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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 26 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 IT GARTNER INC Technology 4,465.0 $1.1M 0.02% NEW $252.28 -38.3%
502 EFAV ISHARES TR 13,050.0 $1.1M 0.02% NEW $86.25 +6.7%
503 SEIX VIRTUS ETF TR II 48,050.0 $1.1M 0.02% NEW $23.34 -0.6%
504 GSST GOLDMAN SACHS ETF TR 22,110.0 $1.1M 0.02% NEW $50.47 +0.1%
505 BOH BANK HAWAII CORP Financial Services 16,320.0 $1.1M 0.02% NEW $68.37 +13.8%
506 EXP EAGLE MATLS INC Basic Materials 5,373.0 $1.1M 0.02% NEW $206.68 -5.3%
507 O REALTY INCOME CORP Real Estate 19,671.0 $1.1M 0.02% NEW $56.37 +10.0%
508 WDC WESTERN DIGITAL CORP Technology 6,413.0 $1.1M 0.02% NEW $172.26 +167.9%
509 FIX COMFORT SYS USA INC Industrials 1,178.0 $1.1M 0.02% NEW $933.43 +99.3%
510 ESGD ISHARES TR 11,561.0 $1.1M 0.02% NEW $95.09 +7.4%
511 PGR PROGRESSIVE CORP Financial Services 4,826.0 $1.1M 0.02% NEW $227.71 -11.1%
512 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 146,133.0 $1.1M 0.02% NEW $7.50 +14.5%
513 CIBR FIRST TR EXCHANGE TRADED FD 15,323.0 $1.1M 0.02% NEW $71.45 +13.3%
514 TT TRANE TECHNOLOGIES PLC Industrials 2,808.0 $1.1M 0.02% NEW $389.16 +17.1%
515 HOOD ROBINHOOD MKTS INC Financial Services 9,621.0 $1.1M 0.02% NEW $113.09 -33.0%
516 PFF ISHARES TR 35,084.0 $1.1M 0.02% NEW $30.96 +0.6%
517 SPFF GLOBAL X FDS 116,351.0 $1.1M 0.02% NEW $9.32 +0.8%
518 DFIC DIMENSIONAL ETF TRUST 31,392.0 $1.1M 0.02% NEW $34.46 +9.6%
519 IDXX IDEXX LABS INC Healthcare 1,596.0 $1.1M 0.02% NEW $676.53 -18.8%
520 SPTS SPDR SERIES TRUST 36,876.0 $1.1M 0.02% NEW $29.28 -0.9%
Page 26 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%