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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 70 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 AES AES CORP Utilities 12,097.0 $177K 0.00% -58K -82.7% $14.66 +0.3%
1382 AGNC AGNC INVT CORP Real Estate 15,933.0 $174K 0.00% +3K +20.5% $10.90 +1.7%
1383 HL HECLA MINING COMPANY Basic Materials 10,959.0 $169K 0.00% NEW $15.43 +33.1%
1384 BMNR BITMINE IMMERSION TECHS INC Financial Services 12,577.0 $167K 0.00% -115.0 -0.9% $13.31 +52.1%
1385 SONO SONOS INC Technology 12,304.0 $166K 0.00% NEW $13.53 +20.3%
1386 MFG MIZUHO FINANCIAL GROUP INC Financial Services 17,327.0 $166K 0.00% +3K +23.6% $9.58 +5.8%
1387 GWRS GLOBAL WTR RES INC Utilities 22,838.0 $165K 0.00% -3K -10.8% $7.24 +23.1%
1388 NEO NEOGENOMICS INC Healthcare 11,325.0 $165K 0.00% NEW $14.59 +14.2%
1389 PSKY PARAMOUNT SKYDANCE CORP Communication Services 16,653.0 $164K 0.00% +3K +24.6% $9.86 +7.5%
1390 NOK NOKIA CORP Technology 12,122.0 $161K 0.00% -3K -21.9% $13.28 -23.7%
1391 SERA SERA PROGNOSTICS INC Healthcare 72,685.0 $132K 0.00% $1.82 +9.3%
1392 RITM RITHM CAPITAL CORP Real Estate 13,181.0 $124K 0.00% +2K +21.4% $9.39 +10.5%
1393 MSOS ADVISORSHARES TR 24,230.0 $123K 0.00% +3K +14.8% $5.08 -6.3%
1394 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 10,613.0 $117K 0.00% $10.99 -2.8%
1395 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 14,302.0 $113K 0.00% -1K -6.6% $7.88 -3.7%
1396 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 11,642.0 $111K 0.00% $9.57 +2.2%
1397 SG SWEETGREEN INC Consumer Cyclical 12,415.0 $109K 0.00% +2K +18.8% $8.81 -27.1%
1398 WEN WENDYS CO Consumer Cyclical 12,605.0 $104K 0.00% NEW $8.29 +7.7%
1399 WIT WIPRO LTD Technology 45,611.0 $103K 0.00% -20K -30.3% $2.25 -13.3%
1400 UA UNDER ARMOUR INC Consumer Cyclical 16,272.0 $101K 0.00% NEW $6.22 -17.5%
Page 70 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%