Portfolio (Quarterly)
Guide ↗
Perigon Wealth Management, LLC
· CIK 0001575239| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | PINS | PINTEREST INC | Communication Services | 10,004 | $259K | 0.01% | SOLD |
| 62 | — | LEIDOS HOLDINGS INC | — | 1,434 | $259K | 0.01% | SOLD |
| 63 | HPQ | HP INC | Technology | 11,591 | $258K | 0.01% | SOLD |
| 64 | OVV | OVINTIV INC | Energy | 6,567 | $257K | 0.01% | SOLD |
| 65 | NTNX | NUTANIX INC | Technology | 4,969 | $257K | 0.01% | SOLD |
| 66 | LNN | LINDSAY CORP | Industrials | 2,170 | $256K | 0.01% | SOLD |
| 67 | BST | BLACKROCK SCIENCE & TECHNOLO | Financial Services | 6,287 | $255K | 0.01% | SOLD |
| 68 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 1,265 | $254K | 0.01% | SOLD |
| 69 | HUBS | HUBSPOT INC | Technology | 632 | $254K | 0.01% | SOLD |
| 70 | HST | HOST HOTELS & RESORTS INC | Real Estate | 14,277 | $253K | 0.01% | SOLD |
| 71 | MBLY | MOBILEYE GLOBAL INC | Consumer Cyclical | 24,147 | $252K | 0.01% | SOLD |
| 72 | RBLX | ROBLOX CORP | Technology | 3,105 | $252K | 0.01% | SOLD |
| 73 | RELX | RELX PLC | Communication Services | 6,157 | $249K | 0.00% | SOLD |
| 74 | — | SYNOVUS FINL CORP | — | 4,935 | $247K | 0.00% | SOLD |
| 75 | IHI | ISHARES TR | — | 3,948 | $245K | 0.00% | SOLD |
| 76 | AEO | AMERICAN EAGLE OUTFITTERS IN | Consumer Cyclical | 9,295 | $245K | 0.00% | SOLD |
| 77 | IVZ | INVESCO LTD | Financial Services | 9,228 | $242K | 0.00% | SOLD |
| 78 | REYN | REYNOLDS CONSUMER PRODS INC | Consumer Cyclical | 10,553 | $242K | 0.00% | SOLD |
| 79 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 1,077 | $240K | 0.00% | SOLD |
| 80 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 1,257 | $240K | 0.00% | SOLD |
Sector Allocation
Technology
34.0%
Financial Services
21.7%
Communication Services
8.9%
Consumer Cyclical
8.5%
Healthcare
7.4%
Industrials
6.8%
Energy
4.3%
Consumer Defensive
3.5%
Utilities
2.0%
Basic Materials
1.5%