Perigon Wealth Management, LLC
Position in SMPL — Simply Good Foods Co
CIK 1575239
SAN FRANCISCO, CA
Position in SMPL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$275,573
New position
Shares Held
20,751
first reported quarter
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#171
of 298 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 14%
Shared 0%
None 86%
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Perigon Wealth Management, LLC holds $5,693,552 across 12 Packaged Foods names. SMPL ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAR |
Darling Ingredients Inc.
|
44,810 | $2,447,522 | |
| 2 | GIS |
General Mills Inc
|
24,102 | $838,749 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
12,669 | $314,444 | |
| 4 | KHC |
Kraft Heinz Co
|
12,968 | $306,304 | |
| 5 | FLO |
Flowers Foods Inc
|
37,653 | $297,458 | |
| 6 | BRBR |
Bellring Brands, Inc.
|
22,832 | $295,446 | |
| 7 | SMPL |
Simply Good Foods Co
This page
|
20,751 | $275,573 | |
| 8 | MKC |
Mccormick & Co Inc
|
5,387 | $271,612 |
All Filings in SMPL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,573 | 20,751 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||