Stock Taper

PERIGON WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
KLA CorporationKLAC51.05K$15.4M
Annaly Capital Management, Inc.NLY51.7K$1.16M
ServiceNow, Inc.NOW54.64K$5.42M
Energy Transfer LPET54.68K$1.05M
Fifth Third BancorpFITB55.88K$3.15M
Chime Financial, Inc. Class A Common StockCHYM57.14K$1.17M
Intel Corp.INTC57.41K$8.02M
United States Antimony CorporationUAMY59K$428.34K
Broadstone Net Lease, Inc.BNL59.57K$1.23M
Blackstone Inc.BX60.05K$7.07M
Bank of Marin BancorpBMRC60.89K$1.69M
Berkshire Hathaway Inc.BRK-B61.83K$30.94M
Freeport-McMoRan Inc.FCX62.12K$3.91M
USA Rare Earth IncUSAR62.4K$1.35M
Ford Motor CompanyF62.95K$874.99K
McDonald's CorporationMCD63.59K$17.19M
Hennessy Advisors, Inc.HNNA63.8K$647.55K
Applied Digital Corp.APLD65.43K$2.44M
Comcast CorporationCMCSA66.66K$1.64M
American Express CompanyAXP66.83K$22.61M