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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 64 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 EMB ISHARES TR 2,490.0 $240K 0.00% -141.0 -5.4% $96.42 -1.7%
1262 HUM HUMANA INC Healthcare 602.0 $239K 0.00% NEW $397.23 -3.9%
1263 BOTZ GLOBAL X FDS 6,302.0 $239K 0.00% $37.94 -5.5%
1264 ETHA ISHARES ETHEREUM TR Financial Services 20,107.0 $239K 0.00% +1K +7.5% $11.89 +47.2%
1265 CALL GLOBALFOUNDRIES INC 2,900.0 $239K 0.00% NEW $82.41
1266 ULS UL SOLUTIONS INC Industrials 2,341.0 $238K 0.00% NEW $101.85 -25.9%
1267 AEE AMEREN CORP Utilities 2,109.0 $238K 0.00% NEW $113.04 -3.3%
1268 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,923.0 $238K 0.00% -200.0 -3.3% $40.23 +15.1%
1269 FENI FIDELITY COVINGTON TRUST 5,937.0 $238K 0.00% $40.13 +3.2%
1270 SECT NORTHERN LTS FD TR IV 3,301.0 $238K 0.00% NEW $72.06 -0.7%
1271 GRNB VANECK ETF TRUST 9,825.0 $237K 0.00% +124.0 +1.3% $24.14 -1.2%
1272 COWG PACER FDS TR 5,900.0 $237K 0.00% NEW $40.15 -1.3%
1273 LIT GLOBAL X FDS 3,018.0 $236K 0.00% -201.0 -6.2% $78.27 -4.8%
1274 VNQI VANGUARD INTL EQUITY INDEX F 5,264.0 $236K 0.00% +87.0 +1.7% $44.85 +1.8%
1275 PALL ABRDN PALLADIUM ETF TRUST Financial Services 10,685.0 $236K 0.00% +7K +162.5% $22.08 +9.4%
1276 USHY ISHARES TR 6,370.0 $236K 0.00% +129.0 +2.1% $37.02 -0.6%
1277 DTM DT MIDSTREAM INC Energy 1,607.0 $236K 0.00% +9.0 +0.6% $146.70 -11.3%
1278 RGLD ROYAL GOLD INC Basic Materials 1,178.0 $235K 0.00% -22.0 -1.8% $199.66 +26.9%
1279 EVRG EVERGY INC Utilities 2,714.0 $235K 0.00% NEW $86.43 -2.9%
1280 CPA COPA HOLDINGS SA Industrials 1,503.0 $234K 0.00% NEW $155.57 -17.9%
Page 64 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%