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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 9 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SO SOUTHERN CO Utilities 32,726.0 $3.2M 0.06% +5K +17.3% $96.52 -2.1%
162 NVS NOVARTIS AG Healthcare 20,665.0 $3.2M 0.06% +165.0 +0.8% $152.75 -1.0%
163 VTC VANGUARD SCOTTSDALE FDS 40,841.0 $3.1M 0.06% +4K +11.1% $76.83 -1.3%
164 IGM ISHARES TR 25,838.0 $3.1M 0.06% +272.0 +1.1% $118.51 +28.4%
165 SYSB ISHARES TR 34,169.0 $3.0M 0.06% +2K +6.4% $89.00 -1.8%
166 FNDX SCHWAB STRATEGIC TR 105,539.0 $2.9M 0.05% +1K +1.1% $27.85 +9.1%
167 AEP AMERICAN ELEC PWR CO INC Utilities 22,183.0 $2.9M 0.05% +155.0 +0.7% $131.08 -1.0%
168 LHX L3HARRIS TECHNOLOGIES INC Industrials 8,388.0 $2.9M 0.05% +527.0 +6.7% $345.14 -11.4%
169 CI THE CIGNA GROUP Healthcare 10,807.0 $2.9M 0.05% +106.0 +1.0% $266.76 +8.9%
170 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,454.0 $2.9M 0.05% +410.0 +6.8% $446.54 -2.2%
171 ESGE ISHARES INC 63,153.0 $2.9M 0.05% +2K +3.9% $45.47 +13.5%
172 EMR EMERSON ELEC CO Industrials 21,905.0 $2.9M 0.05% +237.0 +1.1% $131.02 -0.6%
173 SHEL SHELL PLC Energy 30,652.0 $2.9M 0.05% +604.0 +2.0% $93.00 -4.8%
174 ZTS ZOETIS INC Healthcare 24,016.0 $2.8M 0.05% +309.0 +1.3% $118.21 -34.0%
175 TJX TJX COS INC NEW Consumer Cyclical 17,491.0 $2.8M 0.05% +116.0 +0.7% $159.70 -0.7%
176 FLQM FRANKLIN TEMPLETON ETF TR 50,402.0 $2.8M 0.05% +5K +12.2% $54.93 +1.4%
177 RF REGIONS FINANCIAL CORP NEW Financial Services 105,449.0 $2.8M 0.05% +1K +1.1% $26.12 +3.2%
178 DBMF LITMAN GREGORY FDS TR 89,621.0 $2.7M 0.05% +81K +958.1% $30.15 +3.6%
179 ITOT ISHARES TR 18,958.0 $2.7M 0.05% +892.0 +4.9% $142.43 +12.5%
180 AOA ISHARES TR 30,493.0 $2.7M 0.05% +2K +7.1% $88.49 +7.8%
Page 9 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%