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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 41 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 LYFT LYFT INC Technology 25,900.0 $502K 0.01% NEW $19.37 -33.7%
802 BLOCK INC 7,696.0 $501K 0.01% NEW $65.09
803 SHYL DBX ETF TR 11,114.0 $500K 0.01% NEW $44.97 -1.7%
804 SDG ISHARES TR 5,931.0 $500K 0.01% NEW $84.22 +6.8%
805 MGK VANGUARD WORLD FD 1,207.0 $498K 0.01% NEW $412.77 -78.8%
806 ISCF ISHARES TR 11,979.0 $497K 0.01% NEW $41.48 +6.3%
807 ROL ROLLINS INC Consumer Cyclical 8,277.0 $497K 0.01% NEW $60.02 -11.1%
808 OMFL INVESCO EXCH TRD SLF IDX FD 8,083.0 $494K 0.01% NEW $61.13 +9.7%
809 TEX TEREX CORP NEW Industrials 9,246.0 $494K 0.01% NEW $53.38 +5.0%
810 ISCB ISHARES TR 7,590.0 $493K 0.01% NEW $65.02 +6.9%
811 ROST ROSS STORES INC Consumer Cyclical 2,724.0 $491K 0.01% NEW $180.17 +20.1%
812 THG HANOVER INS GROUP INC Financial Services 2,685.0 $491K 0.01% NEW $182.77 +5.4%
813 FXH FIRST TR EXCHANGE TRADED FD 4,311.0 $491K 0.01% NEW $113.82 +0.0%
814 RY ROYAL BK CDA Financial Services 2,873.0 $490K 0.01% NEW $170.47 +8.1%
815 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,636.0 $489K 0.01% NEW $185.52 -32.7%
816 USIG ISHARES TR 9,345.0 $484K 0.01% NEW $51.77 -2.3%
817 BDX BECTON DICKINSON & CO Healthcare 2,492.0 $484K 0.01% NEW $194.06 -25.4%
818 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,371.0 $481K 0.01% NEW $350.58 +15.6%
819 AKAM AKAMAI TECHNOLOGIES INC Technology 5,502.0 $480K 0.01% NEW $87.25 +61.0%
820 IYH ISHARES TR 7,363.0 $479K 0.01% NEW $65.10 -4.8%
Page 41 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%