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Portfolio (Quarterly) Guide ↗

Perigon Wealth Management, LLC

· CIK 0001575239
13F Portfolio $5.6B AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1307 New
Page 18 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SCHB SCHWAB STRATEGIC TR 86,675.0 $2.3M 0.04% NEW $26.23 +8.8%
342 SHW SHERWIN WILLIAMS CO Basic Materials 6,934.0 $2.2M 0.04% NEW $324.04 -7.7%
343 EAGG ISHARES TR 46,881.0 $2.2M 0.04% NEW $47.85 -1.8%
344 XLU SELECT SECTOR SPDR TR 52,480.0 $2.2M 0.04% NEW $42.69 +4.3%
345 FEGE RBB FUND TRUST 48,561.0 $2.2M 0.04% NEW $46.03 +8.6%
346 SPTM SPDR SERIES TRUST 27,076.0 $2.2M 0.04% NEW $82.50 +8.8%
347 LVHI LEGG MASON ETF INVT 60,338.0 $2.2M 0.04% NEW $36.82 +12.8%
348 VGSR MANAGER DIRECTED PORTFOLIOS 212,655.0 $2.2M 0.04% NEW $10.40 +8.2%
349 KRYS KRYSTAL BIOTECH INC Healthcare 8,970.0 $2.2M 0.04% NEW $246.54 +19.0%
350 CHRD CHORD ENERGY CORPORATION Energy 23,852.0 $2.2M 0.04% NEW $92.70 +61.4%
351 SHEL SHELL PLC Energy 30,048.0 $2.2M 0.04% NEW $73.48 +20.4%
352 BUFR FIRST TR EXCHNG TRADED FD VI 64,009.0 $2.2M 0.04% NEW $34.26 +5.5%
353 DFSE DIMENSIONAL ETF TRUST 52,781.0 $2.2M 0.04% NEW $41.48 +15.2%
354 JCI JOHNSON CTLS INTL PLC Industrials 17,944.0 $2.1M 0.04% NEW $119.76 +13.1%
355 MTUM ISHARES TR 8,577.0 $2.1M 0.04% NEW $250.30 +19.7%
356 FNX FIRST TR EXCHANGE-TRADED ALP 16,911.0 $2.1M 0.04% NEW $125.97 +9.0%
357 ASTRAZENECA PLC 23,059.0 $2.1M 0.04% NEW $91.93
358 SCHR SCHWAB STRATEGIC TR 84,389.0 $2.1M 0.04% NEW $25.08 -2.0%
359 BITB BITWISE BITCOIN ETF TR Financial Services 44,415.0 $2.1M 0.04% NEW $47.56 -11.4%
360 NXTG FIRST TR EXCHANGE-TRADED FD 19,503.0 $2.1M 0.04% NEW $107.77 +34.5%
Page 18 of 66  ·  1,307 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 35.4%
Financial Services 22.6%
Communication Services 9.2%
Consumer Cyclical 8.9%
Healthcare 7.5%
Industrials 6.2%
Consumer Defensive 3.1%
Energy 3.0%
Utilities 1.6%
Real Estate 1.2%