BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
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 45 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,892.0 $407K 0.01% NEW $140.82 +7.1%
882 THC TENET HEALTHCARE CORP Healthcare 2,049.0 $407K 0.01% NEW $198.72 -3.2%
883 WCLD WISDOMTREE TR 11,600.0 $406K 0.01% NEW $35.01 -15.3%
884 CGCB CAPITAL GRP FIXED INCM ETF T 15,242.0 $404K 0.01% NEW $26.52 -2.4%
885 BOXX EA SERIES TRUST 3,511.0 $404K 0.01% NEW $115.10 +1.5%
886 EDIV SPDR INDEX SHS FDS 10,319.0 $404K 0.01% NEW $39.15 +4.1%
887 EWZ ISHARES INC 12,665.0 $402K 0.01% NEW $31.77 +13.0%
888 SONY SONY GROUP CORP Technology 15,708.0 $402K 0.01% NEW $25.60 -11.3%
889 INGERSOLL RAND INC 5,041.0 $399K 0.01% NEW $79.22
890 PNQI INVESCO EXCHANGE TRADED FD T 7,398.0 $399K 0.01% NEW $53.95 -11.3%
891 NUE NUCOR CORP Basic Materials 2,446.0 $399K 0.01% NEW $163.09 +38.9%
892 LPLA LPL FINL HLDGS INC Financial Services 1,114.0 $398K 0.01% NEW $357.18 -17.2%
893 RACE FERRARI N V Consumer Cyclical 1,075.0 $397K 0.01% NEW $369.57 -12.1%
894 TWLO TWILIO INC Communication Services 2,791.0 $397K 0.01% NEW $142.24 +39.0%
895 MSC INCOME FUND INC 30,205.0 $397K 0.01% NEW $13.14
896 SMCI SUPER MICRO COMPUTER INC Technology 13,508.0 $395K 0.01% NEW $29.27 +5.4%
897 HAL HALLIBURTON CO Energy 13,966.0 $395K 0.01% NEW $28.26 +51.4%
898 LSTR LANDSTAR SYS INC Industrials 2,744.0 $394K 0.01% NEW $143.70 +22.5%
899 ILCB ISHARES TR 4,168.0 $393K 0.01% NEW $94.37 +7.6%
900 JVAL J P MORGAN EXCHANGE TRADED F 7,998.0 $393K 0.01% NEW $49.08 +10.4%
Page 45 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%