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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 27 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 GRNB VANECK ETF TRUST 9,701.0 $232K 0.00% +978.0 +11.2% $23.96 -0.2%
522 NATWEST GROUP PLC 15,586.0 $232K 0.00% +244.0 +1.6% $14.90
523 NXPI NXP SEMICONDUCTORS N V Technology 1,176.0 $232K 0.00% +123.0 +11.7% $196.86 +50.2%
524 USHY ISHARES TR 6,241.0 $230K 0.00% +544.0 +9.6% $36.84 -0.3%
525 VTRS VIATRIS INC Healthcare 16,990.0 $230K 0.00% +349.0 +2.1% $13.51 +20.2%
526 GRNY TIDAL TRUST I 9,559.0 $228K 0.00% +198.0 +2.1% $23.87 +11.1%
527 AYI ACUITY INC Industrials 807.0 $226K 0.00% +204.0 +33.8% $280.15 -1.3%
528 DOC HEALTHPEAK PROPERTIES INC Real Estate 13,737.0 $226K 0.00% +2K +14.5% $16.43 +18.4%
529 NIOCORP DEVS LTD 49,650.0 $221K 0.00% +7K +17.0% $4.46
530 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,291.0 $214K 0.00% +35.0 +2.8% $166.04 +3.3%
531 PJT PJT PARTNERS INC Financial Services 1,517.0 $212K 0.00% +107.0 +7.6% $139.74 +11.0%
532 ARKF ARK ETF TR 5,496.0 $209K 0.00% +252.0 +4.8% $38.01 +6.6%
533 EFX EQUIFAX INC Industrials 1,153.0 $208K 0.00% +190.0 +19.7% $180.03 -10.4%
534 RJF RAYMOND JAMES FINL INC Financial Services 1,414.0 $205K 0.00% +10.0 +0.7% $144.83 +5.9%
535 BCS BARCLAYS PLC Financial Services 9,563.0 $202K 0.00% +700.0 +7.9% $21.16 +8.2%
536 IRT INDEPENDENCE RLTY TR INC Real Estate 13,505.0 $201K 0.00% +1K +8.3% $14.89 +10.0%
537 GWRS GLOBAL WTR RES INC Utilities 25,600.0 $194K 0.00% +6K +33.5% $7.59 -9.9%
538 TFSL TFS FINL CORP Financial Services 13,715.0 $193K 0.00% +2K +14.1% $14.05 +10.5%
539 PTON PELOTON INTERACTIVE INC Consumer Cyclical 44,291.0 $190K 0.00% +19K +78.1% $4.29 +21.0%
540 VSTS VESTIS CORPORATION Industrials 22,142.0 $174K 0.00% +7K +45.5% $7.86 +54.4%
Page 27 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%