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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 52 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 GLPI GAMING & LEISURE P Real Estate 6,711.0 $298K 0.01% -2K -26.5% $44.37 +7.0%
1022 SON SONOCO PRODS CO Consumer Cyclical 5,483.0 $297K 0.01% NEW $54.09 -11.3%
1023 PINNACLE FINL PARTNERS INC 3,440.0 $296K 0.01% NEW $86.15
1024 NEMD NEUBERGER BERMAN ETF TRUST 5,768.0 $296K 0.01% +470.0 +8.9% $51.36 +2.6%
1025 ETHA ISHARES ETHEREUM TR Financial Services 18,707.0 $296K 0.01% +5K +38.5% $15.83 +2.0%
1026 ACI ALBERTSONS COS INC Consumer Defensive 17,354.0 $296K 0.01% -1K -5.6% $17.04 -4.5%
1027 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 4,813.0 $295K 0.01% $61.32 +4.7%
1028 CRS CARPENTER TECHNOLOGY CORP Industrials 746.0 $294K 0.01% +50.0 +7.2% $394.22 +11.2%
1029 BIIB BIOGEN INC Healthcare 1,600.0 $293K 0.01% +98.0 +6.5% $183.33 +3.3%
1030 NUVB NUVATION BIO INC Healthcare 68,324.0 $293K 0.01% $4.29 +11.7%
1031 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,493.0 $293K 0.01% -174.0 -10.4% $196.10 +0.5%
1032 L LOEWS CORP Financial Services 2,739.0 $292K 0.01% +113.0 +4.3% $106.75 +2.3%
1033 FNF FIDELITY NATL FINL INC Financial Services 6,303.0 $292K 0.01% -348.0 -5.2% $46.38 +6.4%
1034 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,123.0 $292K 0.01% $47.72 +0.5%
1035 SOLV SOLVENTUM CORP Healthcare 4,452.0 $291K 0.01% +1K +30.6% $65.30 +16.6%
1036 IJT ISHARES TR 1,989.0 $288K 0.01% +187.0 +10.4% $144.75 +10.9%
1037 HDV ISHARES TR 2,118.0 $287K 0.01% -267.0 -11.2% $135.70 -79.6%
1038 FEMB FIRST TR EXCH TRADED FD III 9,989.0 $287K 0.01% +932.0 +10.3% $28.74 +1.1%
1039 RS RELIANCE INC Basic Materials 941.0 $286K 0.01% -30.0 -3.1% $303.91 +19.2%
1040 RECS COLUMBIA ETF TR I 7,303.0 $285K 0.01% $38.98 +10.4%
Page 52 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%