Perigon Wealth Management, LLC
Top Portfolio Positions
749 positions ·
$2,623,355,726 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,720,393 | $300,036,539 | 11.44% | |
| AAPL |
Apple Inc.
Technology
|
1,133,645 | $287,707,764 | 10.97% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
178,441 | $102,992,576 | 3.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
444,368 | $92,548,523 | 3.53% | |
| MSFT |
Microsoft Corp
Technology
|
187,930 | $69,566,048 | 2.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
220,888 | $63,518,553 | 2.42% | |
| SPY |
Spdr S&P 500 ETF Trust
|
90,430 | $58,810,246 | 2.24% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
803,983 | $52,258,895 | 1.99% | |
| GLD |
Spdr Gold Trust
|
121,093 | $52,105,106 | 1.99% | |
| AVGO |
Broadcom Inc.
Technology
|
150,671 | $46,634,181 | 1.78% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OXY
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,258,895 | 803,983 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $33,073,926 | 804,327 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $38,209,043 | 808,657 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $33,998,230 | 809,289 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $40,031,601 | 811,013 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $40,093,250 | 811,440 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $41,631,641 | 807,754 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $51,376,698 | 815,115 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $52,967,954 | 815,017 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $48,943,689 | 819,690 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $53,224,308 | 820,350 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $48,030,897 | 816,852 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,403,691 | 86,556 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,204,800 | 82,629 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $4,732,571 | 77,015 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $4,498,255 | 76,397 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,280,522 | 75,441 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,185,440 | 75,386 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $2,364,387 | 75,612 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,003,634 | 75,268 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,300,915 | 75,154 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $752,471 | 75,172 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,749,351 | 95,593 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,221,044 | 191,800 | Shares | Sole | 2020-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||