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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 13 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLF SELECT SECTOR SPDR TR 88,598.0 $4.7M 0.07% -2K -2.1% $53.61 +7.9%
242 SPIB SPDR SERIES TRUST 141,565.0 $4.7M 0.07% +4K +2.9% $33.46 -1.0%
243 SCHA SCHWAB STRATEGIC TR 130,211.0 $4.7M 0.07% $36.13 -3.1%
244 VSS VANGUARD INTL EQUITY INDEX F 30,297.0 $4.7M 0.07% +589.0 +2.0% $154.29 +2.1%
245 GWW WW GRAINGER INC Industrials 3,390.0 $4.6M 0.07% +41.0 +1.2% $1360.44 -3.4%
246 RMD RESMED INC Healthcare 23,587.0 $4.6M 0.07% -822.0 -3.4% $194.89 +12.9%
247 SCHH SCHWAB STRATEGIC TR 193,274.0 $4.6M 0.07% +24K +14.5% $23.68 +0.7%
248 BLACKROCK ETF TRUST 56,764.0 $4.6M 0.07% +3K +6.1% $80.16
249 JLL JONES LANG LASALLE INC Real Estate 14,567.0 $4.5M 0.07% +5K +51.8% $309.95 +19.7%
250 REGN REGENERON PHARMACEUTICALS Healthcare 7,164.0 $4.5M 0.07% -516.0 -6.7% $623.56 +29.9%
251 IDMO INVESCO EXCH TRADED FD TR II 73,891.0 $4.5M 0.07% +9K +14.4% $60.29 +3.5%
252 PAVE GLOBAL X FDS 75,003.0 $4.4M 0.07% +28K +59.8% $58.92 -2.7%
253 VRTX VERTEX PHARMACEUTICALS INC Healthcare 8,834.0 $4.4M 0.07% +2K +36.9% $496.73 +6.3%
254 EUSB ISHARES TR 99,965.0 $4.3M 0.07% +15K +17.0% $43.45 -1.5%
255 CB CHUBB LIMITED Financial Services 12,711.0 $4.3M 0.07% $340.75 +1.3%
256 VYM VANGUARD WHITEHALL FDS 27,370.0 $4.3M 0.07% +3K +10.9% $158.03 +4.8%
257 BIV VANGUARD BD INDEX FDS 56,295.0 $4.3M 0.07% +2K +4.3% $76.70 -1.6%
258 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 44,343.0 $4.3M 0.07% +727.0 +1.7% $96.12 -50.7%
259 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 34,594.0 $4.3M 0.07% -1K -3.9% $123.11 +26.9%
260 IGM ISHARES TR 25,866.0 $4.2M 0.07% $163.58 -2.0%
Page 13 of 72  ·  1,435 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%