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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 59 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 CCK CROWN HLDGS INC Consumer Cyclical 2,224.0 $223K 0.00% -953.0 -30.0% $100.26 -5.6%
1162 ALB ALBEMARLE CORP Basic Materials 1,241.0 $223K 0.00% NEW $179.53 -6.2%
1163 IVOG VANGUARD ADMIRAL FDS INC 1,779.0 $222K 0.00% -128.0 -6.7% $125.03 +8.8%
1164 NIOCORP DEVS LTD 49,650.0 $221K 0.00% +7K +17.0% $4.46
1165 CMF ISHARES TR 3,892.0 $221K 0.00% $56.86 -0.4%
1166 DTCR GLOBAL X FDS 9,235.0 $221K 0.00% NEW $23.96 +24.3%
1167 AUSF GLOBAL X FDS 4,567.0 $221K 0.00% $48.35 +0.7%
1168 AMKR AMKOR TECHNOLOGY INC Technology 4,901.0 $221K 0.00% NEW $45.03 +47.3%
1169 GLDM WORLD GOLD TR Financial Services 2,379.0 $221K 0.00% -2K -48.0% $92.69 -4.1%
1170 ON ON SEMICONDUCTOR CORP Technology 3,560.0 $220K 0.00% -586.0 -14.1% $61.92 +73.7%
1171 FS SPECIALTY LENDING FD 17,616.0 $220K 0.00% -2K -11.3% $12.51
1172 FENI FIDELITY COVINGTON TRUST 5,912.0 $220K 0.00% $37.20 +5.6%
1173 BCAL CALIFORNIA BANCORP Financial Services 12,399.0 $220K 0.00% $17.72 +6.3%
1174 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,276.0 $220K 0.00% NEW $67.06 +24.8%
1175 STE STERIS PLC Healthcare 990.0 $219K 0.00% -850.0 -46.2% $221.17 -4.3%
1176 NTSX WISDOMTREE TR 4,189.0 $218K 0.00% -276.0 -6.2% $52.15 +10.7%
1177 WCN WASTE CONNECTIONS INC Industrials 1,343.0 $218K 0.00% -414.0 -23.6% $162.45 -3.5%
1178 SYF SYNCHRONY FINANCIAL Financial Services 3,203.0 $218K 0.00% -41.0 -1.3% $68.03 +1.5%
1179 MGV VANGUARD WORLD FD 1,500.0 $217K 0.00% $144.95 +6.7%
1180 LIBERTY GLOBAL LTD 18,533.0 $217K 0.00% -3K -12.2% $11.73
Page 59 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%