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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 25 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 AMT AMERICAN TOWER CORP NEW Real Estate 7,049.0 $1.2M 0.02% NEW $175.58 +4.8%
482 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 4,417.0 $1.2M 0.02% NEW $278.95 -11.4%
483 CALI BLACKROCK ETF TRUST II 24,300.0 $1.2M 0.02% NEW $50.46 -0.2%
484 WELL WELLTOWER INC Real Estate 6,601.0 $1.2M 0.02% NEW $185.62 +17.4%
485 ED CONSOLIDATED EDISON INC Utilities 12,295.0 $1.2M 0.02% NEW $99.32 +7.2%
486 NRG NRG ENERGY INC Utilities 7,642.0 $1.2M 0.02% NEW $159.24 -22.3%
487 RSPA INVESCO ACTIVELY MANAGED EXC 23,760.0 $1.2M 0.02% NEW $50.96 +1.8%
488 CORZ CORE SCIENTIFIC INC NEW Technology 82,881.0 $1.2M 0.02% NEW $14.56 +57.4%
489 SPHD INVESCO EXCH TRADED FD TR II 25,103.0 $1.2M 0.02% NEW $48.00 +4.1%
490 PAVE GLOBAL X FDS 24,968.0 $1.2M 0.02% NEW $47.79 +14.0%
491 DISV DIMENSIONAL ETF TRUST 31,321.0 $1.2M 0.02% NEW $38.00 +10.7%
492 USB US BANCORP DEL Financial Services 22,274.0 $1.2M 0.02% NEW $53.36 -0.1%
493 MDB MONGODB INC Technology 2,797.0 $1.2M 0.02% NEW $419.69 -20.3%
494 GCOR GOLDMAN SACHS ETF TR 28,255.0 $1.2M 0.02% NEW $41.52 -1.7%
495 ROK ROCKWELL AUTOMATION INC Industrials 3,013.0 $1.2M 0.02% NEW $389.03 +8.5%
496 CGW INVESCO EXCH TRADED FD TR II 18,341.0 $1.2M 0.02% NEW $63.01 -1.2%
497 AES AES CORP Utilities 80,448.0 $1.2M 0.02% NEW $14.34 +2.7%
498 DGS WISDOMTREE TR 19,883.0 $1.1M 0.02% NEW $57.24 +11.4%
499 FLMI FRANKLIN TEMPLETON ETF TR 45,500.0 $1.1M 0.02% NEW $24.87 -0.5%
500 AA ALCOA CORP Basic Materials 21,256.0 $1.1M 0.02% NEW $53.14 +20.7%
Page 25 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%