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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 44 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CALL VERTIV HOLDINGS CO 1,600.0 $536K 0.01% -2K -48.4% $334.82
862 ENTERGY CORP NEW 4,651.0 $534K 0.01% +529.0 +12.8% $114.85
863 XLP SELECT SECTOR SPDR TR 6,423.0 $534K 0.01% -92.0 -1.4% $83.07 +3.3%
864 ULTA ULTA BEAUTY INC Consumer Cyclical 1,183.0 $533K 0.01% -492.0 -29.4% $450.85 +16.1%
865 FLBL FRANKLIN TEMPLETON ETF TR 23,257.0 $533K 0.01% -8K -25.1% $22.92 +0.7%
866 MGK VANGUARD WORLD FD 6,053.0 $532K 0.01% +5K +399.8% $87.91 +1.1%
867 OUNZ VANECK MERK GOLD ETF Financial Services 13,763.0 $531K 0.01% +393.0 +2.9% $38.59 +15.1%
868 SATS ECHOSTAR CORP Technology 5,232.0 $531K 0.01% +367.0 +7.5% $101.50 -14.3%
869 IWP ISHARES TR 3,623.0 $530K 0.01% -384.0 -9.6% $146.42 -2.0%
870 DBC INVESCO DB COMMDY INDX TRCK Financial Services 19,874.0 $530K 0.01% +2K +13.2% $26.66 +17.4%
871 KR KROGER CO Consumer Defensive 9,521.0 $529K 0.01% -542.0 -5.4% $55.53 +4.2%
872 FXH FIRST TR EXCHANGE-TRADED FD 4,311.0 $528K 0.01% $122.39 +10.3%
873 TSAKOS ENERGY NAVIGATION LTD 14,901.0 $527K 0.01% -389.0 -2.5% $35.37
874 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,778.0 $527K 0.01% -339.0 -5.5% $91.20 -16.9%
875 ORI OLD REP INTL CORP Financial Services 12,871.0 $527K 0.01% -3K -18.1% $40.92 +2.2%
876 SSO PROSHARES TR 7,794.0 $525K 0.01% $67.38 +4.0%
877 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 20,926.0 $524K 0.01% +176.0 +0.8% $25.06 +16.1%
878 CGGR CAPITAL GROUP GROWTH ETF 11,089.0 $523K 0.01% +685.0 +6.6% $47.20 -0.5%
879 DDWM WISDOMTREE TR 11,326.0 $523K 0.01% +258.0 +2.3% $46.18 +2.5%
880 VOD VODAFONE GROUP PLC Communication Services 39,391.0 $521K 0.01% -2K -5.7% $13.22 +20.5%
Page 44 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 38.7%
Financial Services 22.0%
Consumer Cyclical 8.4%
Healthcare 7.3%
Industrials 6.7%
Communication Services 5.8%
Consumer Defensive 3.3%
Energy 3.1%
Utilities 1.9%
Real Estate 1.5%