Opening Recap
Market Pulse: Equities drifted higher as Perigon Wealth Management’s Tactical Pivot signaled a shift into higher-growth software, digital delivery and niche healthcare names.
Key Movers: Perigon’s repositioning (see “DoorDash, Inc. $DASH Shares Purchased by Perigon Wealth Management LLC” and “Perigon Wealth Management LLC Purchases 61 Shares of HCA Healthcare, Inc. $HCA”) and quiet stakes in Titan Machinery and Innodata drove trader focus.
Macro & Politics: Capitol Hill’s debt-ceiling theatrics remain the ultimate wild card, overshadowing rate-hike chatter and Fed whisperings despite no new bombshells overnight.
What’s Next: Watch early corporate-earnings previews and any fresh Fed commentary before today’s open.
Unfiltered Market Commentary
What everyone’s missing is the damn risk baked into these growth bets. Perigon Wealth Management’s pivot—highlighted in ETF Daily News’ “Perigon Wealth Management LLC Purchases 61 Shares of HCA Healthcare, Inc. $HCA” and “DoorDash, Inc. $DASH Shares Purchased by Perigon Wealth Management LLC”—shows managers are willing to pay up despite punchy valuations. This isn’t a panic play; it’s a high-stakes gamble that growth names can outpace the legacy growers they’re shedding.
Look closer at the small-cap picks and you’ll see a common thread between Assenagon Asset Management S.A.’s stake in Titan Machinery Inc. ($TITN) and Dakota Wealth Management’s “6,263 Shares in Innodata Inc. $INOD Acquired by Dakota Wealth Management.” It’s not just random picks—it’s a hedge against industrial volatility and a bet on undervalued niche plays. When big institutions sit on cash, these under-followed names can deliver real upside, not some ride-along on mega-cap momentum crap.
Your next move is simple: don’t cling to last decade’s stalwarts. Rotate capital toward companies with clear digital moats and resilient demand signals—whether that’s DoorDash’s delivery network or e.l.f. Beauty’s value cosmetics. Act now, because sitting on “steady” yield vehicles as growth runs is a recipe for underperformance.
📈 Breaking Financial News
Perigon Wealth Management LLC Cuts Position in Prudential Financial, Inc. $PRU
Perigon Wealth Management LLC lowered its position in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 84.6% during the second quarter, HoldingsChannel reports. The firm owned 6,427 shares of the financial services provider’s stock after selli…
DoorDash, Inc. $DASH Shares Purchased by Perigon Wealth Management LLC
Perigon Wealth Management LLC boosted its position in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 1.3% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,701 shares of the company’s stock after purchasi…
Perigon Wealth Management LLC Purchases 61 Shares of HCA Healthcare, Inc. $HCA
Perigon Wealth Management LLC increased its stake in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 3.4% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,858 shares of the company’s …
Perigon Wealth Management LLC Sells 4,081 Shares of Hewlett Packard Enterprise Company $HPE
Perigon Wealth Management LLC cut its holdings in shares of Hewlett Packard Enterprise Company (NYSE:HPE – Free Report) by 10.0% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned…
Perigon Wealth Management LLC Sells 265 Shares of Autodesk, Inc. $ADSK
Perigon Wealth Management LLC decreased its position in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 8.8% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,733 shares of the company’s …
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🔍 Market Analysis & Insights
General Mills, Inc. $GIS Shares Sold by Perigon Wealth Management LLC
Perigon Wealth Management LLC cut its holdings in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 15.0% in the 2nd quarter, Holdings Channel reports. The firm owned 16,585 shares of the company’s stock after selling 2,920 shares …
Perigon Wealth Management LLC Increases Holdings in Kimberly-Clark Co. $KMB
Perigon Wealth Management LLC increased its holdings in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 15.6% in the second quarter, Holdings Channel reports. The firm owned 6,210 shares of the company’s stock after acquirin…
Perigon Wealth Management LLC Boosts Stock Position in Spotify Technology $SPOT
Perigon Wealth Management LLC grew its position in shares of Spotify Technology (NYSE:SPOT – Free Report) by 6.9% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,129 share…
Perigon Wealth Management LLC Acquires 45 Shares of IDEXX Laboratories, Inc. $IDXX
Perigon Wealth Management LLC boosted its holdings in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 3.2% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 1,458 shares …
Perigon Wealth Management LLC Increases Stock Position in Welltower Inc. $WELL
Perigon Wealth Management LLC boosted its stake in Welltower Inc. (NYSE:WELL – Free Report) by 23.6% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,…
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💰 Investment Opportunities
Financial Analysis: Life Time Group (NYSE:LTH) versus Connexa Sports Technologies (NASDAQ:YYAI)
Life Time Group (NYSE:LTH – Get Free Report) and Connexa Sports Technologies (NASDAQ:YYAI – Get Free Report) are both consumer discretionary companies, but which is the better investment? We will contrast the two companies based on the strength of their divid…
Assenagon Asset Management S.A. Has $459,000 Stock Position in Titan Machinery Inc. $TITN
Assenagon Asset Management S.A. decreased its stake in Titan Machinery Inc. (NASDAQ:TITN – Free Report) by 81.1% during the 2nd quarter, HoldingsChannel reports. The fund owned 23,177 shares after selling 99,579 shares during the period…
Assenagon Asset Management S.A. Buys Shares of 3,444 Restaurant Brands International Inc. $QSR
Assenagon Asset Management S.A. bought a new stake in shares of Restaurant Brands International Inc. (NYSE:QSR – Free Report) (TSE:QSR) in the second quarter, Holdings Channel reports. The firm bought 3,444 shares of the restaurant operator…
6,263 Shares in Innodata Inc. $INOD Acquired by Dakota Wealth Management
Dakota Wealth Management acquired a new position in Innodata Inc. (NASDAQ:INOD – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 6,263 shares of the technology company…
Dakota Wealth Management Makes New $327,000 Investment in e.l.f. Beauty $ELF
Dakota Wealth Management acquired a new stake in e.l.f. Beauty (NYSE:ELF – Free Report) during the 2nd quarter, Holdings Channel reports. The firm acquired 2,628 shares of the company’s stock, valued at approximately $327,000. Several other institutional inve…
Trump’s Spending Bill Passed: Four “Golden Anomaly” Stocks Will Soar
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