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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 14 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DGRW WISDOMTREE TR 43,787.0 $4.2M 0.07% -857.0 -1.9% $95.62 +3.6%
262 JMST J P MORGAN EXCHANGE TRADED F 81,997.0 $4.2M 0.07% +19K +29.7% $51.00 -0.2%
263 CALL AMAZON COM INC 17,500.0 $4.2M 0.07% NEW $238.34
264 UNH UNITEDHEALTH GROUP INC Healthcare 10,008.0 $4.2M 0.07% +726.0 +7.8% $415.62 -5.2%
265 ISRG INTUITIVE SURGICAL INC Healthcare 10,408.0 $4.1M 0.07% -104.0 -1.0% $397.69 -1.6%
266 DFSU DIMENSIONAL ETF TRUST 88,644.0 $4.1M 0.07% +2K +2.1% $46.63 +3.5%
267 NUBD NUSHARES ETF TR 184,954.0 $4.1M 0.06% -19K -9.4% $22.14 -1.7%
268 SPGP INVESCO EXCHANGE TRADED FD T 32,760.0 $4.0M 0.06% -3K -8.7% $122.29 +4.0%
269 ASML ASML HLDG NV Technology 2,008.0 $4.0M 0.06% -29.0 -1.4% $1989.04 -9.4%
270 WTAI WISDOMTREE TR 83,934.0 $4.0M 0.06% +459.0 +0.6% $47.47 -12.5%
271 MQ MARQETA INC Technology 973,205.0 $4.0M 0.06% $4.06 +281.3%
272 ABT ABBOTT LABORATORIES Healthcare 43,168.0 $3.9M 0.06% -18K -29.2% $90.74 +24.2%
273 AMP AMERIPRISE FINL INC Financial Services 8,517.0 $3.9M 0.06% +729.0 +9.4% $458.77 +22.5%
274 FCX FREEPORT MCMORAN INC Basic Materials 62,121.0 $3.9M 0.06% +2K +4.0% $62.89 +5.4%
275 BMY BRISTOL-MYERS SQUIBB CO Healthcare 67,767.0 $3.9M 0.06% -4K -5.9% $57.62 +14.6%
276 MLM MARTIN MARIETTA MATLS INC Basic Materials 6,698.0 $3.9M 0.06% -371.0 -5.2% $576.67 -9.3%
277 CALL MICRON TECHNOLOGY INC 3,300.0 $3.8M 0.06% -4K -56.0% $1154.29
278 SH PROSHARES TR 113,804.0 $3.8M 0.06% +7K +7.0% $33.02 -2.0%
279 UPS UNITED PARCEL SVCS INC Industrials 34,737.0 $3.7M 0.06% -1K -2.8% $107.50 -5.2%
280 NSC NORFOLK SOUTHN CORP Industrials 11,830.0 $3.7M 0.06% $314.58 +7.7%
Page 14 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%