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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 25 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CSX CSX CORP Industrials 29,930.0 $1.4M 0.02% +2K +7.8% $47.53 +6.6%
482 CNA CNA FINL CORP Financial Services 29,176.0 $1.4M 0.02% +16K +121.3% $48.61 +2.5%
483 TGT TARGET CORP Consumer Defensive 10,731.0 $1.4M 0.02% +337.0 +3.2% $130.61 +21.7%
484 GSUS GOLDMAN SACHS ETF TR 13,577.0 $1.4M 0.02% -980.0 -6.7% $103.10 +3.0%
485 USB US BANCORP Financial Services 23,174.0 $1.4M 0.02% $60.40 +4.0%
486 COIN COINBASE GLOBAL INC Financial Services 9,542.0 $1.4M 0.02% +3K +37.5% $146.18 +9.6%
487 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 35,450.0 $1.4M 0.02% +6K +21.0% $39.05 +7.2%
488 EXC EXELON CORP Utilities 29,638.0 $1.4M 0.02% +3K +10.1% $46.62 -2.8%
489 NUAG NUSHARES ETF TR 65,074.0 $1.4M 0.02% +5K +8.9% $21.03 -1.6%
490 TER TERADYNE INC Technology 2,820.0 $1.4M 0.02% -433.0 -13.3% $483.87 -21.5%
491 DISV DIMENSIONAL ETF TRUST 33,851.0 $1.4M 0.02% -4K -10.1% $40.13 +10.0%
492 PGR PROGRESSIVE CORP Financial Services 6,209.0 $1.4M 0.02% +2K +33.8% $218.44 -0.5%
493 CTVA CORTEVA INC Basic Materials 16,010.0 $1.4M 0.02% +1K +8.0% $84.69 -7.2%
494 GRAL GRAIL INC Healthcare 19,753.0 $1.3M 0.02% $68.27 +8.3%
495 USAR USA RARE EARTH INC Basic Materials 62,403.0 $1.3M 0.02% +39K +168.3% $21.58 -16.2%
496 BKNG BOOKING HOLDINGS INC Consumer Cyclical 7,417.0 $1.3M 0.02% +7K +2339.8% $178.23 +19.5%
497 MDT MEDTRONIC PLC Healthcare 16,891.0 $1.3M 0.02% +803.0 +5.0% $78.23 +20.3%
498 CGW INVESCO EXCH TRADED FD TR II 20,085.0 $1.3M 0.02% +11K +115.2% $65.73 -0.6%
499 INTU INTUIT Technology 5,039.0 $1.3M 0.02% +690.0 +15.9% $261.02 +38.9%
500 RKT ROCKET COS INC Financial Services 83,294.0 $1.3M 0.02% +10K +13.2% $15.75 -7.1%
Page 25 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%