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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 27 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 WTRG ESSENTIAL UTILS INC Utilities 25,755.0 $1.0M 0.02% +768.0 +3.1% $40.27 -9.3%
522 LOW LOWES COS INC Consumer Cyclical 4,385.0 $1.0M 0.02% +39.0 +0.9% $236.27 -8.0%
523 SHOP SHOPIFY INC Technology 8,718.0 $1.0M 0.02% +71.0 +0.8% $118.62 -11.5%
524 EMLC VANECK ETF TRUST 41,168.0 $1.0M 0.02% +712.0 +1.8% $25.11 +0.9%
525 EXP EAGLE MATLS INC Basic Materials 5,455.0 $1.0M 0.02% +82.0 +1.5% $189.43 +5.1%
526 PSX PHILLIPS 66 Energy 5,666.0 $1.0M 0.02% -2K -22.7% $182.16 -1.6%
527 XSOE WISDOMTREE TR 25,734.0 $1.0M 0.02% +1K +5.3% $40.10 +17.1%
528 PLD PROLOGIS INC. Real Estate 7,802.0 $1.0M 0.02% +278.0 +3.7% $132.18 +9.5%
529 BK BANK NEW YORK MELLON CORP Financial Services 8,664.0 $1.0M 0.02% -182.0 -2.1% $118.64 +17.2%
530 HWM HOWMET AEROSPACE INC Industrials 4,454.0 $1.0M 0.02% +264.0 +6.3% $230.48 +12.8%
531 SPFF GLOBAL X FDS 115,186.0 $1.0M 0.02% -1K -1.0% $8.89 +5.8%
532 GRAL GRAIL INC Healthcare 19,803.0 $1.0M 0.02% +353.0 +1.8% $51.68 +31.3%
533 SEI EXCHANGE TRADED FUNDS 36,966.0 $1.0M 0.02% -195.0 -0.5% $27.63
534 CHYM CHIME FINL INC Financial Services 54,502.0 $1.0M 0.02% $18.73 -3.3%
535 PFF ISHARES TR 33,467.0 $1.0M 0.02% -2K -4.6% $30.32 +2.7%
536 WELL WELLTOWER INC Real Estate 5,120.0 $1.0M 0.02% -1K -22.4% $197.72 +10.6%
537 ET ENERGY TRANSFER L P Energy 52,420.0 $1.0M 0.02% +8K +17.4% $19.30 +3.7%
538 DHR DANAHER CORP DEL Healthcare 5,313.0 $1.0M 0.02% -2K -28.6% $189.59 -8.6%
539 TECHNIPFMC PLC 14,382.0 $994K 0.02% +682.0 +5.0% $69.13
540 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 12,217.0 $989K 0.02% +504.0 +4.3% $80.95 -3.1%
Page 27 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%