Perigon Wealth Management, LLC Q2 2024 Filing

Filed August 2, 2024

Portfolio Value

$3.5T

Holdings

866

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (866 positions)

StockValue
SFSTIFEL FINL CORP
$289.8M
AJGGALLAGHER ARTHUR J & CO
$289.7M
EOGEOG RES INC
$288.5M
DVNDEVON ENERGY CORP NEW
$288.3M
TWLOTWILIO INC
$287.4M
MTDMETTLER TOLEDO INTERNATIONAL
$286.5M
HYLSFIRST TR EXCHANGE-TRADED FD
$286.2M
CPRTCOPART INC
$284.8M
MBLYMOBILEYE GLOBAL INC
$283.9M
KK0NEXTNAV INC
$283.9M
HPEHEWLETT PACKARD ENTERPRISE C
$282.9M
ACIOETF SER SOLUTIONS
$282.0M
THOTHOR INDS INC
$281.9M
BOTZGLOBAL X FDS
$280.2M
FISFIDELITY NATL INFORMATION SV
$280.0M
FERGFERGUSON PLC NEW
$280.0M
TFISPDR SER TR
$279.9M
RSRELIANCE INC
$278.6M
MSCIMSCI INC
$278.5M
GRMNGARMIN LTD
$277.2M
OXY/WSOCCIDENTAL PETE CORP
$274.2M
FSKFS KKR CAP CORP
$272.6M
CDWCDW CORP
$272.4M
GDIVHARBOR ETF TRUST
$272.2M
GLGLOBE LIFE INC
$270.9M
7HPHP INC
$270.6M
DDOGDATADOG INC
$269.7M
TMTOYOTA MOTOR CORP
$269.4M
KEYKEYCORP
$268.6M
CMICUMMINS INC
$268.3M
FFINFIRST FINL BANKSHARES INC
$268.3M
PFXFVANECK ETF TRUST
$268.1M
PINSPINTEREST INC
$266.8M
AZOAUTOZONE INC
$266.8M
FOURSHIFT4 PMTS INC
$265.7M
FLRNSPDR SER TR
$264.1M
MXIISHARES TR
$263.4M
SGSWEETGREEN INC
$263.1M
SMMDISHARES TR
$262.8M
ENPHENPHASE ENERGY INC
$262.4M
RINGISHARES INC
$262.3M
DGDOLLAR GEN CORP NEW
$262.0M
FQIDIGITAL RLTY TR INC
$260.8M
EMEEMCOR GROUP INC
$260.3M
AAPLAPPLE INC
$260.0M
HCATHEALTH CATALYST INC
$259.0M
SOFISOFI TECHNOLOGIES INC
$258.6M
ENBENBRIDGE INC
$258.3M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$255.9M
TOTLSSGA ACTIVE ETF TR
$255.4M
PLPLANET LABS PBC
$254.8M
IYY*ISHARES TR
$251.4M
LITELUMENTUM HLDGS INC
$250.8M
NVDANVIDIA CORPORATION
$250.0M
RGAREINSURANCE GRP OF AMERICA I
$248.2M
TXG10X GENOMICS INC
$248.0M
BRBROADRIDGE FINL SOLUTIONS IN
$247.6M
CPCANADIAN PACIFIC KANSAS CITY
$247.4M
CLXCLOROX CO DEL
$242.9M
EOSEATON VANCE ENHANCED EQUITY
$241.6M
PPGPPG INDS INC
$237.5M
JVALJ P MORGAN EXCHANGE TRADED F
$237.0M
TYLTYLER TECHNOLOGIES INC
$236.8M
DFSEURDISCOVER FINL SVCS
$236.6M
LPLALPL FINL HLDGS INC
$236.0M
MASMASCO CORP
$235.9M
IEZISHARES TR
$233.4M
CHECHEMED CORP NEW
$233.3M
STTSTATE STR CORP
$233.2M
JCIJOHNSON CTLS INTL PLC
$232.7M
AIRCUSDAPARTMENT INCOME REIT CORP
$232.4M
NTAPNETAPP INC
$230.6M
CBOECBOE GLOBAL MKTS INC
$230.5M
XTISHARES TR
$230.0M
PDPINVESCO EXCHANGE TRADED FD T
$230.0M
CTRACOTERRA ENERGY INC
$228.8M
BUFDFIRST TR EXCHNG TRADED FD VI
$226.6M
GIGBGOLDMAN SACHS ETF TR
$226.0M
DCIDONALDSON INC
$225.6M
QYLGGLOBAL X FDS
$225.0M
ETRENTERGY CORP NEW
$223.4M
ICLNISHARES TR
$223.2M
PKGPACKAGING CORP AMER
$221.8M
ROSTROSS STORES INC
$221.8M
INGRINGREDION INC
$220.8M
ULTAULTA BEAUTY INC
$219.9M
ESMLISHARES TR
$217.9M
QDFFLEXSHARES TR
$217.8M
RNRRENAISSANCERE HLDGS LTD
$217.3M
EZUISHARES INC
$217.3M
KSSKOHLS CORP
$216.9M
BAC 7.25 PERP LBANK AMERICA CORP
$215.3M
PBDINVESCO EXCH TRADED FD TR II
$215.3M
PSAPUBLIC STORAGE OPER CO
$214.1M
NWNNORTHWEST NAT HLDG CO
$212.3M
XNCMXNUVEEN CALIFORNIA AMT QLT MU
$212.0M
BF/BBROWN FORMAN CORP
$211.8M
OBILRBB FD INC
$211.4M
DECKDECKERS OUTDOOR CORP
$211.0M
HLTHILTON WORLDWIDE HLDGS INC
$210.3M
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