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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 13 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 UBER UBER TECHNOLOGIES INC Technology 58,981.0 $4.2M 0.08% -28K -31.9% $71.93 +3.0%
242 PFE PFIZER INC Healthcare 149,364.0 $4.2M 0.08% +6K +4.4% $28.08 -8.6%
243 SLV ISHARES SILVER TR Financial Services 61,438.0 $4.2M 0.08% -2K -3.2% $68.14 +0.9%
244 BIV VANGUARD BD INDEX FDS 53,947.0 $4.2M 0.08% +8K +16.4% $77.18 -1.3%
245 MLM MARTIN MARIETTA MATLS INC Basic Materials 7,069.0 $4.2M 0.07% +2K +42.5% $588.70 -9.5%
246 SCHM SCHWAB STRATEGIC TR 133,843.0 $4.1M 0.07% $30.96 +10.4%
247 CB CHUBB LTD SWITZ Financial Services 12,677.0 $4.1M 0.07% -320.0 -2.5% $325.92 +0.8%
248 SMH VANECK ETF TRUST 10,764.0 $4.1M 0.07% $383.38 +47.1%
249 COWZ PACER FDS TR 65,113.0 $4.1M 0.07% -3K -4.7% $62.56 +1.5%
250 NEM NEWMONT CORP Basic Materials 37,412.0 $4.0M 0.07% -1K -3.8% $108.25 -2.9%
251 XAR SPDR SERIES TRUST 15,930.0 $4.0M 0.07% -1K -6.1% $253.98 +4.9%
252 SH PROSHARES TR 106,349.0 $4.0M 0.07% NEW $37.93 -11.7%
253 MQ MARQETA INC Technology 972,959.0 $4.0M 0.07% $4.08 -2.9%
254 DGRW WISDOMTREE TR 44,644.0 $3.9M 0.07% -271.0 -0.6% $87.84 +9.1%
255 SMLF ISHARES TR 51,582.0 $3.9M 0.07% +11K +27.5% $75.49 +9.6%
256 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 11,513.0 $3.9M 0.07% +531.0 +4.8% $337.95 +16.2%
257 SPGP INVESCO EXCHANGE TRADED FD T 35,872.0 $3.9M 0.07% +4K +11.3% $107.62 +9.2%
258 ADP AUTOMATIC DATA PROCESSING IN Industrials 18,820.0 $3.8M 0.07% +185.0 +1.0% $203.18 +8.6%
259 SCHA SCHWAB STRATEGIC TR 129,990.0 $3.8M 0.07% -1K -0.8% $29.08 +12.7%
260 OEF ISHARES TR 11,846.0 $3.8M 0.07% -69K -85.3% $318.07 +16.3%
Page 13 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%