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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 13 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NTAP NETAPP INC Technology 6,519.0 $667K 0.01% -679.0 -9.4% $102.39 +17.8%
242 PNR PENTAIR PLC Industrials 7,521.0 $655K 0.01% -2K -21.5% $87.11 -17.4%
243 MET METLIFE INC Financial Services 9,179.0 $649K 0.01% -709.0 -7.2% $70.72 +14.6%
244 ITW ILLINOIS TOOL WKS INC Industrials 2,482.0 $646K 0.01% -6K -69.6% $260.31 -5.0%
245 MUNI PIMCO ETF TR 12,231.0 $638K 0.01% -1K -8.9% $52.19 -0.4%
246 PCG PG&E CORP Utilities 36,222.0 $636K 0.01% -16K -31.0% $17.57 -6.6%
247 ORI OLD REP INTL CORP Financial Services 15,719.0 $627K 0.01% -1K -7.2% $39.90 -0.8%
248 KMI KINDER MORGAN INC DEL Energy 18,697.0 $627K 0.01% -5K -21.9% $33.53 +2.3%
249 XLC SELECT SECTOR SPDR TR 5,637.0 $625K 0.01% -1K -18.2% $110.86 +4.7%
250 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 13,959.0 $623K 0.01% -3K -17.5% $44.61 +11.4%
251 TSN TYSON FOODS INC Consumer Defensive 9,687.0 $621K 0.01% -3K -25.3% $64.07 +3.3%
252 IT GARTNER INC Technology 3,885.0 $615K 0.01% -580.0 -13.0% $158.34 -2.7%
253 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 17,103.0 $606K 0.01% -450.0 -2.6% $35.44 -2.9%
254 ORA ORMAT TECHNOLOGIES INC Utilities 5,354.0 $599K 0.01% -252.0 -4.5% $111.92 +16.8%
255 GSK GSK PLC Healthcare 10,836.0 $598K 0.01% -1K -10.1% $55.19 -7.5%
256 ACIO ETF SER SOLUTIONS 14,244.0 $598K 0.01% -608.0 -4.1% $41.96 +10.3%
257 CGW INVESCO EXCH TRADED FD TR II 9,334.0 $597K 0.01% -9K -49.1% $63.94 -2.6%
258 ITA ISHARES TR 2,725.0 $596K 0.01% -1K -31.6% $218.75 +2.1%
259 DAL DELTA AIR LINES INC Industrials 8,953.0 $595K 0.01% -4K -32.8% $66.47 +1.9%
260 NYT NEW YORK TIMES CO MTN BE Communication Services 7,037.0 $589K 0.01% -2K -24.8% $83.73 -10.1%
Page 13 of 24  ·  461 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 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%