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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 27 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SYM SYMBOTIC INC Industrials 27,569.0 $1.2M 0.02% -11K -28.5% $44.95 -6.5%
522 SHM SPDR SERIES TRUST 25,777.0 $1.2M 0.02% -2K -8.7% $47.97 -0.5%
523 SEI EXCHANGE TRADED FUNDS 36,824.0 $1.2M 0.02% $33.54
524 BNL BROADSTONE NET LEASE INC Real Estate 59,570.0 $1.2M 0.02% $20.67 +2.3%
525 WELL WELLTOWER INC Real Estate 5,411.0 $1.2M 0.02% +291.0 +5.7% $226.99 +3.8%
526 OSCR OSCAR HEALTH INC Healthcare 42,945.0 $1.2M 0.02% -17K -28.6% $28.52 +13.3%
527 DFUS DIMENSIONAL ETF TRUST 14,947.0 $1.2M 0.02% +2K +16.6% $81.94 +2.6%
528 WULF TERAWULF INC Financial Services 49,489.0 $1.2M 0.02% +5K +10.1% $24.70 -37.2%
529 PUT ADVANCED MICRO DEVICES INC 2,100.0 $1.2M 0.02% NEW $580.91
530 SPHD INVESCO EXCH TRADED FD TR II 23,995.0 $1.2M 0.02% -429.0 -1.8% $50.84 +5.1%
531 CIEN CIENA CORP Technology 2,471.0 $1.2M 0.02% +110.0 +4.7% $490.56 -18.6%
532 XSOE WISDOMTREE TR 24,615.0 $1.2M 0.02% -1K -4.3% $49.18 -4.4%
533 CALL BROADCOM INC 3,200.0 $1.2M 0.02% NEW $377.75
534 GFS GLOBALFOUNDRIES INC Technology 14,610.0 $1.2M 0.02% +2K +14.2% $82.41 -41.1%
535 O REALTY INCOME CORP Real Estate 19,371.0 $1.2M 0.02% -938.0 -4.6% $61.96 +1.6%
536 SHV ISHARES TR 10,863.0 $1.2M 0.02% -444.0 -3.9% $110.35 -0.1%
537 ABNB AIRBNB INC Consumer Cyclical 8,316.0 $1.2M 0.02% +863.0 +11.6% $143.10 +30.2%
538 WAB WABTEC Industrials 4,414.0 $1.2M 0.02% +992.0 +29.0% $269.60 +8.4%
539 SPFF GLOBAL X FDS 126,840.0 $1.2M 0.02% +12K +10.1% $9.38 +1.2%
540 PGHY INVESCO EXCH TRADED FD TR II 60,096.0 $1.2M 0.02% +534.0 +0.9% $19.70 +0.3%
Page 27 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%