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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 19 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ECL ECOLAB INC Basic Materials 8,093.0 $2.2M 0.04% +556.0 +7.4% $266.04 -6.0%
362 FDX FEDEX CORP Industrials 6,021.0 $2.1M 0.04% -291.0 -4.6% $356.16 +9.2%
363 SRLN SSGA ACTIVE ETF TR 53,245.0 $2.1M 0.04% -68K -56.0% $40.14 +0.9%
364 BUFR FIRST TR EXCHNG TRADED FD VI 63,256.0 $2.1M 0.04% -753.0 -1.2% $33.77 +7.2%
365 XLI SELECT SECTOR SPDR TR 13,066.0 $2.1M 0.04% -5K -29.4% $161.73 +5.4%
366 PDBC INVESCO ACTVELY MNGD ETC FD 121,791.0 $2.1M 0.04% -4K -3.2% $17.32 +5.7%
367 LMBS FIRST TR EXCHANGE-TRADED FD 42,149.0 $2.1M 0.04% +3K +6.3% $49.81 -0.4%
368 DXJ WISDOMTREE TR 13,238.0 $2.1M 0.04% +135.0 +1.0% $158.58 +6.7%
369 SAP SAP SE Technology 12,190.0 $2.1M 0.04% -4K -23.3% $171.21 +5.1%
370 TMDX TRANSMEDICS GROUP INC Healthcare 20,954.0 $2.1M 0.04% -371.0 -1.7% $99.41 -31.6%
371 UNP UNION PAC CORP Industrials 8,566.0 $2.1M 0.04% +190.0 +2.3% $242.62 +9.6%
372 PNC PNC FINL SVCS GROUP INC Financial Services 9,966.0 $2.1M 0.04% -940.0 -8.6% $208.10 +4.2%
373 SLB SLB LIMITED Energy 40,068.0 $2.1M 0.04% -247.0 -0.6% $51.39 +11.5%
374 FAST FASTENAL CO Industrials 44,326.0 $2.1M 0.04% +10K +28.1% $46.40 -6.2%
375 SYM SYMBOTIC INC Industrials 38,580.0 $2.1M 0.04% +9K +28.5% $53.20 -6.1%
376 SPGI S&P GLOBAL INC Financial Services 4,773.0 $2.0M 0.04% +143.0 +3.1% $425.33 -2.0%
377 CARR CARRIER GLOBAL CORPORATION Industrials 35,463.0 $2.0M 0.04% +1K +4.0% $56.31 +10.4%
378 MSGE SPHERE ENTERTAINMENT CO Communication Services 16,950.0 $2.0M 0.04% -869.0 -4.9% $117.40 -40.9%
379 BA BOEING CO Industrials 9,926.0 $2.0M 0.04% +416.0 +4.4% $199.03 +10.3%
380 USXF ISHARES TR 35,689.0 $2.0M 0.04% +3K +9.6% $55.20 +19.7%
Page 19 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%