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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 53 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 HAS HASBRO INC Consumer Cyclical 3,024.0 $283K 0.01% -667.0 -18.1% $93.61 -3.8%
1042 SNY SANOFI SA Healthcare 5,860.0 $282K 0.01% -312.0 -5.1% $48.18 -7.3%
1043 FNDB SCHWAB STRATEGIC TR 10,373.0 $282K 0.01% -18K -63.0% $27.20 +9.6%
1044 DGX QUEST DIAGNOSTICS INC Healthcare 1,435.0 $281K 0.01% +89.0 +6.6% $196.00 -1.1%
1045 ALC ALCON AG Healthcare 3,724.0 $281K 0.01% +136.0 +3.8% $75.35 -9.8%
1046 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,428.0 $279K 0.01% +62.0 +4.5% $195.40 +6.3%
1047 TFI SPDR SERIES TRUST 6,137.0 $278K 0.01% +255.0 +4.3% $45.34 -0.3%
1048 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,977.0 $278K 0.01% +345.0 +13.1% $93.32 +2.5%
1049 RPRX ROYALTY PHARMA PLC Healthcare 5,790.0 $278K 0.01% NEW $47.97 +10.6%
1050 JPLD J P MORGAN EXCHANGE TRADED F 5,317.0 $278K 0.01% NEW $52.19 -0.3%
1051 NTES NETEASE COM INC Technology 2,474.0 $277K 0.01% NEW $111.95 +2.1%
1052 SCIO FIRST TR EXCHANGE-TRADED FD 13,415.0 $277K 0.01% NEW $20.64 -0.6%
1053 FPE FIRST TR EXCH TRADED FD III 15,596.0 $277K 0.01% -5K -25.7% $17.75 +0.8%
1054 DDOG DATADOG INC Technology 2,337.0 $276K 0.01% -197.0 -7.8% $118.04 +84.7%
1055 FSMD FIDELITY COVINGTON TRUST 6,158.0 $275K 0.01% $44.72 +10.5%
1056 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,044.0 $275K 0.01% +739.0 +32.1% $90.43 -5.6%
1057 OCCIDENTAL PETE CORP 6,411.0 $275K 0.01% NEW $42.90
1058 MTB M & T BK CORP Financial Services 1,316.0 $272K 0.01% +297.0 +29.1% $206.72 +2.7%
1059 UNM UNUM GROUP Financial Services 3,717.0 $271K 0.01% -1K -23.5% $73.03 +14.8%
1060 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 15,951.0 $271K 0.01% +2K +11.9% $16.97 +14.2%
Page 53 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%