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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 31 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ICVT ISHARES TR 8,041.0 $979K 0.01% -7K -46.4% $121.74 -4.8%
602 KWEB KRANESHARES TRUST 39,964.0 $978K 0.01% +11K +38.7% $24.47 +11.2%
603 DTCR GLOBAL X FDS 32,164.0 $977K 0.01% +23K +248.3% $30.37 -6.7%
604 BSOL BITWISE SOLANA STAKING ETF Financial Services 97,056.0 $972K 0.01% +47K +93.8% $10.01 +12.8%
605 DFAT DIMENSIONAL ETF TRUST 13,899.0 $972K 0.01% +2K +15.2% $69.90 +2.6%
606 TECHNIPFMC PLC 14,650.0 $971K 0.01% +268.0 +1.9% $66.30
607 PSX PHILLIPS 66 Energy 5,738.0 $970K 0.01% +72.0 +1.3% $169.05 +43.3%
608 DHR DANAHER CORP DEL Healthcare 5,081.0 $968K 0.01% -232.0 -4.4% $190.49 +11.0%
609 URI UNITED RENTALS INC Industrials 852.0 $966K 0.01% +211.0 +32.9% $1133.32 -1.4%
610 CALL SEAGATE TECHNOLOGY HLDNGS PL 1,000.0 $965K 0.01% NEW $965.00
611 ACWX ISHARES TR 12,663.0 $964K 0.01% +5K +69.0% $76.11 +1.5%
612 XLY SELECT SECTOR SPDR TR 8,202.0 $962K 0.01% -1K -14.3% $117.28 +1.1%
613 SUSL ISHARES TR 7,231.0 $960K 0.01% -207.0 -2.8% $132.76 +3.7%
614 CNC CENTENE CORP DEL Healthcare 14,894.0 $956K 0.01% -1K -8.2% $64.19 +0.8%
615 JEPQ J P MORGAN EXCHANGE TRADED F 15,471.0 $951K 0.01% +1K +10.2% $61.46 -2.6%
616 EIX EDISON INTL Utilities 12,675.0 $944K 0.01% +288.0 +2.3% $74.45 -1.4%
617 TDVG T ROWE PRICE EXCHANGE-TRADED 19,157.0 $939K 0.01% $49.03 +2.6%
618 ADBE ADOBE INC Technology 4,544.0 $932K 0.01% -164.0 -3.5% $205.01 +32.9%
619 UPST UPSTART HLDGS INC Financial Services 26,276.0 $931K 0.01% NEW $35.43 -13.6%
620 JNK SPDR SERIES TRUST 9,638.0 $929K 0.01% -323.0 -3.2% $96.37 -0.4%
Page 31 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%