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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 7 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NEE NEXTERA ENERGY INC Utilities 115,757.0 $9.3M 0.17% NEW $80.28 +16.3%
122 LMT LOCKHEED MARTIN CORP Industrials 19,040.0 $9.2M 0.17% NEW $483.67 +6.7%
123 ABT ABBOTT LABS Healthcare 73,448.0 $9.2M 0.17% NEW $125.29 -29.8%
124 MU MICRON TECHNOLOGY INC Technology 32,067.0 $9.2M 0.16% NEW $285.41 +153.9%
125 AVES AMERICAN CENTY ETF TR 153,651.0 $9.0M 0.16% NEW $58.31 +11.4%
126 PRF INVESCO EXCHANGE TRADED FD T 190,629.0 $8.9M 0.16% NEW $46.92 +11.6%
127 J P MORGAN EXCHANGE TRADED F 175,538.0 $8.9M 0.16% NEW $50.59
128 MOAT VANECK ETF TRUST 84,598.0 $8.8M 0.16% NEW $103.56 -3.0%
129 AVUS AMERICAN CENTY ETF TR 78,165.0 $8.7M 0.16% NEW $111.78 +11.1%
130 DE DEERE & CO Industrials 18,482.0 $8.6M 0.15% NEW $465.58 +20.7%
131 VEU VANGUARD INTL EQUITY INDEX F 115,723.0 $8.5M 0.15% NEW $73.56 +10.7%
132 GS GOLDMAN SACHS GROUP INC Financial Services 9,498.0 $8.3M 0.15% NEW $879.00 +7.9%
133 MRK MERCK & CO INC Healthcare 79,128.0 $8.3M 0.15% NEW $105.26 +5.8%
134 IUSG ISHARES TR 49,554.0 $8.3M 0.15% NEW $167.94 +10.4%
135 EEM ISHARES TR 148,373.0 $8.1M 0.14% NEW $54.71 +18.8%
136 IDEV ISHARES TR 97,022.0 $8.0M 0.14% NEW $82.48 +7.4%
137 SPAB SPDR SERIES TRUST 309,362.0 $8.0M 0.14% NEW $25.75 -1.9%
138 JMUB J P MORGAN EXCHANGE TRADED F 156,236.0 $7.9M 0.14% NEW $50.50 -1.0%
139 SCHC SCHWAB STRATEGIC TR 172,730.0 $7.9M 0.14% NEW $45.53 +9.8%
140 LQD ISHARES TR 70,067.0 $7.7M 0.14% NEW $110.19 -2.4%
Page 7 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%