Position in WIT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$102,624
-$36,178 QoQ
Shares Held
45,611
-30.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#165
of 296 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIT 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. WIT ranks #10 (0.7% 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
|
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 WIT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,624 | 45,611 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $138,802 | 65,473 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $182,521 | 64,268 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $33,836 | 11,204 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $46,147 | 15,081 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $65,727 | 18,567 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||