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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 10 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SUSC ISHARES TR 252,770.0 $5.8M 0.11% +2K +0.7% $23.14 -0.9%
182 VCIT VANGUARD SCOTTSDALE FDS 70,673.0 $5.8M 0.11% +1K +1.9% $82.75 -0.9%
183 WM WASTE MGMT INC DEL Industrials 25,412.0 $5.8M 0.11% +1K +5.9% $229.79 -4.2%
184 IEF ISHARES TR 60,820.0 $5.8M 0.10% +5K +9.6% $95.44 -1.9%
185 JGRO J P MORGAN EXCHANGE TRADED F 68,523.0 $5.8M 0.10% -585.0 -0.8% $84.52 +14.4%
186 PZA INVESCO EXCH TRADED FD TR II 251,804.0 $5.8M 0.10% NEW $22.98 -0.4%
187 HON HONEYWELL INTL INC Industrials 25,448.0 $5.8M 0.10% +3K +15.6% $226.03 -3.8%
188 JAVA J P MORGAN EXCHANGE TRADED F 79,635.0 $5.7M 0.10% -2K -1.9% $71.75 +5.7%
189 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 35,998.0 $5.7M 0.10% +3K +9.1% $157.28 -2.9%
190 MO ALTRIA GROUP INC Consumer Defensive 85,350.0 $5.6M 0.10% +26K +43.5% $65.99 +11.9%
191 NOW SERVICENOW INC Technology 53,730.0 $5.6M 0.10% +17K +46.8% $104.55 -2.6%
192 MMM 3M CO Industrials 38,600.0 $5.6M 0.10% +5K +15.2% $145.23 +2.8%
193 PRFZ INVESCO EXCHANGE TRADED FD T 121,307.0 $5.6M 0.10% -2K -1.3% $45.87 +9.2%
194 USMV ISHARES TR 59,940.0 $5.6M 0.10% -4K -5.8% $92.74 +3.2%
195 ORCL ORACLE CORP Technology 37,744.0 $5.6M 0.10% +5K +14.0% $147.11 +25.1%
196 AMGN AMGEN INC Healthcare 15,776.0 $5.6M 0.10% +499.0 +3.3% $351.86 -6.0%
197 SCHD SCHWAB STRATEGIC TR 180,424.0 $5.5M 0.10% +11K +6.3% $30.68 +4.6%
198 ESGU ISHARES TR 39,037.0 $5.5M 0.10% -368.0 -0.9% $141.42 +14.0%
199 SCHE SCHWAB STRATEGIC TR 166,988.0 $5.5M 0.10% +14K +8.9% $32.95 +7.8%
200 NET CLOUDFLARE INC Technology 26,650.0 $5.5M 0.10% +3K +11.6% $206.34 +0.0%
Page 10 of 65  ·  1,294 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%