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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 18 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RS RELIANCE INC Basic Materials 826.0 $309K 0.01% -115.0 -12.2% $373.61 +12.8%
342 SONY SONY GROUP CORP Technology 15,323.0 $307K 0.01% -937.0 -5.8% $20.06 +16.8%
343 MFC MANULIFE FINL CORP Financial Services 7,521.0 $305K 0.01% -86.0 -1.1% $40.51 +8.7%
344 ZS ZSCALER INC Technology 2,156.0 $304K 0.01% -29.0 -1.3% $141.15 +31.6%
345 LPLA LPL FINL HLDGS INC Financial Services 1,077.0 $303K 0.01% -7.0 -0.7% $281.69 +30.9%
346 NTES NETEASE COM INC Technology 2,348.0 $301K 0.01% -126.0 -5.1% $128.16 -2.7%
347 SON SONOCO PRODS CO Consumer Cyclical 5,289.0 $298K 0.01% -194.0 -3.5% $56.35 +1.5%
348 DGX QUEST DIAGNOSTICS INC Healthcare 1,397.0 $296K 0.01% -38.0 -2.6% $211.92 +11.5%
349 CF CF INDUSTRIES HOLD Basic Materials 2,733.0 $296K 0.01% -5K -65.9% $108.27 +10.6%
350 CIG CIA ENERGETICA DE MINAS GERA Utilities 140,499.0 $295K 0.01% -16K -10.5% $2.10 -9.5%
351 NEMD NEUBERGER BERMAN ETF TRUST 5,548.0 $294K 0.01% -220.0 -3.8% $53.05 -0.8%
352 ESE ESCO TECHNOLOGIES INC Technology 837.0 $293K 0.01% -17.0 -2.0% $350.23 -12.5%
353 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,566.0 $293K 0.01% -8K -58.6% $52.65 +24.1%
354 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 4,613.0 $292K 0.01% -200.0 -4.2% $63.25 +18.4%
355 EXEL EXELIXIS INC Healthcare 5,357.0 $291K 0.01% -694.0 -11.5% $54.41 -2.4%
356 HUBB HUBBELL INC Industrials 551.0 $289K 0.01% -122.0 -18.1% $523.65 -7.6%
357 STN STANTEC INC Industrials 4,140.0 $285K 0.00% -2K -36.1% $68.91 +7.7%
358 FPE FIRST TR EXCH TRADED FD III 15,486.0 $277K 0.00% -110.0 -0.7% $17.88 -1.0%
359 PSO PEARSON PLC Communication Services 17,379.0 $276K 0.00% -217.0 -1.2% $15.89 +0.5%
360 FEMB FIRST TR EXCH TRADED FD III 9,388.0 $274K 0.00% -601.0 -6.0% $29.22 +1.1%
Page 18 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%