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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 59 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 NXPI NXP SEMICONDUCTORS N V Technology 1,053.0 $229K 0.00% NEW $217.06 +34.4%
1162 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 6,261.0 $228K 0.00% NEW $36.49 +1.6%
1163 ARMK ARAMARK Industrials 6,191.0 $228K 0.00% NEW $36.86 +43.6%
1164 MNA NEW YORK LIFE INVESTMENTS ET 6,365.0 $228K 0.00% NEW $35.79 +1.5%
1165 BOTZ GLOBAL X FDS 6,281.0 $228K 0.00% NEW $36.23 +9.9%
1166 WTFC WINTRUST FINL CORP Financial Services 1,625.0 $227K 0.00% NEW $139.84 +5.0%
1167 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,425.0 $227K 0.00% NEW $159.38 +41.1%
1168 XMHQ INVESCO EXCHANGE TRADED FD T 2,215.0 $227K 0.00% NEW $102.42 +5.0%
1169 UEC URANIUM ENERGY CORP Energy 19,400.0 $227K 0.00% NEW $11.68 +13.0%
1170 ROCK GIBRALTAR INDS INC Industrials 4,577.0 $226K 0.00% NEW $49.44 -28.1%
1171 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 14,258.0 $226K 0.00% NEW $15.86 +21.0%
1172 BCS BARCLAYS PLC Financial Services 8,863.0 $226K 0.00% NEW $25.45 -9.9%
1173 SFLR INNOVATOR ETFS TRUST 6,119.0 $226K 0.00% NEW $36.86 +2.8%
1174 RJF RAYMOND JAMES FINL INC Financial Services 1,404.0 $225K 0.00% NEW $160.60 -3.8%
1175 FRONTIER COMMUNICATIONS PARE 5,916.0 $225K 0.00% NEW $38.07
1176 NIOCORP DEVS LTD 42,420.0 $225K 0.00% NEW $5.30
1177 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 16,228.0 $225K 0.00% NEW $13.84 -7.7%
1178 BPOP POPULAR INC Financial Services 1,803.0 $225K 0.00% NEW $124.52 +17.6%
1179 ON ON SEMICONDUCTOR CORP Technology 4,146.0 $225K 0.00% NEW $54.15 +102.1%
1180 CMF ISHARES TR 3,892.0 $224K 0.00% NEW $57.46 -1.1%
Page 59 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%