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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 7 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLK SELECT SECTOR SPDR TR 56,903.0 $10.8M 0.17% +7K +13.3% $190.52 -2.7%
122 AVES AMERICAN CENTY ETF TR 165,169.0 $10.8M 0.17% +7K +4.7% $65.60 -1.6%
123 PRF INVESCO EXCHANGE TRADED FD T 199,277.0 $10.8M 0.17% +3K +1.3% $54.03 +3.8%
124 JIRE J P MORGAN EXCHANGE TRADED F 130,066.0 $10.7M 0.17% +9K +7.5% $82.49 +2.8%
125 SHLD GLOBAL X FDS 178,386.0 $10.7M 0.17% -35K -16.6% $59.71 +17.2%
126 NEE NEXTERA ENERGY INC Utilities 119,680.0 $10.5M 0.17% +2K +1.7% $87.77 -1.4%
127 MRK MERCK & CO INC Healthcare 81,333.0 $10.5M 0.16% +1K +1.4% $128.50 +5.3%
128 GS GOLDMAN SACHS GROUP INC Financial Services 10,160.0 $10.3M 0.16% +698.0 +7.4% $1011.39 +2.3%
129 AVDE AMERICAN CENTY ETF TR 114,409.0 $10.2M 0.16% +579.0 +0.5% $89.20 +4.7%
130 GLW CORNING INC Technology 38,676.0 $9.9M 0.15% $255.43 -37.7%
131 J P MORGAN EXCHANGE TRADED F 195,123.0 $9.9M 0.15% +4K +2.1% $50.57
132 VEU VANGUARD INTL EQUITY INDEX F 116,961.0 $9.8M 0.15% $83.75 +0.9%
133 AVUS AMERICAN CENTY ETF TR 76,437.0 $9.8M 0.15% -676.0 -0.9% $128.08 +2.4%
134 SCHC SCHWAB STRATEGIC TR 203,051.0 $9.8M 0.15% +8K +3.9% $48.12 +5.1%
135 PLTR PALANTIR TECHNOLOGIES INC Technology 83,708.0 $9.8M 0.15% -11K -12.0% $116.67 +48.5%
136 LMT LOCKHEED MARTIN CORP Industrials 19,089.0 $9.7M 0.15% -565.0 -2.9% $509.47 +19.6%
137 AVUV AMERICAN CENTY ETF TR 77,369.0 $9.7M 0.15% +3K +4.7% $124.76 +1.9%
138 JCPB J P MORGAN EXCHANGE TRADED F 203,913.0 $9.6M 0.15% -10K -4.8% $46.94 -1.7%
139 GEV GE VERNOVA INC Utilities 8,057.0 $9.5M 0.15% -297.0 -3.6% $1174.82 -15.0%
140 CME CME GROUP INC Financial Services 42,609.0 $9.4M 0.15% -615.0 -1.4% $220.83 +23.5%
Page 7 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%