Stock Taper

PERIGON WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Haleon plcHLN10.54K$98.37K
Caterpillar Inc.CAT10.53K$11.21M
California Water Service GroupCWT10.52K$511.71K
Enbridge Inc.ENB10.51K$569.86K
Solid Power, Inc.SLDP10.5K$27.2K
Brandywine Realty TrustBDN10.48K$33.21K
The Boeing CompanyBA10.48K$2.27M
Intuitive Surgical, Inc.ISRG10.41K$4.14M
QuantumScape CorporationQS10.37K$78.41K
Westamerica BancorporationWABC10.32K$605.68K
Carnival Corporation & plcCCL10.16K$290.41K
The Goldman Sachs Group, Inc.GS10.16K$10.28M
Array Technologies, Inc.ARRY10.13K$75.09K
The PNC Financial Services Group, Inc.PNC10.11K$2.49M
Tractor Supply CompanyTSCO10.07K$318.25K
Terex CorporationTEX10.03K$725.81K
UnitedHealth Group IncorporatedUNH10.01K$4.16M
Runway Growth Finance Corp.RWAY10K$56.1K
InvenTrust Properties Corp.IVT9.97K$352.87K
Barclays PLCBCS9.97K$267.74K