Stock Taper

PERIGON WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Starbucks CorporationSBUX27.51K$2.81M
Symbotic Inc.SYM27.57K$1.24M
Essex Property Trust, Inc.ESS27.94K$8.15M
CNA Financial CorporationCNA29.18K$1.42M
Exelon CorporationEXC29.64K$1.38M
CSX CorporationCSX29.93K$1.42M
Blue Owl Capital CorporationOBDC30.59K$332.51K
Shell plcSHEL30.86K$2.39M
Planet Labs PBCPL30.88K$1.02M
Blue Owl Technology Finance Corp.OTF30.9K$319.86K
Micron Technology, Inc.MU32.02K$36.96M
Dominion Energy, Inc.D32.32K$2.21M
Vertiv Holdings CoVRT32.89K$11.01M
Zeta Global Holdings Corp.ZETA33.1K$651.35K
Kenvue Inc.KVUE33.24K$635.22K
CVS Health Corp.CVS34.18K$3.54M
The Southern CompanySO34.26K$3.28M
Intercontinental Exchange, Inc.ICE34.59K$4.26M
United Parcel Service, Inc.UPS34.74K$3.73M
Barrick Mining CorporationB34.9K$1.28M