Position in IOT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$639,746
+$106,562 QoQ
Shares Held
19,727
+17.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#273
of 542 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $129,344,898 across 26 Software - Infrastructure names. IOT ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,165 | $70,189,308 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,708 | $9,766,212 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
49,236 | $9,393,490 | |
| 4 | PANW |
Palo Alto Networks Inc
|
20,065 | $6,842,566 | |
| 5 | NET |
Cloudflare, Inc.
|
26,761 | $6,563,938 | |
| 6 | ORCL |
Oracle Corp
|
40,148 | $5,883,689 | |
| 7 | MQ |
Marqeta, Inc.
|
243,301 | $3,951,212 | |
| 8 | FTNT |
Fortinet, Inc.
|
16,613 | $2,552,089 |
All Filings in IOT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,746 | 19,727 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $533,184 | 16,825 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $638,383 | 18,008 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $616,375 | 16,547 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $613,725 | 15,428 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $591,240 | 15,425 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $662,253 | 15,158 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $736,572 | 15,307 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $513,183 | 15,228 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $575,352 | 15,225 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $504,939 | 15,127 | Shares | Sole | 2024-01-29 | |
| 2023-03-31 | $262,591 | 13,316 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $252,304 | 20,298 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $267,362 | 22,151 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $262,271 | 23,480 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $207,170 | 12,932 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||