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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 24 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BKNG BOOKING HOLDINGS INC Consumer Cyclical 304.0 $1.3M 0.02% -339.0 -52.7% $4212.11 -96.2%
462 XYL XYLEM INC Industrials 10,642.0 $1.3M 0.02% +1K +10.9% $119.49 -9.4%
463 TOTALENERGIES SE 13,962.0 $1.3M 0.02% -1K -7.2% $90.98
464 ACN ACCENTURE PLC IRELAND Technology 6,370.0 $1.3M 0.02% -1K -16.3% $198.30 -10.3%
465 CORZ CORE SCIENTIFIC INC NEW Technology 84,236.0 $1.3M 0.02% +1K +1.6% $14.96 +65.9%
466 TGT TARGET CORP Consumer Defensive 10,394.0 $1.3M 0.02% +340.0 +3.4% $121.20 +0.9%
467 NUAG NUSHARES ETF TR 59,780.0 $1.3M 0.02% -2K -2.5% $21.03 -0.7%
468 SNOW SNOWFLAKE INC Technology 8,304.0 $1.3M 0.02% -1K -13.3% $150.82 +10.7%
469 SHV ISHARES TR 11,307.0 $1.2M 0.02% -105.0 -0.9% $110.39 -0.1%
470 O REALTY INCOME CORP Real Estate 20,309.0 $1.2M 0.02% +638.0 +3.2% $61.18 +1.7%
471 CTVA CORTEVA INC Basic Materials 14,824.0 $1.2M 0.02% +440.0 +3.1% $83.71 -5.6%
472 HEI HEICO CORP NEW Industrials 4,495.0 $1.2M 0.02% +226.0 +5.3% $274.20 +9.8%
473 CALI BLACKROCK ETF TRUST II 24,300.0 $1.2M 0.02% $50.43 -0.1%
474 SEI EXCHANGE TRADED FUNDS 37,405.0 $1.2M 0.02% +7K +22.9% $32.75
475 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 4,445.0 $1.2M 0.02% +28.0 +0.6% $275.18 -7.7%
476 AWK AMERICAN WTR WKS CO INC NEW Utilities 8,949.0 $1.2M 0.02% +2K +24.0% $136.09 -9.0%
477 URNM SPROTT FDS TR 19,273.0 $1.2M 0.02% +2K +11.6% $63.15 -8.0%
478 MRSH MARSH & MCLENNAN COS INC Financial Services 7,012.0 $1.2M 0.02% -884.0 -11.2% $173.46 -4.8%
479 COIN COINBASE GLOBAL INC Financial Services 6,941.0 $1.2M 0.02% +251.0 +3.8% $174.60 +10.9%
480 SPHD INVESCO EXCH TRADED FD TR II 24,424.0 $1.2M 0.02% -679.0 -2.7% $49.61 +1.2%
Page 24 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%