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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 9 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 STIP ISHARES TR 68,258.0 $7.1M 0.13% -516.0 -0.8% $103.43 -0.0%
162 CRM SALESFORCE INC Technology 37,804.0 $7.1M 0.13% -9K -20.1% $186.67 -4.7%
163 MOAT VANECK ETF TRUST 71,898.0 $7.0M 0.13% -13K -15.0% $96.70 +4.1%
164 BX BLACKSTONE INC Financial Services 59,473.0 $6.8M 0.12% -1K -1.8% $114.99 +1.5%
165 VT VANGUARD INTL EQUITY INDEX F 48,862.0 $6.8M 0.12% +2K +4.5% $138.32 +11.5%
166 ESS ESSEX PPTY TR INC Real Estate 27,781.0 $6.7M 0.12% +141.0 +0.5% $242.00 +13.3%
167 SHY ISHARES TR 81,353.0 $6.7M 0.12% +2K +3.1% $82.57 -0.5%
168 VCSH VANGUARD SCOTTSDALE FDS 84,493.0 $6.7M 0.12% +3K +3.8% $79.27 -0.5%
169 XLK SELECT SECTOR SPDR TR 50,221.0 $6.7M 0.12% -845.0 -1.6% $132.90 +32.6%
170 DSI ISHARES TR 54,922.0 $6.7M 0.12% +1K +2.1% $121.19 +16.0%
171 VONG VANGUARD SCOTTSDALE FDS 59,374.0 $6.5M 0.12% +46K +333.8% $109.69 +16.6%
172 VBIL VANGUARD INSTL INDEX FD 83,696.0 $6.3M 0.12% +4K +5.6% $75.65 -0.1%
173 ABT ABBOTT LABORATORIES Healthcare 60,947.0 $6.3M 0.11% -13K -17.0% $102.67 -14.4%
174 VO VANGUARD INDEX FDS 21,420.0 $6.2M 0.11% $287.18 -73.2%
175 IBM INTERNATIONAL BUSINESS MACHS Technology 25,227.0 $6.1M 0.11% $242.39 -8.2%
176 APP APPLOVIN CORP Technology 15,002.0 $6.0M 0.11% $398.01 +20.6%
177 REGN REGENERON PHARMACEUTICALS Healthcare 7,680.0 $5.9M 0.11% -156.0 -2.0% $772.60 -16.8%
178 IWY ISHARES TR 23,749.0 $5.9M 0.11% +642.0 +2.8% $248.84 +17.3%
179 VOE VANGUARD INDEX FDS 32,023.0 $5.9M 0.11% +3K +9.6% $184.28 +4.4%
180 J P MORGAN EXCHANGE TRADED F 124,446.0 $5.9M 0.11% +4K +3.5% $47.30
Page 9 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%