Stock Taper

PERIGON WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ulta Beauty, Inc.ULTA1.18K$533.36K
Royal Gold, Inc.RGLD1.18K$235.2K
MACOM Technology Solutions Holdings, Inc.MTSI1.17K$446.01K
Lumentum Holdings Inc.LITE1.17K$1.01M
Astera Labs, Inc. Common StockALAB1.14K$552.09K
Spotify Technology S.A.SPOT1.11K$508.26K
Motorola Solutions, Inc.MSI1.1K$456.9K
Argan, Inc.AGX1.09K$872.07K
Ferrari N.V.RACE1.08K$401.75K
LPL Financial Holdings Inc.LPLA1.08K$303.38K
VeriSign, Inc.VRSN1.05K$264.65K
MercadoLibre, Inc.MELI1.04K$1.76M
Air Products and Chemicals, Inc.APD1.03K$303.44K
Carpenter Technology CorporationCRS1K$617.53K
Molina Healthcare, Inc.MOH981$224.36K
Sandisk CorporationSNDK975$2.22M
Vicor CorporationVICR963$365.73K
Williams-Sonoma, Inc.WSM915$213.39K
Huntington Ingalls Industries, Inc.HII906$253.58K
Erie Indemnity CompanyERIE883$211.7K