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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 19 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NTRS NORTHERN TR CORP Financial Services 2,360.0 $329K 0.01% -444.0 -15.8% $139.60 +18.4%
362 IBB ISHARES TR 1,944.0 $328K 0.01% -790.0 -28.9% $168.88 -2.8%
363 LPLA LPL FINL HLDGS INC Financial Services 1,084.0 $326K 0.01% -30.0 -2.7% $300.84 -1.7%
364 PFXF VANECK ETF TRUST 18,481.0 $324K 0.01% -1K -6.5% $17.54 +3.9%
365 SPTI SPDR SERIES TRUST 11,309.0 $324K 0.01% -442.0 -3.8% $28.66 -1.8%
366 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 546.0 $324K 0.01% -342.0 -38.5% $592.51 -4.3%
367 LQDH ISHARES U S ETF TR 3,488.0 $322K 0.01% -7K -66.4% $92.33 +0.8%
368 IVT INVENTRUST PPTYS CORP Real Estate 10,443.0 $318K 0.01% -533.0 -4.9% $30.46 +4.3%
369 JHG JANUS HENDERSON GROUP PLC Financial Services 6,043.0 $310K 0.01% -980.0 -13.9% $51.37 +0.8%
370 HPE HEWLETT PACKARD ENTERPRISE C Technology 12,946.0 $308K 0.01% -507.0 -3.8% $23.81 +38.6%
371 FDS FACTSET RESH SYS INC Financial Services 1,412.0 $306K 0.01% -362.0 -20.4% $216.99 +3.4%
372 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 17,555.0 $300K 0.01% -380.0 -2.1% $17.07 +0.2%
373 ATI ATI INC Industrials 2,059.0 $300K 0.01% -231.0 -10.1% $145.46 +3.4%
374 GLPI GAMING & LEISURE P Real Estate 6,711.0 $298K 0.01% -2K -26.5% $44.37 +6.4%
375 ACI ALBERTSONS COS INC Consumer Defensive 17,354.0 $296K 0.01% -1K -5.6% $17.04 +0.9%
376 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,493.0 $293K 0.01% -174.0 -10.4% $196.10 -1.2%
377 FNF FIDELITY NATL FINL INC Financial Services 6,303.0 $292K 0.01% -348.0 -5.2% $46.38 +6.7%
378 HDV ISHARES TR 2,118.0 $287K 0.01% -267.0 -11.2% $135.70 -79.6%
379 RS RELIANCE INC Basic Materials 941.0 $286K 0.01% -30.0 -3.1% $303.91 +18.5%
380 HAS HASBRO INC Consumer Cyclical 3,024.0 $283K 0.01% -667.0 -18.1% $93.61 +0.1%
Page 19 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%