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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 47 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 DEM WISDOMTREE TR 8,132.0 $380K 0.01% NEW $46.71 +13.4%
922 HSIC HENRY SCHEIN INC Healthcare 5,023.0 $380K 0.01% NEW $75.58 -3.5%
923 GNMA ISHARES TR 8,517.0 $379K 0.01% NEW $44.54 -2.1%
924 HTO H2O AMERICA Utilities 7,743.0 $379K 0.01% NEW $48.99 +15.3%
925 EMB ISHARES TR 3,933.0 $379K 0.01% NEW $96.27 -2.1%
926 CBOE CBOE GLOBAL MKTS INC Financial Services 1,507.0 $378K 0.01% NEW $250.97 +46.9%
927 NUSC NUSHARES ETF TR 8,452.0 $377K 0.01% NEW $44.65 +6.8%
928 UNM UNUM GROUP Financial Services 4,858.0 $377K 0.01% NEW $77.50 +6.8%
929 APOS APOLLO GLOBAL MGMT INC Financial Services 2,598.0 $376K 0.01% NEW $144.74 -82.2%
930 G GENPACT LIMITED Technology 8,000.0 $374K 0.01% NEW $46.78 -32.4%
931 AGM FEDERAL AGRIC MTG CORP Financial Services 2,130.0 $374K 0.01% NEW $175.57 -1.8%
932 CW CURTISS WRIGHT CORP Industrials 676.0 $373K 0.01% NEW $551.34 +27.6%
933 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 1,922.0 $372K 0.01% NEW $193.39 +7.3%
934 PUT INVESCO QQQ TR 13,300.0 $372K 0.01% NEW $27.94
935 FEX FIRST TR EXCHANGE-TRADED ALP 3,125.0 $371K 0.01% NEW $118.62 +9.2%
936 SOXX ISHARES TR 1,230.0 $370K 0.01% NEW $301.15 +66.2%
937 SDGR SCHRODINGER INC Healthcare 20,705.0 $370K 0.01% NEW $17.88 -32.3%
938 AAEQ EA SERIES TRUST 7,502.0 $370K 0.01% NEW $49.33 +6.6%
939 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 1,797.0 $369K 0.01% NEW $205.60 +3.4%
940 EA ELECTRONIC ARTS INC Communication Services 1,801.0 $368K 0.01% NEW $204.29 -1.4%
Page 47 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%