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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 28 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 OTIS OTIS WORLDWIDE CORP Industrials 12,816.0 $988K 0.02% -1K -9.8% $77.08 -7.1%
542 AES AES CORP Utilities 69,800.0 $983K 0.02% -11K -13.2% $14.09 +4.3%
543 PAAA PGIM ETF TR 19,106.0 $978K 0.02% NEW $51.18 +0.5%
544 ARKG ARK ETF TR 36,954.0 $976K 0.02% +2K +6.2% $26.42 +15.6%
545 PWR QUANTA SVCS INC Industrials 1,776.0 $975K 0.02% +86.0 +5.1% $549.02 +29.3%
546 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 20,997.0 $975K 0.02% NEW $46.42 +3.1%
547 PYPL PAYPAL HLDGS INC Financial Services 21,431.0 $969K 0.02% +4K +22.9% $45.23 -1.9%
548 BSX BOSTON SCIENTIFIC CORP Healthcare 15,434.0 $968K 0.02% -608.0 -3.8% $62.75 -8.9%
549 AON AON PLC Financial Services 3,000.0 $968K 0.02% +63.0 +2.1% $322.81 +0.4%
550 TER TERADYNE INC Technology 3,253.0 $964K 0.02% -667.0 -17.0% $296.42 +16.2%
551 CALF PACER FDS TR 21,388.0 $960K 0.02% +688.0 +3.3% $44.87 +6.6%
552 HEFA ISHARES TR 22,583.0 $960K 0.02% -2K -7.6% $42.49 +6.8%
553 CRSP CRISPR THERAPEUTICS AG Healthcare 20,066.0 $955K 0.02% +1K +5.3% $47.57 +4.9%
554 JNK SPDR SERIES TRUST 9,961.0 $953K 0.02% -85.0 -0.8% $95.72 +0.5%
555 AHR AMERICAN HEALTHCARE REIT INC Real Estate 20,026.0 $944K 0.02% -1K -5.2% $47.16 +6.3%
556 ABNB AIRBNB INC Consumer Cyclical 7,453.0 $941K 0.02% -2K -23.5% $126.28 +6.3%
557 GMUB GOLDMAN SACHS ETF TR 18,409.0 $938K 0.02% NEW $50.95 -0.1%
558 CHTR CHARTER COMMUNICATIONS INC Communication Services 4,322.0 $933K 0.02% +583.0 +15.6% $215.86 -31.0%
559 CPER UNITED STS COMMODITY INDEX F Financial Services 26,986.0 $929K 0.02% -375.0 -1.4% $34.43 +12.1%
560 PGR PROGRESSIVE CORP Financial Services 4,642.0 $920K 0.02% -184.0 -3.8% $198.22 +2.2%
Page 28 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%