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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 4 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BX BLACKSTONE INC Financial Services 59,473.0 $6.8M 0.12% -1K -1.8% $114.99 -0.6%
62 XLK SELECT SECTOR SPDR TR 50,221.0 $6.7M 0.12% -845.0 -1.6% $132.90 +30.4%
63 ABT ABBOTT LABORATORIES Healthcare 60,947.0 $6.3M 0.11% -13K -17.0% $102.67 -13.5%
64 REGN REGENERON PHARMACEUTICALS Healthcare 7,680.0 $5.9M 0.11% -156.0 -2.0% $772.60 -18.5%
65 JGRO J P MORGAN EXCHANGE TRADED F 68,523.0 $5.8M 0.10% -585.0 -0.8% $84.52 +13.4%
66 JAVA J P MORGAN EXCHANGE TRADED F 79,635.0 $5.7M 0.10% -2K -1.9% $71.75 +5.1%
67 PRFZ INVESCO EXCHANGE TRADED FD T 121,307.0 $5.6M 0.10% -2K -1.3% $45.87 +7.4%
68 USMV ISHARES TR 59,940.0 $5.6M 0.10% -4K -5.8% $92.74 +3.3%
69 ESGU ISHARES TR 39,037.0 $5.5M 0.10% -368.0 -0.9% $141.42 +13.0%
70 QCOM QUALCOMM INC Technology 40,363.0 $5.2M 0.09% -2K -5.5% $128.78 +58.1%
71 IUSV ISHARES TR 50,360.0 $5.1M 0.09% -759.0 -1.5% $102.25 +6.1%
72 GE GE AEROSPACE Industrials 17,809.0 $5.1M 0.09% -1K -5.7% $283.77 +0.8%
73 JEPI J P MORGAN EXCHANGE TRADED F 87,135.0 $4.9M 0.09% -4K -4.6% $56.68 -1.1%
74 VGSH VANGUARD SCOTTSDALE FDS 84,219.0 $4.9M 0.09% -6K -6.7% $58.54 -0.7%
75 T AT&T INC Communication Services 151,763.0 $4.4M 0.08% -2K -1.4% $28.99 -15.7%
76 BMY BRISTOL-MYERS SQUIBB CO Healthcare 72,004.0 $4.4M 0.08% -666.0 -0.9% $60.65 -3.9%
77 ACM AECOM Industrials 50,344.0 $4.3M 0.08% -3K -5.6% $84.82 -16.1%
78 UBER UBER TECHNOLOGIES INC Technology 58,981.0 $4.2M 0.08% -28K -31.9% $71.93 +4.4%
79 SLV ISHARES SILVER TR Financial Services 61,438.0 $4.2M 0.08% -2K -3.2% $68.14 -1.8%
80 CB CHUBB LTD SWITZ Financial Services 12,677.0 $4.1M 0.07% -320.0 -2.5% $325.92 +1.3%
Page 4 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%