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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 38 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 AWR AMER STATES WTR CO Utilities 7,526.0 $569K 0.01% +463.0 +6.6% $75.62 +0.9%
742 GFS GLOBALFOUNDRIES INC Technology 12,792.0 $569K 0.01% -516.0 -3.9% $44.48 +82.9%
743 VRSK VERISK ANALYTICS INC Industrials 2,976.0 $565K 0.01% +260.0 +9.6% $189.73 -10.1%
744 ADSK AUTODESK INC Technology 2,357.0 $564K 0.01% -294.0 -11.1% $239.40 +0.3%
745 GH GUARDANT HEALTH INC Healthcare 6,097.0 $563K 0.01% NEW $92.37 +27.8%
746 CGGO CAPITAL GROUP GBL GROWTH EQT 16,820.0 $561K 0.01% +2K +11.6% $33.37 +18.4%
747 STN STANTEC INC Industrials 6,482.0 $560K 0.01% +142.0 +2.2% $86.40 -11.0%
748 QWLD SPDR INDEX SHS FDS 3,902.0 $559K 0.01% $143.14 +6.5%
749 HYLS FIRST TR EXCHANGE-TRADED FD 13,760.0 $558K 0.01% -10K -42.6% $40.57 +0.3%
750 CLX CLOROX CO DEL Consumer Defensive 5,372.0 $557K 0.01% NEW $103.63 -8.2%
751 ENB ENBRIDGE INC Energy 10,241.0 $554K 0.01% -293.0 -2.8% $54.14 +6.7%
752 PFFD GLOBAL X FDS 30,085.0 $554K 0.01% -1K -4.3% $18.40 +2.2%
753 BSOL BITWISE SOLANA STAKING ETF Financial Services 50,081.0 $553K 0.01% +28K +130.3% $11.05 +7.2%
754 EWBC EAST WEST BANCORP INC Financial Services 5,179.0 $553K 0.01% +310.0 +6.4% $106.76 +15.2%
755 PALL ABRDN PALLADIUM ETF TRUST Financial Services 4,071.0 $548K 0.01% $134.71 -81.3%
756 WABC WESTAMERICA BANCORPORATION Financial Services 10,500.0 $548K 0.01% -256.0 -2.4% $52.15 +6.3%
757 IYK ISHARES TR 7,816.0 $547K 0.01% $70.03 +3.5%
758 LITE LUMENTUM HLDGS INC Technology 777.0 $546K 0.01% +61.0 +8.5% $703.12 +37.2%
759 AKAM AKAMAI TECHNOLOGIES INC Technology 4,754.0 $546K 0.01% -748.0 -13.6% $114.85 +27.3%
760 IGV ISHARES TR 6,815.0 $546K 0.01% +4K +140.5% $80.05 +15.5%
Page 38 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%