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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 72 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 DIBS 1STDIBS COM INC Consumer Cyclical 11,000.0 $54K 0.00% $4.90 +1.8%
1422 BYND BEYOND MEAT INC Consumer Defensive 68,294.0 $51K 0.00% +39K +129.4% $0.75 +1598.7%
1423 PIM PUTNAM MASTER INTER INCOME T Financial Services 14,500.0 $47K 0.00% NEW $3.23 -1.9%
1424 AMC ENTMT HLDGS INC 21,012.0 $40K 0.00% +3K +19.0% $1.90
1425 SABR SABRE CORP Consumer Cyclical 18,763.0 $39K 0.00% +8K +79.8% $2.09 +1.0%
1426 BDN BRANDYWINE RLTY TR Real Estate 10,477.0 $33K 0.00% NEW $3.17 -6.0%
1427 SLDP SOLID POWER INC Industrials 10,500.0 $27K NEW $2.59 -12.7%
1428 EVGO EVGO INC Consumer Cyclical 13,023.0 $25K NEW $1.91 -21.5%
1429 SVC SERVICE PPTYS TR Real Estate 14,715.0 $25K NEW $1.69 +363.3%
1430 REAX THE REAL BROKERAGE INC Real Estate 10,996.0 $20K NEW $1.82 +45.6%
1431 PROP PRAIRIE OPER CO Financial Services 24,513.0 $18K NEW $0.72 -14.4%
1432 ADCT ADC THERAPEUTICS SA Healthcare 10,656.0 $11K NEW $1.07 -3.7%
1433 HUMA HUMACYTE INC Healthcare 11,707.0 $9K NEW $0.78 -25.5%
1434 ALIT ALIGHT INC Technology 15,458.0 $9K -8K -34.0% $11.20 +19.9%
1435 PMI PICARD MEDICAL INC Healthcare 37,207.0 $6K NEW $0.16 +1881.8%
Page 72 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%