Stock Taper

PERIGON WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
iShares Defense Industrials ActIDEF19.35K$614.91K
Realty Income CorporationO19.37K$1.2M
Liberty Global plcLBTYK19.39K$213.29K
Amphenol CorporationAPH19.4K$3.42M
Kinder Morgan, Inc.KMI19.54K$624.67K
Samsara Inc.IOT19.73K$639.75K
GRAIL Inc.GRAL19.75K$1.35M
Palo Alto Networks, Inc.PANW20.07K$6.84M
American Healthcare REIT, Inc.AHR20.07K$1.05M
Essential Utilities, Inc.WTRG20.32K$778.63K
Nu Holdings Ltd.NU20.43K$272.94K
Warner Bros. Discovery, Inc.WBD20.45K$545.29K
Duke Energy CorporationDUK20.48K$2.59M
AMERISAFE, Inc.AMSF20.51K$693.99K
Novartis AGNVS20.56K$3.22M
Boston Scientific CorporationBSX20.69K$883.13K
Nano Nuclear Energy Inc.NNE20.73K$438.15K
The Simply Good Foods CompanySMPL20.75K$275.57K
Banco Bilbao Vizcaya Argentaria, S.A.BBVA20.93K$524.4K
Lithium Americas Corp.LAC20.99K$80.8K