Perigon Wealth Management, LLC
Top Portfolio Positions
748 positions ·
$2,593,425,853 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,720,393 | $300,036,539 | 11.57% |
| AAPL |
Apple Inc.
Technology
|
1,133,645 | $287,707,764 | 11.09% |
| QQQ |
Invesco Qqq Trust, Series 1
|
178,441 | $102,992,576 | 3.97% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
444,368 | $92,548,523 | 3.57% |
| MSFT |
Microsoft Corp
Technology
|
187,930 | $69,566,048 | 2.68% |
| GOOGL |
Alphabet Inc.
Communication Services
|
220,888 | $63,518,553 | 2.45% |
| SPY |
Spdr S&P 500 Etf Trust
|
90,430 | $58,810,246 | 2.27% |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
803,983 | $52,258,895 | 2.02% |
| GLD |
Spdr Gold Trust
|
121,093 | $52,105,106 | 2.01% |
| AVGO |
Broadcom Inc.
Technology
|
150,671 | $46,634,181 | 1.80% |
Portfolio Trend
Holdings in AEP
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,907,747 | 22,183 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,540,048 | 22,028 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,375,775 | 21,118 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,410,202 | 13,591 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,456,678 | 13,331 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,221,217 | 13,241 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,344,367 | 13,103 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,137,900 | 12,969 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,141,944 | 13,263 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $819,997 | 10,096 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $711,656 | 9,461 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $619,712 | 7,360 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $669,959 | 7,363 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $701,205 | 7,385 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $621,661 | 7,191 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $610,178 | 6,360 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $602,511 | 6,039 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $504,370 | 5,669 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $486,392 | 5,750 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $463,139 | 5,468 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $217,334 | 2,610 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $204,079 | 2,497 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $223,151 | 2,802 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $233,861 | 2,924 | Shares | Sole | 2020-04-17 | |
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