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Portfolio (Quarterly) Guide ↗

Perigon Wealth Management, LLC

· CIK 0001575239
13F Portfolio $5.5B AUM 1,294 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 118 New 552 Added 461 Reduced 131 Exited
Page 13 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SEIM SEI EXCHANGE TRADED FUNDS 33,682.0 $1.5M 0.03% +2K +4.7% $45.55 +14.7%
242 FNDE SCHWAB STRATEGIC TR 39,649.0 $1.5M 0.03% +2K +5.1% $38.26 +5.5%
243 VTWO VANGUARD SCOTTSDALE FDS 15,008.0 $1.5M 0.03% +2K +18.7% $100.17 +12.9%
244 AA ALCOA CORP Basic Materials 22,528.0 $1.5M 0.03% +1K +6.0% $66.33 -3.3%
245 DISV DIMENSIONAL ETF TRUST 37,657.0 $1.5M 0.03% +6K +20.2% $39.44 +6.6%
246 USTB VICTORY PORTFOLIOS II 29,105.0 $1.5M 0.03% +2K +9.3% $50.58 -0.1%
247 TSCO TRACTOR SUPPLY CO Consumer Cyclical 32,081.0 $1.5M 0.03% +699.0 +2.2% $45.30 -31.3%
248 HYG ISHARES TR 18,176.0 $1.4M 0.03% +9K +100.8% $79.56 +0.4%
249 ED CONSOLIDATED EDISON INC Utilities 12,744.0 $1.4M 0.03% +449.0 +3.6% $113.18 -5.9%
250 YUM YUM BRANDS INC Consumer Cyclical 9,233.0 $1.4M 0.03% +157.0 +1.7% $155.48 -2.1%
251 MATX MATSON INC Industrials 8,534.0 $1.4M 0.03% +118.0 +1.4% $163.94 +9.8%
252 SHM SPDR SERIES TRUST 28,233.0 $1.4M 0.02% +8K +38.5% $47.83 -0.3%
253 DIA STATE STR SPDR DOW JONES IND Financial Services 2,905.0 $1.3M 0.02% +16.0 +0.6% $463.19 +8.0%
254 EXC EXELON CORP Utilities 26,917.0 $1.3M 0.02% +4K +18.6% $49.02 -9.0%
255 HOOD ROBINHOOD MKTS INC Financial Services 18,780.0 $1.3M 0.02% +9K +95.2% $69.30 +7.0%
256 XLG INVESCO EXCHANGE TRADED FD T 23,561.0 $1.3M 0.02% +687.0 +3.0% $54.55 +16.5%
257 XYL XYLEM INC Industrials 10,642.0 $1.3M 0.02% +1K +10.9% $119.49 -11.0%
258 CORZ CORE SCIENTIFIC INC NEW Technology 84,236.0 $1.3M 0.02% +1K +1.6% $14.96 +53.2%
259 TGT TARGET CORP Consumer Defensive 10,394.0 $1.3M 0.02% +340.0 +3.4% $121.20 +5.0%
260 O REALTY INCOME CORP Real Estate 20,309.0 $1.2M 0.02% +638.0 +3.2% $61.18 +1.5%
Page 13 of 28  ·  552 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.0%
Financial Services 21.7%
Communication Services 8.9%
Consumer Cyclical 8.5%
Healthcare 7.4%
Industrials 6.8%
Energy 4.3%
Consumer Defensive 3.5%
Utilities 2.0%
Basic Materials 1.5%