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 | Open |
|---|---|---|---|---|---|
| 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 BMRC
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,565,506 | 61,081 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,594,386 | 61,299 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,499,338 | 61,752 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,422,749 | 62,292 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,378,911 | 62,479 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,485,957 | 62,514 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,270,411 | 63,236 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,023,628 | 63,226 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,060,132 | 63,216 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,409,390 | 64,005 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,148,057 | 62,804 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,130,915 | 64,002 | Shares | Sole | 2023-08-02 | |
| 2020-12-31 | $34,271 | 998 | Shares | Sole | 2021-01-28 | |
| No 13F history on record for this holder in this stock. | ||||||