Position in IT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$497,351
-$117,799 QoQ
Shares Held
3,837
-1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#321
of 638 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $13,980,123 across 10 Information Technology Services names. IT ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
25,677 | $7,220,629 | |
| 2 | APLD |
Applied Digital Corp.
|
65,426 | $2,440,389 | |
| 3 | CIFR |
Cipher Digital Inc.
|
74,251 | $1,819,149 | |
| 4 | ACN |
Accenture plc
|
5,664 | $704,828 | |
| 5 | IT |
Gartner Inc
This page
|
3,837 | $497,351 | |
| 6 | EFOR |
Everforth Inc
|
25,287 | $451,878 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
7,330 | $284,990 | |
| 8 | PENG |
Penguin Solutions, Inc.
|
3,227 | $245,284 |
All Filings in IT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,351 | 3,837 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $615,150 | 3,885 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,126,430 | 4,465 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $924,513 | 3,517 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,210,638 | 2,995 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,249,565 | 2,977 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,498,950 | 3,094 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,608,456 | 3,174 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,352,119 | 3,011 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,435,730 | 3,012 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,314,534 | 2,914 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $967,949 | 2,817 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $980,167 | 2,798 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $915,739 | 2,811 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $957,662 | 2,849 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $781,649 | 2,825 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $682,202 | 2,821 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $814,445 | 2,738 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $929,743 | 2,781 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $840,228 | 2,765 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $644,978 | 2,663 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $484,670 | 2,655 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $415,532 | 2,594 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $321,996 | 2,577 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $311,454 | 2,567 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $255,596 | 2,567 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||