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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 35 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ACIO ETF SER SOLUTIONS 14,852.0 $649K 0.01% NEW $43.70 +5.3%
682 TMUS T-MOBILE US INC Communication Services 3,195.0 $649K 0.01% NEW $203.02 -4.9%
683 DFAS DIMENSIONAL ETF TRUST 9,300.0 $648K 0.01% NEW $69.67 +8.0%
684 IDA IDACORP INC Utilities 5,118.0 $648K 0.01% NEW $126.56 +12.3%
685 KR KROGER CO Consumer Defensive 10,338.0 $646K 0.01% NEW $62.48 +11.6%
686 IOT SAMSARA INC Technology 18,008.0 $638K 0.01% NEW $35.45 -18.0%
687 FIIG FIRST TR EXCHANGE-TRADED FD 30,043.0 $637K 0.01% NEW $21.20 -3.3%
688 AIVL WISDOMTREE TR 5,536.0 $636K 0.01% NEW $114.97 +6.5%
689 IQVIA HLDGS INC 2,807.0 $633K 0.01% NEW $225.41
690 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 24,747.0 $632K 0.01% NEW $25.52 +10.2%
691 HYD VANECK ETF TRUST 12,157.0 $621K 0.01% NEW $51.12 -1.2%
692 CORE SCIENTIFIC INC NEW 42,689.0 $621K 0.01% NEW $14.54
693 FSLR FIRST SOLAR INC Energy 2,374.0 $620K 0.01% NEW $261.21 -14.2%
694 ORA ORMAT TECHNOLOGIES INC Utilities 5,606.0 $619K 0.01% NEW $110.46 +18.1%
695 SF STIFEL FINL CORP Financial Services 4,943.0 $619K 0.01% NEW $125.21 -41.7%
696 VXF VANGUARD INDEX FDS 2,957.0 $618K 0.01% NEW $209.12 +6.4%
697 HNNA HENNESSY ADVISORS INC Financial Services 63,798.0 $612K 0.01% NEW $9.60 +3.6%
698 UAL UNITED AIRLS HLDGS INC Industrials 5,475.0 $612K 0.01% NEW $111.82 -19.7%
699 MPWR MONOLITHIC PWR SYS INC Technology 675.0 $612K 0.01% NEW $906.57 +64.3%
700 NUVB NUVATION BIO INC Healthcare 68,147.0 $611K 0.01% NEW $8.96 -51.3%
Page 35 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%