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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 29 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 GCOR GOLDMAN SACHS ETF TR 26,123.0 $1.1M 0.02% -604.0 -2.3% $41.16 -1.2%
562 BAI BLACKROCK ETF TRUST 20,377.0 $1.1M 0.02% -4K -17.4% $52.72 -16.1%
563 NRG NRG ENERGY INC Utilities 7,351.0 $1.1M 0.02% -362.0 -4.7% $146.06 -17.4%
564 IAK ISHARES TR 7,635.0 $1.1M 0.02% +6K +294.0% $140.56 +2.7%
565 GH GUARDANT HEALTH INC Healthcare 7,149.0 $1.1M 0.02% +1K +17.2% $150.03 +8.9%
566 AXON AXON ENTERPRISE INC Industrials 1,900.0 $1.1M 0.02% +634.0 +50.1% $560.61 +15.2%
567 CORE SCIENTIFIC INC NEW 42,689.0 $1.1M 0.02% $24.91
568 AMT AMERICAN TOWER CORP Real Estate 6,497.0 $1.1M 0.02% +114.0 +1.8% $163.57 +6.7%
569 SPHQ INVESCO EXCHANGE TRADED FD T 11,764.0 $1.1M 0.02% $90.10 -4.5%
570 HCA HCA HEALTHCARE INC Healthcare 2,710.0 $1.1M 0.02% $389.92 +4.4%
571 AFL AFLAC INC Financial Services 8,997.0 $1.1M 0.02% +622.0 +7.4% $117.26 -0.6%
572 DASH DOORDASH INC Communication Services 5,706.0 $1.1M 0.02% -162.0 -2.8% $184.53 +19.3%
573 AWK AMERICAN WTR WKS CO INC NEW Utilities 7,975.0 $1.0M 0.02% -974.0 -10.9% $131.58 +5.4%
574 AHR AMERICAN HEALTHCARE REIT INC Real Estate 20,066.0 $1.0M 0.02% $52.15 +5.8%
575 PUT STATE STR SPDR S&P 500 ETF T 1,400.0 $1.0M 0.02% NEW $746.77
576 ET ENERGY TRANSFER L P Energy 54,676.0 $1.0M 0.02% +2K +4.3% $19.12 +10.8%
577 MDB MONGODB INC Technology 3,100.0 $1.0M 0.02% -86.0 -2.7% $335.90 +31.1%
578 SNA SNAP ON INC Industrials 2,583.0 $1.0M 0.02% +2K +140.3% $402.48 -2.1%
579 ZM ZOOM COMMUNICATIONS INC Technology 12,037.0 $1.0M 0.02% +2K +20.5% $86.31 +24.5%
580 AAON AAON INC Industrials 8,183.0 $1.0M 0.02% -928.0 -10.2% $126.86 -36.2%
Page 29 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%