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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 7 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 LIBERTY GLOBAL LTD 13,003 $145K 0.00% SOLD
122 GNW GENWORTH FINL INC Financial Services 15,582 $141K 0.00% SOLD
123 GREAT LAKES DREDGE & DOCK CO 10,098 $132K 0.00% SOLD
124 CLSK CLEANSPARK INC Technology 12,577 $127K 0.00% SOLD
125 BLACKROCK MUNIYIELD FD INC 10,306 $108K 0.00% SOLD
126 CALL NOVO-NORDISK A S 10,000 $62K 0.00% SOLD
127 CALL NETFLIX INC 15,000 $62K 0.00% SOLD
128 HTZ HERTZ GLOBAL HLDGS INC Industrials 11,630 $60K 0.00% SOLD
129 JBLU JETBLUE AWYS CORP Industrials 12,183 $55K 0.00% SOLD
130 CALL SUPER MICRO COMPUTER INC 42,200 $37K 0.00% SOLD
131 CALL ASPEN AEROGELS INC 11,200 $5K SOLD
Page 7 of 7  ·  131 positions
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%