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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 37 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MXI ISHARES TR 6,678.0 $707K 0.01% +88.0 +1.3% $105.83 +7.8%
722 WMS ADVANCED DRAIN SYS INC DEL Industrials 4,500.0 $706K 0.01% +213.0 +5.0% $156.97 -9.3%
723 VIOO VANGUARD ADMIRAL FDS INC 5,128.0 $705K 0.01% $137.54 -1.4%
724 ERTH INVESCO EXCHANGE TRADED FD T 14,906.0 $705K 0.01% -477.0 -3.1% $47.30 -0.9%
725 ACN ACCENTURE PLC IRELAND Technology 5,664.0 $705K 0.01% -706.0 -11.1% $124.43 +45.7%
726 PTBD PACER FDS TR 36,728.0 $704K 0.01% -685.0 -1.8% $19.17 -0.3%
727 UAL UNITED AIRLS HLDGS INC Industrials 5,165.0 $702K 0.01% +592.0 +12.9% $135.98 -17.8%
728 BCI ABRDN ETFS 31,414.0 $702K 0.01% -2K -6.2% $22.34 +13.3%
729 FIXD FIRST TR EXCHNG TRADED FD VI 16,072.0 $701K 0.01% $43.61 -1.5%
730 DDOG DATADOG INC Technology 2,692.0 $701K 0.01% +355.0 +15.2% $260.35 -10.7%
731 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 15,392.0 $701K 0.01% -1K -6.8% $45.52 +23.6%
732 CALL TRANSMEDICS GROUP INC 10,500.0 $697K 0.01% NEW $66.42
733 DUPONT DE NEMOURS INC 5,135.0 $696K 0.01% NEW $135.63
734 AMSF AMERISAFE INC Financial Services 20,514.0 $694K 0.01% NEW $33.83 -24.0%
735 BXSL BLACKSTONE SECD LENDING FD Financial Services 29,213.0 $693K 0.01% $23.71 +4.0%
736 MP MP MATERIALS CORP Basic Materials 12,333.0 $691K 0.01% +7K +143.0% $56.01 -1.7%
737 VRIG INVESCO ACTIVELY MANAGED EXC 27,550.0 $691K 0.01% +850.0 +3.2% $25.07 +0.2%
738 PYPL PAYPAL HLDGS INC Financial Services 15,984.0 $690K 0.01% -5K -25.4% $43.18 +44.3%
739 TTEK TETRA TECH INC NEW Industrials 23,868.0 $690K 0.01% $28.89 +26.6%
740 ITW ILLINOIS TOOL WKS INC Industrials 2,545.0 $688K 0.01% +63.0 +2.5% $270.47 +4.5%
Page 37 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%