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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 63 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 FNV FRANCO NEV CORP Basic Materials 993.0 $206K 0.00% NEW $207.28 +14.8%
1242 MTB M & T BK CORP Financial Services 1,019.0 $205K 0.00% NEW $201.55 +2.1%
1243 GEM GOLDMAN SACHS ETF TR 4,922.0 $205K 0.00% NEW $41.62 +18.6%
1244 FIVE FIVE BELOW INC Consumer Cyclical 1,085.0 $204K 0.00% NEW $188.36 +14.1%
1245 NTR NUTRIEN LTD Basic Materials 3,290.0 $203K 0.00% NEW $61.72 +14.9%
1246 BGRN ISHARES TR 4,221.0 $202K 0.00% NEW $47.94 -1.6%
1247 CHRW C H ROBINSON WORLDWIDE INC Industrials 1,256.0 $202K 0.00% NEW $160.76 +1.8%
1248 ATO ATMOS ENERGY CORP Utilities 1,200.0 $201K 0.00% NEW $167.63 +5.3%
1249 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,131.0 $201K 0.00% NEW $48.58 +78.7%
1250 DOC HEALTHPEAK PROPERTIES INC Real Estate 11,995.0 $193K 0.00% NEW $16.08 +21.6%
1251 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 16,349.0 $193K 0.00% NEW $11.78 -3.3%
1252 NXDR NEXTDOOR HOLDINGS INC Communication Services 91,426.0 $192K 0.00% NEW $2.10 -1.0%
1253 TELEFONICA S A 46,210.0 $187K 0.00% NEW $4.05
1254 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 11,375.0 $186K 0.00% NEW $16.35 +42.3%
1255 WIT WIPRO LTD Technology 64,268.0 $183K 0.00% NEW $2.84 -34.9%
1256 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 15,168.0 $179K 0.00% NEW $11.81 +0.1%
1257 CALL TEXAS INSTRS INC 11,200.0 $176K 0.00% NEW $15.67
1258 NMR NOMURA HLDGS INC Financial Services 20,899.0 $175K 0.00% NEW $8.39 -3.7%
1259 GWRS GLOBAL WTR RES INC Utilities 19,174.0 $162K 0.00% NEW $8.45 -20.7%
1260 SVV SAVERS VALUE VLG INC Consumer Cyclical 17,321.0 $162K 0.00% NEW $9.34 -21.9%
Page 63 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%