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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 14 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BLACKROCK ETF TRUST 53,501.0 $3.8M 0.07% -374.0 -0.7% $70.14
262 EUSB ISHARES TR 85,460.0 $3.7M 0.07% +5K +5.8% $43.50 -0.9%
263 VYM VANGUARD WHITEHALL FDS 24,680.0 $3.7M 0.07% +2K +6.6% $148.10 +5.8%
264 GWW WW GRAINGER INC Industrials 3,349.0 $3.7M 0.07% +561.0 +20.1% $1090.82 +14.1%
265 SCHH SCHWAB STRATEGIC TR 168,788.0 $3.6M 0.07% +19K +12.7% $21.49 +9.9%
266 EPD ENTERPRISE PRODS PARTNERS L Energy 95,125.0 $3.6M 0.07% $37.84 +5.2%
267 CMI CUMMINS INC Industrials 6,663.0 $3.6M 0.07% +346.0 +5.5% $538.07 +22.6%
268 DFSU DIMENSIONAL ETF TRUST 86,786.0 $3.6M 0.07% +21K +32.0% $41.09 +11.3%
269 EFG ISHARES TR 31,949.0 $3.6M 0.07% +4K +13.0% $111.37 +8.1%
270 IDMO INVESCO EXCH TRADED FD TR II 64,580.0 $3.5M 0.06% +30K +85.6% $54.84 +8.8%
271 UPS UNITED PARCEL SVCS INC Industrials 35,752.0 $3.5M 0.06% +3K +7.5% $98.38 -1.6%
272 FCX FREEPORT MCMORAN INC Basic Materials 59,735.0 $3.5M 0.06% -376.0 -0.6% $58.78 -0.2%
273 AMP AMERIPRISE FINL INC Financial Services 7,788.0 $3.5M 0.06% -458.0 -5.5% $444.41 +2.9%
274 SDY SPDR SERIES TRUST 23,339.0 $3.4M 0.06% -118.0 -0.5% $145.94 +1.5%
275 NSC NORFOLK SOUTHN CORP Industrials 11,833.0 $3.4M 0.06% -3K -21.9% $287.00 +10.9%
276 BLUEROCK PVT REAL ESTATE FD 199,068.0 $3.3M 0.06% +2K +1.2% $16.61
277 LIN LINDE PLC Basic Materials 6,650.0 $3.3M 0.06% +734.0 +12.4% $495.75 +2.1%
278 SCHP SCHWAB STRATEGIC TR 123,521.0 $3.3M 0.06% +9K +7.8% $26.61 +0.0%
279 VGLT VANGUARD SCOTTSDALE FDS 59,296.0 $3.3M 0.06% +3K +5.5% $55.36 -2.9%
280 JAAA JANUS DETROIT STR TR 64,274.0 $3.2M 0.06% +7K +11.7% $50.37 +0.6%
Page 14 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%