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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 19 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NU NU HLDGS LTD Financial Services 20,430.0 $273K 0.00% -2K -7.0% $13.36 +7.4%
362 BDX BECTON DICKINSON & CO Healthcare 1,798.0 $272K 0.00% -561.0 -23.8% $151.34 +19.4%
363 XVV ISHARES TR 4,757.0 $270K 0.00% -168.0 -3.4% $56.79 +3.2%
364 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 11,511.0 $268K 0.00% -558.0 -4.6% $23.25 +7.4%
365 RECS COLUMBIA ETF TR I 5,952.0 $258K 0.00% -1K -18.5% $43.28 +4.2%
366 BKLN INVESCO EXCH TRADED FD TR II 12,642.0 $258K 0.00% -8K -38.4% $20.37 +0.8%
367 VTRS VIATRIS INC Healthcare 16,003.0 $254K 0.00% -987.0 -5.8% $15.88 +1.8%
368 HII HUNTINGTON INGALLS INDS INC Industrials 906.0 $254K 0.00% -413.0 -31.3% $279.89 +13.5%
369 VCR VANGUARD WORLD FD 633.0 $251K 0.00% -27.0 -4.1% $396.89 -1.4%
370 JPLD J P MORGAN EXCHANGE TRADED F 4,793.0 $250K 0.00% -524.0 -9.9% $52.19 -0.2%
371 BAX BAXTER INTL INC Healthcare 11,556.0 $246K 0.00% -461.0 -3.8% $21.32 +21.7%
372 LFUS LITTELFUSE INC Technology 537.0 $245K 0.00% -221.0 -29.2% $455.63 -4.0%
373 PTON PELOTON INTERACTIVE INC Consumer Cyclical 40,849.0 $241K 0.00% -3K -7.8% $5.91 -10.2%
374 RDY DR REDDYS LABS LTD Healthcare 16,628.0 $241K 0.00% -2K -10.4% $14.49 -16.2%
375 QDEF FLEXSHARES TR 2,765.0 $241K 0.00% -2K -46.0% $87.02 +4.5%
376 EMB ISHARES TR 2,490.0 $240K 0.00% -141.0 -5.4% $96.42 -1.8%
377 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,923.0 $238K 0.00% -200.0 -3.3% $40.23 +8.8%
378 LIT GLOBAL X FDS 3,018.0 $236K 0.00% -201.0 -6.2% $78.27 -5.4%
379 RGLD ROYAL GOLD INC Basic Materials 1,178.0 $235K 0.00% -22.0 -1.8% $199.66 +15.4%
380 FFLC FIDELITY COVINGTON TRUST 3,934.0 $232K 0.00% -4K -51.3% $58.91 +1.7%
Page 19 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%