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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 38 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,031.0 $559K 0.01% NEW $275.16 +9.6%
742 QWLD SPDR INDEX SHS FDS 3,896.0 $558K 0.01% NEW $143.25 +5.6%
743 BNTX BIONTECH SE Healthcare 5,856.0 $558K 0.01% NEW $95.21 -7.2%
744 VMC VULCAN MATLS CO Basic Materials 1,946.0 $555K 0.01% NEW $285.26 -9.0%
745 XEL XCEL ENERGY INC Utilities 7,513.0 $555K 0.01% NEW $73.86 +8.5%
746 OUNZ VANECK MERK GOLD ETF Financial Services 13,370.0 $555K 0.01% NEW $41.48 +4.0%
747 EWJ ISHARES INC 6,838.0 $552K 0.01% NEW $80.74 +11.1%
748 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,003.0 $552K 0.01% NEW $275.41 +174.1%
749 MGA MAGNA INTL INC Consumer Cyclical 10,332.0 $551K 0.01% NEW $53.30 +11.9%
750 EWBC EAST WEST BANCORP INC Financial Services 4,869.0 $547K 0.01% NEW $112.39 +8.0%
751 SSO PROSHARES TR 9,440.0 $547K 0.01% NEW $57.92 +13.3%
752 VOD VODAFONE GROUP PLC NEW Communication Services 41,293.0 $545K 0.01% NEW $13.21 +16.4%
753 ROP ROPER TECHNOLOGIES INC Industrials 1,220.0 $543K 0.01% NEW $445.15 -28.3%
754 URI UNITED RENTALS INC Industrials 669.0 $542K 0.01% NEW $809.59 +13.9%
755 IONQ IONQ INC Technology 12,037.0 $540K 0.01% NEW $44.87 +9.4%
756 RSPU INVESCO EXCHANGE TRADED FD T 7,216.0 $540K 0.01% NEW $74.78 +5.4%
757 AIG AMERICAN INTL GROUP INC Financial Services 6,288.0 $538K 0.01% NEW $85.55 -10.0%
758 INCY INCYTE CORP Healthcare 5,443.0 $538K 0.01% NEW $98.77 -2.2%
759 INCM FRANKLIN TEMPLETON ETF TR 19,165.0 $537K 0.01% NEW $28.04 +3.8%
760 CIEN CIENA CORP Technology 2,286.0 $535K 0.01% NEW $233.87 +138.3%
Page 38 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%