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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 34 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SEIQ SEI EXCHANGE TRADED FUNDS 21,140.0 $833K 0.01% +418.0 +2.0% $39.41 +6.3%
662 SGOL ETFS GOLD TR Financial Services 21,776.0 $832K 0.01% -3K -11.0% $38.23 +12.3%
663 TTAN SERVICETITAN INC Technology 11,758.0 $831K 0.01% -528.0 -4.3% $70.71 +33.4%
664 CGUS CAPITAL GROUP CORE EQUITY ET 18,685.0 $831K 0.01% +2K +10.4% $44.48 +1.4%
665 MET METLIFE INC Financial Services 9,796.0 $829K 0.01% +617.0 +6.7% $84.61 +12.0%
666 PSI INVESCO EXCHANGE TRADED FD T 4,405.0 $827K 0.01% $187.82 -26.2%
667 IWV ISHARES TR 1,940.0 $827K 0.01% +87.0 +4.7% $426.46 +2.2%
668 ISCB ISHARES TR 10,940.0 $826K 0.01% +2K +17.4% $75.51 +0.8%
669 OZEM ROUNDHILL ETF TRUST 25,270.0 $822K 0.01% NEW $32.54 +3.7%
670 MKL MARKEL GROUP INC Financial Services 420.0 $820K 0.01% +18.0 +4.5% $1953.01 -8.0%
671 IDA IDACORP INC Utilities 5,409.0 $818K 0.01% +106.0 +2.0% $151.30 -6.9%
672 EEMV ISHARES INC 10,863.0 $818K 0.01% -905.0 -7.7% $75.28 -0.8%
673 EA SERIES TRUST 14,316.0 $815K 0.01% $56.92
674 IONQ IONQ INC Technology 15,287.0 $814K 0.01% +1K +10.8% $53.26 -22.3%
675 DFAS DIMENSIONAL ETF TRUST 9,858.0 $812K 0.01% +545.0 +5.8% $82.34 +0.2%
676 HSBC HSBC HLDGS PLC Financial Services 8,494.0 $808K 0.01% -2K -17.1% $95.09 +8.0%
677 IGIB ISHARES TR 15,136.0 $805K 0.01% +5K +55.4% $53.17 -1.8%
678 CTAS CINTAS CORP Industrials 4,715.0 $802K 0.01% -267.0 -5.4% $170.06 +20.0%
679 TFC TRUIST FINL CORP Financial Services 16,075.0 $801K 0.01% $49.82 +1.8%
680 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,060.0 $797K 0.01% +918.0 +80.4% $386.79 +2.6%
Page 34 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%