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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 45 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 URTH ISHARES INC 2,565.0 $520K 0.01% $202.68 +3.2%
882 SIXA EXCHANGE TRADED CONCEPTS TRU 9,278.0 $520K 0.01% +828.0 +9.8% $56.00 +3.9%
883 IREN IREN LIMITED Financial Services 11,349.0 $519K 0.01% +2K +20.5% $45.73 -8.4%
884 ACIO ETF SER SOLUTIONS 11,248.0 $519K 0.01% -3K -21.0% $46.14 +1.6%
885 PVAL PUTNAM ETF TRUST 10,082.0 $514K 0.01% +1K +11.1% $50.95 +6.5%
886 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,964.0 $513K 0.01% -235.0 -7.3% $173.12 -7.6%
887 TEMA ETF TRUST 16,889.0 $513K 0.01% NEW $30.38
888 SITM SITIME CORP Technology 687.0 $512K 0.01% NEW $745.75 -17.6%
889 CWT CALIFORNIA WTR SVC GROUP Utilities 10,518.0 $512K 0.01% -174.0 -1.6% $48.65 +1.8%
890 SDG ISHARES TR 5,710.0 $511K 0.01% -130.0 -2.2% $89.43 +4.9%
891 SWIM LATHAM GROUP INC Industrials 78,644.0 $509K 0.01% +9K +12.8% $6.47 +8.7%
892 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,107.0 $508K 0.01% -12.0 -1.1% $459.13 +16.2%
893 NYT NEW YORK TIMES CO MTN BE Communication Services 7,259.0 $508K 0.01% +222.0 +3.1% $69.98 -6.1%
894 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,608.0 $506K 0.01% +476.0 +11.5% $109.77 -0.4%
895 TEAM ATLASSIAN CORPORATION Technology 6,494.0 $505K 0.01% -261.0 -3.9% $77.79 +120.9%
896 NUHY NUSHARES ETF TR 23,500.0 $504K 0.01% +1K +5.8% $21.44 -0.7%
897 GL GLOBE LIFE INC Financial Services 2,816.0 $503K 0.01% -220.0 -7.2% $178.69 -4.3%
898 NUE NUCOR CORP Basic Materials 2,258.0 $503K 0.01% -255.0 -10.2% $222.72 +9.4%
899 CGDG CAPITAL GROUP DIVIDEND GROWE 13,376.0 $502K 0.01% +2K +19.9% $37.51 +3.7%
900 JVAL J P MORGAN EXCHANGE TRADED F 8,528.0 $500K 0.01% $58.64 +1.7%
Page 45 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%