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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 58 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 CARNIVAL CORP LTD 10,165.0 $290K 0.01% NEW $28.57
1142 SFLR INNOVATOR ETFS TRUST 7,510.0 $290K 0.01% NEW $38.58 +0.6%
1143 VFMO VANGUARD WELLINGTON FD 1,161.0 $290K 0.01% $249.51 -6.8%
1144 ILCV ISHARES TR 2,854.0 $289K 0.01% +370.0 +14.9% $101.24 +6.8%
1145 HUBB HUBBELL INC Industrials 551.0 $289K 0.01% -122.0 -18.1% $523.65 -10.2%
1146 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,970.0 $288K 0.01% $96.88 +2.0%
1147 UGI UGI CORP NEW Utilities 8,299.0 $287K 0.01% +1K +19.4% $34.54 +8.8%
1148 ONTO ONTO INNOVATION INC Technology 754.0 $285K 0.00% NEW $378.45 -22.5%
1149 STN STANTEC INC Industrials 4,140.0 $285K 0.00% -2K -36.1% $68.91 +7.5%
1150 FIS FIDELITY NATL INFORMATION SV Technology 7,330.0 $285K 0.00% +2K +41.9% $38.88 +6.3%
1151 CMS CMS ENERGY CORP Utilities 3,720.0 $285K 0.00% +624.0 +20.2% $76.49 -10.8%
1152 RRX REGAL REXNORD CORPORATION Industrials 1,194.0 $284K 0.00% NEW $238.22 -30.3%
1153 TXG 10X GENOMICS INC Healthcare 7,371.0 $283K 0.00% NEW $38.34 +69.8%
1154 SAIA SAIA INC Industrials 670.0 $282K 0.00% NEW $421.16 -14.0%
1155 ARTNA ARTESIAN RES CORP Utilities 8,291.0 $282K 0.00% +1K +17.5% $33.99 +4.5%
1156 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,410.0 $281K 0.00% NEW $82.39 -4.2%
1157 NDAQ NASDAQ INC Financial Services 3,558.0 $280K 0.00% +599.0 +20.2% $78.81 +24.6%
1158 QDF FLEXSHARES TR 3,114.0 $280K 0.00% $89.92 +2.6%
1159 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,251.0 $280K 0.00% +207.0 +6.8% $86.10 +17.3%
1160 MSEX MIDDLESEX WTR CO Utilities 4,979.0 $280K 0.00% +886.0 +21.6% $56.16 +3.7%
Page 58 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%