Perigon Wealth Management, LLC
Top Portfolio Positions
750 positions ·
$2,632,072,243 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,720,393 | $300,036,539 | 11.40% | |
| AAPL |
Apple Inc.
Technology
|
1,133,645 | $287,707,764 | 10.93% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
178,441 | $102,992,576 | 3.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
444,368 | $92,548,523 | 3.52% | |
| MSFT |
Microsoft Corp
Technology
|
187,930 | $69,566,048 | 2.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
220,888 | $63,518,553 | 2.41% | |
| SPY |
Spdr S&P 500 ETF Trust
|
90,430 | $58,810,246 | 2.23% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
803,983 | $52,258,895 | 1.99% | |
| GLD |
Spdr Gold Trust
|
121,093 | $52,105,106 | 1.98% | |
| AVGO |
Broadcom Inc.
Technology
|
150,671 | $46,634,181 | 1.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BCAL
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,710 | 12,399 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $232,273 | 12,441 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $207,515 | 12,441 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $195,408 | 12,399 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $177,677 | 12,399 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $205,079 | 12,399 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $183,381 | 12,399 | Shares | Sole | 2024-10-16 | |
| No 13F history on record for this holder in this stock. | ||||||