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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 21 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CORZ CORE SCIENTIFIC INC NEW Technology 84,295.0 $2.2M 0.03% $25.59 -26.8%
402 USTB VICTORY PORTFOLIOS II 41,524.0 $2.1M 0.03% +12K +42.7% $50.62 -0.3%
403 VSGX VANGUARD WORLD FD 25,457.0 $2.1M 0.03% $82.34 +0.5%
404 HYLB DBX ETF TR 57,146.0 $2.1M 0.03% +6K +12.3% $36.52 -0.4%
405 SCYB SCHWAB STRATEGIC TR 79,682.0 $2.1M 0.03% +23K +40.5% $26.18 -0.5%
406 SLB SLB LIMITED Energy 44,086.0 $2.0M 0.03% +4K +10.0% $46.49 +15.2%
407 XLI SELECT SECTOR SPDR TR 11,064.0 $2.0M 0.03% -2K -15.3% $185.23 -1.8%
408 IYLD ISHARES TR 92,520.0 $2.0M 0.03% +15K +19.6% $22.14 +0.5%
409 ARM ARM HOLDINGS PLC Technology 5,766.0 $2.0M 0.03% $354.56 -29.7%
410 ADI ANALOG DEVICES INC Technology 5,122.0 $2.0M 0.03% +153.0 +3.1% $397.20 -6.0%
411 NEAR ISHARES U S ETF TR 39,868.0 $2.0M 0.03% +4K +11.9% $50.66 -0.2%
412 EBND SPDR SERIES TRUST 96,166.0 $2.0M 0.03% +12K +13.7% $20.92 +1.5%
413 SLYG SPDR SERIES TRUST 16,750.0 $2.0M 0.03% $119.13 -1.9%
414 DELL DELL TECHNOLOGIES INC Technology 4,584.0 $2.0M 0.03% +515.0 +12.7% $431.51 +1.4%
415 HEFA ISHARES TR 42,028.0 $2.0M 0.03% +19K +86.1% $46.92 +0.1%
416 SLYV SPDR SERIES TRUST 17,958.0 $2.0M 0.03% +595.0 +3.4% $109.11 +1.4%
417 SRLN SSGA ACTIVE ETF TR 48,570.0 $2.0M 0.03% -5K -8.8% $40.29 +0.7%
418 CL COLGATE PALMOLIVE CO Consumer Defensive 21,327.0 $2.0M 0.03% +2K +8.0% $91.68 -0.9%
419 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 146,185.0 $1.9M 0.03% $13.30 +26.0%
420 WMB WILLIAMS COS INC Energy 26,082.0 $1.9M 0.03% +2K +6.3% $74.34 -1.5%
Page 21 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%