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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 8 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CALL DARLING INGREDIENTS INC 48,900.0 $1.4M 0.03% -32K -39.2% $28.71
142 MDT MEDTRONIC PLC Healthcare 16,088.0 $1.4M 0.03% -2K -9.8% $86.65 -10.8%
143 VV VANGUARD INDEX FDS 4,639.0 $1.4M 0.03% -485.0 -9.5% $298.85 +12.9%
144 FDVV FIDELITY COVINGTON TRUST 24,546.0 $1.4M 0.03% -4K -14.0% $55.24 +7.5%
145 VWOB VANGUARD WHITEHALL FDS 20,101.0 $1.3M 0.02% -56K -73.6% $65.69 +0.1%
146 GSUS GOLDMAN SACHS ETF TR 14,557.0 $1.3M 0.02% -3K -16.2% $89.59 +12.9%
147 HCA HCA HEALTHCARE INC Healthcare 2,716.0 $1.3M 0.02% -79.0 -2.8% $473.33 -10.7%
148 BKNG BOOKING HOLDINGS INC Consumer Cyclical 304.0 $1.3M 0.02% -339.0 -52.7% $4212.11 -96.3%
149 TOTALENERGIES SE 13,962.0 $1.3M 0.02% -1K -7.2% $90.98
150 ACN ACCENTURE PLC IRELAND Technology 6,370.0 $1.3M 0.02% -1K -16.3% $198.30 -10.8%
151 NUAG NUSHARES ETF TR 59,780.0 $1.3M 0.02% -2K -2.5% $21.03 -1.4%
152 SNOW SNOWFLAKE INC Technology 8,304.0 $1.3M 0.02% -1K -13.3% $150.82 +8.9%
153 SHV ISHARES TR 11,307.0 $1.2M 0.02% -105.0 -0.9% $110.39 -0.1%
154 MRSH MARSH & MCLENNAN COS INC Financial Services 7,012.0 $1.2M 0.02% -884.0 -11.2% $173.46 -4.3%
155 SPHD INVESCO EXCH TRADED FD TR II 24,424.0 $1.2M 0.02% -679.0 -2.7% $49.61 +0.4%
156 BOH BANK HAWAII CORP Financial Services 16,114.0 $1.2M 0.02% -206.0 -1.3% $74.25 +3.0%
157 HISF FIRST TR EXCHANGE-TRADED FD 26,792.0 $1.2M 0.02% -780.0 -2.8% $44.34 -0.8%
158 FIX COMFORT SYS USA INC Industrials 860.0 $1.2M 0.02% -318.0 -27.0% $1378.45 +34.5%
159 SANDISK CORP 1,830.0 $1.2M 0.02% -1K -36.5% $635.34
160 VLO VALERO ENERGY CORP Energy 4,701.0 $1.2M 0.02% -495.0 -9.5% $247.10 +4.6%
Page 8 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%