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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 34 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PRU PRUDENTIAL FINL INC Financial Services 6,875.0 $672K 0.01% -40.0 -0.6% $97.69 +5.7%
662 DOW DOW HLDGS INC Basic Materials 16,049.0 $668K 0.01% +2K +11.2% $41.65 -13.8%
663 VRIG INVESCO ACTIVELY MANAGED EXC 26,700.0 $668K 0.01% $25.04 -0.0%
664 DELL DELL TECHNOLOGIES INC Technology 4,069.0 $668K 0.01% -537.0 -11.7% $164.13 +54.1%
665 NTAP NETAPP INC Technology 6,519.0 $667K 0.01% -679.0 -9.4% $102.39 +21.1%
666 CDNS CADENCE DESIGN SYSTEM INC Technology 2,385.0 $663K 0.01% +75.0 +3.2% $277.83 +29.0%
667 DFAS DIMENSIONAL ETF TRUST 9,313.0 $662K 0.01% $71.13 +8.1%
668 FIIG FIRST TR EXCHANGE-TRADED FD 31,788.0 $660K 0.01% +2K +5.8% $20.75 -1.1%
669 SHYL DBX ETF TR 14,788.0 $656K 0.01% +4K +33.1% $44.39 +0.0%
670 PNR PENTAIR PLC Industrials 7,521.0 $655K 0.01% -2K -21.5% $87.11 -14.8%
671 ARCC ARES CAPITAL CORP Financial Services 36,327.0 $655K 0.01% +2K +4.7% $18.02 +4.0%
672 CGUS CAPITAL GROUP CORE EQUITY ET 16,925.0 $650K 0.01% +2K +16.4% $38.42 +13.5%
673 MET METLIFE INC Financial Services 9,179.0 $649K 0.01% -709.0 -7.2% $70.72 +19.2%
674 WULF TERAWULF INC Financial Services 44,962.0 $649K 0.01% +35K +344.8% $14.43 +49.9%
675 SMCI SUPER MICRO COMPUTER INC Technology 28,487.0 $649K 0.01% +15K +110.9% $22.77 +46.9%
676 DD DUPONT DE NEMOURS INC Basic Materials 14,157.0 $648K 0.01% +1K +10.6% $45.80 +3.0%
677 ITW ILLINOIS TOOL WKS INC Industrials 2,482.0 $646K 0.01% -6K -69.6% $260.31 -4.0%
678 UYLD ANGEL OAK FUNDS TRUST 12,639.0 $645K 0.01% NEW $51.03 +0.2%
679 AIVL WISDOMTREE TR 5,538.0 $641K 0.01% $115.70 +7.7%
680 CORE SCIENTIFIC INC NEW 42,689.0 $640K 0.01% $15.00
Page 34 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%