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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 21 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EMB ISHARES TR 2,631.0 $247K 0.00% -1K -33.1% $93.93 +0.3%
402 EOS EATON VANCE ENHANCED EQUITY Financial Services 12,067.0 $247K 0.00% -105.0 -0.9% $20.46 +8.1%
403 FIVE FIVE BELOW INC Consumer Cyclical 1,078.0 $246K 0.00% -7.0 -0.7% $228.50 -4.4%
404 MADISON SQUARE GARDEN ENTMT 4,152.0 $245K 0.00% -700.0 -14.4% $58.91
405 IFRA ISHARES TR 4,240.0 $243K 0.00% -146.0 -3.3% $57.20 +4.7%
406 OHI OMEGA HEALTHCARE INVS INC Real Estate 5,513.0 $242K 0.00% -740.0 -11.8% $43.82 +10.3%
407 SPTS SPDR SERIES TRUST 8,225.0 $240K 0.00% -29K -77.7% $29.18 -0.7%
408 LIT GLOBAL X FDS 3,219.0 $239K 0.00% -351.0 -9.8% $74.34 +10.0%
409 QAI NEW YORK LIFE INVESTMENTS ET 7,006.0 $239K 0.00% -1K -14.3% $34.12 +4.9%
410 GPN GLOBAL PMTS INC Industrials 3,544.0 $238K 0.00% -116.0 -3.2% $67.29 +0.4%
411 IVLU ISHARES TR 6,010.0 $238K 0.00% -133K -95.7% $39.68 +5.7%
412 HYFI AB ACTIVE ETFS INC 6,388.0 $238K 0.00% -200.0 -3.0% $37.19 -0.3%
413 IJS ISHARES TR 2,005.0 $238K 0.00% -19.0 -0.9% $118.47 +5.5%
414 INGR INGREDION INC Consumer Defensive 2,077.0 $234K 0.00% -1K -40.3% $112.66 -10.0%
415 NNN NNN REIT INC Real Estate 5,537.0 $233K 0.00% -2K -21.7% $42.03 +5.5%
416 LYG LLOYDS BANKING GROUP PLC Financial Services 46,144.0 $232K 0.00% -831.0 -1.8% $5.03 +2.8%
417 PSO PEARSON PLC Communication Services 17,596.0 $231K 0.00% -3K -13.9% $13.13 +16.5%
418 VNQI VANGUARD INTL EQUITY INDEX F 5,177.0 $230K 0.00% -281.0 -5.2% $44.45 +2.6%
419 CRH PLC 2,179.0 $229K 0.00% -600.0 -21.6% $105.11
420 MNA NEW YORK LIFE INVESTMENTS ET 6,256.0 $227K 0.00% -109.0 -1.7% $36.35 +0.4%
Page 21 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%