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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 20 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SLYV SPDR SERIES TRUST 21,541.0 $2.0M 0.04% NEW $90.97 +9.9%
382 GM GENERAL MTRS CO Consumer Cyclical 24,081.0 $2.0M 0.04% NEW $81.32 -9.6%
383 UNP UNION PAC CORP Industrials 8,376.0 $1.9M 0.04% NEW $231.31 +17.2%
384 IDMO INVESCO EXCH TRADED FD TR II 34,793.0 $1.9M 0.04% NEW $55.57 +5.7%
385 SYK STRYKER CORPORATION Healthcare 5,387.0 $1.9M 0.03% NEW $351.49 -10.5%
386 DXJ WISDOMTREE TR 13,103.0 $1.9M 0.03% NEW $144.16 +16.2%
387 USXF ISHARES TR 32,556.0 $1.9M 0.03% NEW $57.58 +13.5%
388 GLW CORNING INC Technology 20,893.0 $1.8M 0.03% NEW $87.56 +106.7%
389 FDX FEDEX CORP Industrials 6,312.0 $1.8M 0.03% NEW $288.88 +30.9%
390 EWY ISHARES INC 18,714.0 $1.8M 0.03% NEW $97.22 +79.0%
391 CARR CARRIER GLOBAL CORPORATION Industrials 34,093.0 $1.8M 0.03% NEW $52.84 +16.5%
392 VSGX VANGUARD WORLD FD 25,100.0 $1.8M 0.03% NEW $71.62 +9.6%
393 DUK DUKE ENERGY CORP NEW Utilities 15,333.0 $1.8M 0.03% NEW $117.21 +6.4%
394 DFEM DIMENSIONAL ETF TRUST 54,301.0 $1.8M 0.03% NEW $33.08 +17.3%
395 SYM SYMBOTIC INC Industrials 30,025.0 $1.8M 0.03% NEW $59.50 -20.3%
396 HYLB DBX ETF TR 48,233.0 $1.8M 0.03% NEW $36.83 -1.5%
397 AIQ GLOBAL X FDS 34,324.0 $1.7M 0.03% NEW $50.86 +19.4%
398 TXN TEXAS INSTRS INC Technology 10,042.0 $1.7M 0.03% NEW $173.50 +75.5%
399 VMI VALMONT INDS INC Industrials 4,297.0 $1.7M 0.03% NEW $402.33 +22.3%
400 EVX VANECK ETF TRUST 45,134.0 $1.7M 0.03% NEW $38.23 +1.8%
Page 20 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%