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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 25 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BRX BRIXMOR PPTY GROUP INC Real Estate 42,017.0 $1.2M 0.02% +2K +4.1% $28.80 +7.2%
482 DGS WISDOMTREE TR 20,126.0 $1.2M 0.02% +243.0 +1.2% $60.10 +6.8%
483 USB US BANCORP Financial Services 23,080.0 $1.2M 0.02% +806.0 +3.6% $52.01 +4.8%
484 BOH BANK HAWAII CORP Financial Services 16,114.0 $1.2M 0.02% -206.0 -1.3% $74.25 +5.2%
485 HISF FIRST TR EXCHANGE-TRADED FD 26,792.0 $1.2M 0.02% -780.0 -2.8% $44.34 -0.6%
486 CEG CONSTELLATION ENERGY CORP Utilities 4,251.0 $1.2M 0.02% +97.0 +2.3% $279.25 +2.4%
487 FIX COMFORT SYS USA INC Industrials 860.0 $1.2M 0.02% -318.0 -27.0% $1378.45 +33.0%
488 SANDISK CORP 1,830.0 $1.2M 0.02% -1K -36.5% $635.34
489 VLO VALERO ENERGY CORP Energy 4,701.0 $1.2M 0.02% -495.0 -9.5% $247.10 +2.7%
490 ESGD ISHARES TR 12,094.0 $1.2M 0.02% +533.0 +4.6% $95.62 +7.5%
491 PGHY INVESCO EXCH TRADED FD TR II 59,562.0 $1.2M 0.02% NEW $19.41 +1.5%
492 OKE ONEOK INC NEW Energy 12,688.0 $1.1M 0.02% -420.0 -3.2% $90.39 +2.5%
493 ADBE ADOBE INC Technology 4,708.0 $1.1M 0.02% -901.0 -16.1% $243.09 +0.4%
494 EFAV ISHARES TR 12,513.0 $1.1M 0.02% -537.0 -4.1% $91.37 +0.8%
495 JHMM JOHN HANCOCK EXCHANGE TRADED 17,009.0 $1.1M 0.02% -7K -28.1% $67.12 +7.2%
496 CSX CSX CORP Industrials 27,766.0 $1.1M 0.02% +975.0 +3.6% $41.05 +11.8%
497 DMXF ISHARES TR 15,072.0 $1.1M 0.02% +4K +37.3% $75.45 +9.8%
498 NRG NRG ENERGY INC Utilities 7,713.0 $1.1M 0.02% +71.0 +0.9% $146.14 -6.3%
499 GSST GOLDMAN SACHS ETF TR 22,264.0 $1.1M 0.02% +154.0 +0.7% $50.55 -0.1%
500 PH PARKER-HANNIFIN CORP Industrials 1,256.0 $1.1M 0.02% +77.0 +6.5% $895.54 -4.0%
Page 25 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%