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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 46 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 AR ANTERO RESOURCES CORP Energy 11,376.0 $392K 0.01% NEW $34.46 +13.1%
902 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,444.0 $392K 0.01% NEW $88.21 +16.1%
903 GLDM WORLD GOLD TR Financial Services 4,577.0 $391K 0.01% NEW $85.37 +3.9%
904 GAP GAP INC Consumer Cyclical 15,245.0 $390K 0.01% NEW $25.60 -19.0%
905 UITB VICTORY PORTFOLIOS II 8,232.0 $390K 0.01% NEW $47.35 -2.5%
906 XLB SELECT SECTOR SPDR TR 8,573.0 $389K 0.01% NEW $45.35 +8.1%
907 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,516.0 $388K 0.01% NEW $256.09 -5.4%
908 EQNR EQUINOR ASA Energy 16,416.0 $388K 0.01% NEW $23.63 +67.8%
909 BLUE OWL CAPITAL CORPORATION 31,135.0 $387K 0.01% NEW $12.43
910 IJJ ISHARES TR 2,939.0 $387K 0.01% NEW $131.59 +4.4%
911 BOND PIMCO ETF TR 4,152.0 $386K 0.01% NEW $93.07 -2.6%
912 BBAG J P MORGAN EXCHANGE TRADED F 8,296.0 $385K 0.01% NEW $46.42 -2.3%
913 INGR INGREDION INC Consumer Defensive 3,478.0 $383K 0.01% NEW $110.26 -8.0%
914 NTRS NORTHERN TR CORP Financial Services 2,804.0 $383K 0.01% NEW $136.60 +21.0%
915 FPE FIRST TR EXCH TRADED FD III 20,991.0 $382K 0.01% NEW $18.22 -1.6%
916 MSI MOTOROLA SOLUTIONS INC Technology 997.0 $382K 0.01% NEW $383.38 +7.0%
917 WEC WEC ENERGY GROUP INC Utilities 3,623.0 $382K 0.01% NEW $105.46 +3.9%
918 MKTX MARKETAXESS HLDGS INC Financial Services 2,100.0 $381K 0.01% NEW $181.25 -22.1%
919 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,759.0 $380K 0.01% NEW $137.81 -0.9%
920 ENTERGY CORP NEW 4,112.0 $380K 0.01% NEW $92.42
Page 46 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%