Perigon Wealth Management, LLC
Position in USAR — USA Rare Earth, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in USAR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,346,656
+$994,692 QoQ
Shares Held
62,403
+168.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#116
of 391 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in USAR Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $6,326,201 across 7 Other Industrial Metals & Mining names. USAR ranks #3 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VALE |
Vale S.A.
|
124,333 | $1,869,968 | |
| 2 | RIO |
Rio Tinto PLC
|
17,781 | $1,687,950 | |
| 3 | USAR |
USA Rare Earth, Inc.
This page
|
62,403 | $1,346,656 | |
| 4 | MP |
MP Materials Corp. / DE
|
12,333 | $690,771 | |
| 5 | UAMY |
United States Antimony Corp
|
59,000 | $428,340 | |
| 6 | NB |
Niocorp Developments Ltd
|
46,000 | $221,720 | |
| 7 | LAC |
Lithium Americas Corp.
|
20,986 | $80,796 |
All Filings in USAR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,346,656 | 62,403 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $351,964 | 23,255 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $264,656 | 22,240 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||