Position in MDB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,041,290
+$261,453 QoQ
Shares Held
3,100
-2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#441
of 867 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MDB 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. MDB ranks #12 (0.8% 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 MDB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,041,290 | 3,100 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $779,837 | 3,186 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,173,872 | 2,797 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $844,233 | 2,720 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $509,225 | 2,425 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $399,912 | 2,280 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $588,543 | 2,528 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $665,601 | 2,462 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $610,902 | 2,444 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $893,372 | 2,491 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,164,404 | 2,848 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $967,370 | 2,797 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,095,699 | 2,666 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $606,811 | 2,603 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $529,893 | 2,692 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $519,631 | 2,617 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $692,605 | 2,669 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,251,810 | 2,822 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,516,058 | 2,864 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,456,022 | 3,088 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,089,982 | 3,015 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $791,592 | 2,960 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $986,641 | 2,748 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $571,829 | 2,470 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $655,706 | 2,897 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $496,459 | 3,636 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||