Long-term investor
Perigon Wealth Management, LLC @perigonwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001575239).
Record
- Tracked since 2025-06-30 (454 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +885.1% · all +885.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 5.4% · long · since 2025-06-30
- AAPL · 5.2% · long · since 2025-06-30
- 922908363 · 3.2% · long · since 2025-06-30
- 46090E103 · 2.0% · long · since 2025-06-30
- 464287200 · 2.0% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2025-06-30
- 02079K107 · 1.6% · long · since 2025-06-30
- 92206C706 · 1.5% · long · since 2025-06-30
- GOOGL · 1.3% · long · since 2025-06-30
- 90139K100 · 1.2% · long · since 2025-12-31
- MSFT · 1.1% · long · since 2025-06-30
- 25434V708 · 1.1% · long · since 2025-06-30