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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 29 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SOFI SOFI TECHNOLOGIES INC Financial Services 37,140.0 $972K 0.02% NEW $26.18 -40.3%
562 CSX CSX CORP Industrials 26,791.0 $971K 0.02% NEW $36.25 +27.6%
563 LQDH ISHARES U S ETF TR 10,370.0 $968K 0.02% NEW $93.35 -0.2%
564 CTVA CORTEVA INC Basic Materials 14,384.0 $964K 0.02% NEW $67.03 +17.4%
565 OKE ONEOK INC NEW Energy 13,108.0 $963K 0.02% NEW $73.50 +26.3%
566 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 30,648.0 $963K 0.02% NEW $31.43 +28.2%
567 PLD PROLOGIS INC. Real Estate 7,524.0 $961K 0.02% NEW $127.66 +12.6%
568 WTRG ESSENTIAL UTILS INC Utilities 24,987.0 $958K 0.02% NEW $38.36 -3.9%
569 CPER UNITED STS COMMODITY INDEX F Financial Services 27,361.0 $957K 0.02% NEW $34.96 +10.2%
570 SPHQ INVESCO EXCHANGE TRADED FD T 12,738.0 $956K 0.02% NEW $75.05 +10.8%
571 TMFC RBB FD INC 13,301.0 $955K 0.02% NEW $71.77 +7.7%
572 XSOE WISDOMTREE TR 24,445.0 $954K 0.02% NEW $39.02 +19.1%
573 SEI EXCHANGE TRADED FUNDS 30,447.0 $948K 0.02% NEW $31.13
574 URNM SPROTT FDS TR 17,264.0 $948K 0.02% NEW $54.89 +5.1%
575 EWA ISHARES INC 36,135.0 $946K 0.02% NEW $26.19 +10.0%
576 PSX PHILLIPS 66 Energy 7,327.0 $945K 0.02% NEW $129.04 +38.5%
577 AWK AMERICAN WTR WKS CO INC NEW Utilities 7,216.0 $942K 0.02% NEW $130.51 -5.6%
578 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 11,713.0 $941K 0.02% NEW $80.30 -2.6%
579 MINT PIMCO ETF TR 9,220.0 $925K 0.02% NEW $100.34 +0.3%
580 DAL DELTA AIR LINES INC DEL Industrials 13,321.0 $924K 0.02% NEW $69.40 +6.8%
Page 29 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%