Position in WSM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$213,286
New position
Shares Held
915
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#782
of 996 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 4%
Shared 0%
None 96%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Perigon Wealth Management, LLC holds $2,669,402 across 8 Specialty Retail names. WSM ranks #7 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
676 | $537,278 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
1,183 | $533,509 | |
| 3 | DKS |
Dick's Sporting Goods, Inc.
|
2,090 | $474,032 | |
| 4 | MUSA |
Murphy USA Inc.
|
639 | $344,337 | |
| 5 | TSCO |
Tractor Supply Co /De/
|
10,068 | $318,249 | |
| 6 | FIVE |
Five Below, Inc
|
1,245 | $223,838 | |
| 7 | WSM |
Williams Sonoma Inc
This page
|
915 | $213,286 | |
| 8 | EVGO |
EVgo Inc.
|
13,023 | $24,873 |
All Filings in WSM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,286 | 915 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||