Perigon Wealth Management, LLC

Position in XPO — XPO, Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in XPO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$252,711

+$221,600 QoQ

Shares Held

1,231

+63.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#536

of 748 holders

Holding Since

Dec 2020

2 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Industrials · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $895,093 across 3 Trucking names. XPO ranks #3 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODFL	Old Dominion Freight Line, Inc.	1,663	$360,205
2	SAIA	Saia Inc	670	$282,177
3	XPO	XPO, Inc. This page	1,231	$252,711

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,711	1,231	+371.6%	Shares	Sole	2026-08-07
2020-12-31	$31,111	261	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.