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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 38 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 25,707.0 $686K 0.01% +400.0 +1.6% $26.67 +6.4%
742 EWJ ISHARES INC 7,311.0 $682K 0.01% $93.26 +1.1%
743 VERA VERA THERAPEUTICS INC Healthcare 15,850.0 $680K 0.01% +874.0 +5.8% $42.91 -27.1%
744 EME EMCOR GROUP INC Industrials 818.0 $679K 0.01% -4K -81.1% $829.92 -5.1%
745 EWBC EAST WEST BANCORP INC Financial Services 5,213.0 $673K 0.01% +34.0 +0.7% $129.09 +0.6%
746 SBS COMPANHIA DE SANEAMENTO BASI Utilities 116,119.0 $671K 0.01% +87K +302.6% $5.78 -22.8%
747 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,868.0 $671K 0.01% +286.0 +18.1% $359.05 -1.5%
748 QWLD SPDR INDEX SHS FDS 4,412.0 $670K 0.01% +510.0 +13.1% $151.91 +3.9%
749 DGRO ISHARES TR 8,789.0 $666K 0.01% +188.0 +2.2% $75.79 +4.6%
750 OMFL INVESCO EXCH TRD SLF IDX FD 9,704.0 $665K 0.01% +2K +19.7% $68.54 +2.6%
751 BLACKROCK ETF TRUST 11,527.0 $665K 0.01% +372.0 +3.3% $57.66
752 RDDT REDDIT INC Communication Services 3,813.0 $662K 0.01% +346.0 +10.0% $173.56 -13.4%
753 FIIG FIRST TR EXCHANGE-TRADED FD 31,922.0 $661K 0.01% $20.71 -1.3%
754 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 16,681.0 $660K 0.01% -663.0 -3.8% $39.57 +12.8%
755 RSPU INVESCO EXCHANGE TRADED FD T 8,128.0 $659K 0.01% +598.0 +7.9% $81.13 -4.1%
756 CAH CARDINAL HEALTH INC Healthcare 2,767.0 $657K 0.01% +33.0 +1.2% $237.48 -3.8%
757 XEL XCEL ENERGY INC Utilities 8,175.0 $656K 0.01% +672.0 +9.0% $80.30 -2.0%
758 WEC WEC ENERGY GROUP INC Utilities 5,619.0 $656K 0.01% +1K +24.8% $116.77 -7.1%
759 CALL FREEPORT MCMORAN INC 10,400.0 $654K 0.01% NEW $62.89
760 TKO TKO GROUP HOLDINGS INC Communication Services 3,248.0 $654K 0.01% +120.0 +3.8% $201.29 -2.9%
Page 38 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%