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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 43 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 USIG ISHARES TR 10,721.0 $550K 0.01% +409.0 +4.0% $51.29 -2.1%
842 ORA ORMAT TECHNOLOGIES INC Utilities 5,047.0 $550K 0.01% -307.0 -5.7% $108.90 +0.2%
843 BNDW VANGUARD SCOTTSDALE FDS 7,996.0 $548K 0.01% +3K +60.4% $68.53 -1.6%
844 TSN TYSON FOODS INC Consumer Defensive 9,561.0 $547K 0.01% -126.0 -1.3% $57.25 +1.9%
845 WWD WOODWARD INC Industrials 1,286.0 $547K 0.01% +157.0 +13.9% $425.43 -19.7%
846 CSHP BLACKROCK ETF TRUST 5,477.0 $546K 0.01% -5K -49.9% $99.62 +0.1%
847 WBD WARNER BROS DISCOVERY INC Communication Services 20,453.0 $545K 0.01% +732.0 +3.7% $26.66 +6.4%
848 HIMS HIMS & HERS HEALTH INC Healthcare 15,717.0 $545K 0.01% +5K +45.5% $34.67 -4.0%
849 PFFD GLOBAL X FDS 29,154.0 $545K 0.01% -931.0 -3.1% $18.69 -1.6%
850 BNTX BIONTECH SE Healthcare 5,837.0 $543K 0.01% $93.06 +27.9%
851 TLN TALEN ENERGY CORP Utilities 1,410.0 $542K 0.01% +642.0 +83.6% $384.26 -17.3%
852 FRO FRONTLINE PLC Energy 15,565.0 $542K 0.01% +340.0 +2.2% $34.79 +28.1%
853 NJR NEW JERSEY RES CORP Utilities 9,653.0 $541K 0.01% +1K +16.8% $56.04 -4.1%
854 INCM FRANKLIN TEMPLETON ETF TR 18,725.0 $540K 0.01% -100.0 -0.5% $28.86 +2.5%
855 IRM IRON MTN INC DEL Real Estate 4,276.0 $540K 0.01% +528.0 +14.1% $126.32 -2.9%
856 NGG NATIONAL GRID PLC Utilities 6,496.0 $538K 0.01% +223.0 +3.5% $82.87 -2.9%
857 HYGH ISHARES U S ETF TR 6,200.0 $537K 0.01% $86.61 -0.1%
858 CASY CASEYS GEN STORES INC Consumer Cyclical 676.0 $537K 0.01% +114.0 +20.3% $794.31 +3.9%
859 FNDA SCHWAB STRATEGIC TR 14,092.0 $536K 0.01% $38.06 -1.3%
860 BWA BORGWARNER INC Consumer Cyclical 8,073.0 $536K 0.01% -220.0 -2.6% $66.40 +0.8%
Page 43 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%