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Portfolio (Quarterly) Guide ↗

Perigon Wealth Management, LLC

· CIK 0001575239
13F Portfolio $5.6B AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1307 New
Page 24 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 XLG INVESCO EXCHANGE TRADED FD T 22,874.0 $1.4M 0.02% NEW $59.28 +7.2%
462 USTB VICTORY PORTFOLIOS II 26,636.0 $1.4M 0.02% NEW $50.84 -0.6%
463 ABNB AIRBNB INC Consumer Cyclical 9,738.0 $1.3M 0.02% NEW $135.72 -0.1%
464 RIO RIO TINTO PLC Basic Materials 16,414.0 $1.3M 0.02% NEW $80.03 +26.1%
465 XYL XYLEM INC Industrials 9,597.0 $1.3M 0.02% NEW $136.19 -21.9%
466 HCA HCA HEALTHCARE INC Healthcare 2,795.0 $1.3M 0.02% NEW $466.94 -13.3%
467 ADI ANALOG DEVICES INC Technology 4,797.0 $1.3M 0.02% NEW $271.21 +46.8%
468 NUAG NUSHARES ETF TR 61,320.0 $1.3M 0.02% NEW $21.18 -1.6%
469 AZO AUTOZONE INC Consumer Cyclical 383.0 $1.3M 0.02% NEW $3391.50 +0.8%
470 EEMV ISHARES INC 20,029.0 $1.3M 0.02% NEW $64.04 +12.3%
471 TTAN SERVICETITAN INC Technology 12,006.0 $1.3M 0.02% NEW $106.50 -41.4%
472 EXACT SCIENCES CORP 12,567.0 $1.3M 0.02% NEW $101.56
473 J JACOBS SOLUTIONS INC Industrials 9,628.0 $1.3M 0.02% NEW $132.46 -14.8%
474 EPI WISDOMTREE TR 27,192.0 $1.3M 0.02% NEW $46.29 -9.2%
475 VTWO VANGUARD SCOTTSDALE FDS 12,641.0 $1.3M 0.02% NEW $99.52 +13.6%
476 SHV ISHARES TR 11,412.0 $1.3M 0.02% NEW $110.15 +0.1%
477 VALE VALE S A Basic Materials 96,063.0 $1.3M 0.02% NEW $13.03 +22.9%
478 HISF FIRST TR EXCHANGE-TRADED FD 27,572.0 $1.2M 0.02% NEW $45.25 -2.2%
479 OTIS OTIS WORLDWIDE CORP Industrials 14,201.0 $1.2M 0.02% NEW $87.35 -18.8%
480 TBIL RBB FD INC 24,866.0 $1.2M 0.02% NEW $49.88 +0.1%
Page 24 of 66  ·  1,307 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 35.4%
Financial Services 22.6%
Communication Services 9.2%
Consumer Cyclical 8.9%
Healthcare 7.5%
Industrials 6.2%
Consumer Defensive 3.1%
Energy 3.0%
Utilities 1.6%
Real Estate 1.2%