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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 16 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 OEF ISHARES TR 9,314.0 $3.4M 0.05% -3K -21.4% $365.86 +3.5%
302 TXN TEXAS INSTRS INC Technology 11,431.0 $3.4M 0.05% +1K +12.7% $298.07 -8.7%
303 SPYV SPDR SERIES TRUST 55,949.0 $3.4M 0.05% +2K +3.0% $60.79 +4.3%
304 ACM AECOM Industrials 48,622.0 $3.4M 0.05% -2K -3.4% $69.80 -11.6%
305 DFAX DIMENSIONAL ETF TRUST 90,537.0 $3.3M 0.05% +40K +79.4% $36.84 +2.2%
306 PWR QUANTA SVCS INC Industrials 4,607.0 $3.3M 0.05% +3K +159.4% $720.04 -3.3%
307 SO SOUTHERN CO Utilities 34,256.0 $3.3M 0.05% +2K +4.7% $95.71 -3.8%
308 EMR EMERSON ELEC CO Industrials 22,813.0 $3.3M 0.05% +908.0 +4.2% $143.15 +10.3%
309 JAAA JANUS DETROIT STR TR 64,290.0 $3.2M 0.05% $50.49 +0.2%
310 AEP AMERICAN ELEC PWR CO INC Utilities 23,590.0 $3.2M 0.05% +1K +6.3% $136.81 -7.6%
311 NVS NOVARTIS AG Healthcare 20,563.0 $3.2M 0.05% $156.72 -1.4%
312 PM PHILIP MORRIS INTL INC Consumer Defensive 17,739.0 $3.2M 0.05% +2K +12.4% $180.91 +3.7%
313 CI THE CIGNA GROUP Healthcare 11,641.0 $3.2M 0.05% +834.0 +7.7% $275.67 +1.0%
314 JCI JOHNSON CONTROLS INTERNATION Industrials 21,955.0 $3.2M 0.05% +3K +14.2% $146.11 +2.4%
315 FNDX SCHWAB STRATEGIC TR 103,049.0 $3.2M 0.05% -2K -2.4% $31.10 +4.3%
316 AMLP ALPS ETF TR 61,691.0 $3.2M 0.05% +1K +1.9% $51.85 +6.7%
317 CGDV CAPITAL GROUP DIVIDEND VALUE 64,786.0 $3.2M 0.05% +3K +4.6% $49.28 +2.4%
318 RF REGIONS FINANCIAL CORP NEW Financial Services 105,629.0 $3.2M 0.05% $30.20 +5.0%
319 T AT&T INC Communication Services 153,344.0 $3.2M 0.05% +2K +1.0% $20.70 +20.3%
320 SYSB ISHARES TR 35,652.0 $3.2M 0.05% +1K +4.3% $88.72 -1.8%
Page 16 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%