +0.1%
190 SHOP SHOPIFY INC Technology 8,017.0 $915K 0.01% -701.0 -8.0% $114.18 +26.6%
191 HOOD ROBINHOOD MKTS INC Financial Services 9,126.0 $915K 0.01% -10K -51.4% $100.28 -4.5%
192 CPER UNITED STS COMMODITY INDEX F Financial Services 24,108.0 $910K 0.01% -3K -10.7% $37.73 +3.7%
193 OTIS OTIS WORLDWIDE CORP Industrials 12,653.0 $906K 0.01% -163.0 -1.3% $71.60 -0.4%
194 JHMM JOHN HANCOCK EXCHANGE TRADED 11,914.0 $893K 0.01% -5K -29.9% $74.96 +1.4%
195 GSIE GOLDMAN SACHS ETF TR 19,510.0 $892K 0.01% -274.0 -1.4% $45.70 +4.7%
196 IJK ISHARES TR 7,515.0 $883K 0.01% -69.0 -0.9% $117.49 -1.4%
197 AA ALCOA CORP Basic Materials 16,834.0 $878K 0.01% -6K -25.3% $52.14 -5.4%
198 J JACOBS SOLUTIONS INC Industrials 6,714.0 $846K 0.01% -189.0 -2.7% $125.99 +17.0%
199 LOW LOWES COS INC Consumer Cyclical 3,819.0 $842K 0.01% -566.0 -12.9% $220.49 -1.2%
200 SGOL ETFS GOLD TR Financial Services 21,776.0 $832K 0.01% -3K -11.0% $38.23 +12.0%
Page 10 of 21  ·  412 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%