Stock Taper

PERIGON WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Southern CompanySO34.26K$3.28M
CVS Health Corp.CVS34.18K$3.54M
Kenvue Inc.KVUE33.24K$635.22K
Zeta Global Holdings Corp.ZETA33.1K$651.35K
Vertiv Holdings CoVRT32.89K$11.01M
Dominion Energy, Inc.D32.32K$2.21M
Micron Technology, Inc.MU32.02K$36.96M
Blue Owl Technology Finance Corp.OTF30.9K$319.86K
Planet Labs PBCPL30.88K$1.02M
Shell plcSHEL30.86K$2.39M
Blue Owl Capital CorporationOBDC30.59K$332.51K
CSX CorporationCSX29.93K$1.42M
Exelon CorporationEXC29.64K$1.38M
CNA Financial CorporationCNA29.18K$1.42M
Essex Property Trust, Inc.ESS27.94K$8.15M
Symbotic Inc.SYM27.57K$1.24M
Starbucks CorporationSBUX27.51K$2.81M
Cloudflare, Inc.NET26.76K$6.56M
Thermo Fisher Scientific Inc.TMO26.7K$13.39M
Super Micro Computer, Inc.SMCI26.62K$780.71K