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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 58 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 PSO PEARSON PLC Communication Services 17,596.0 $231K 0.00% -3K -13.9% $13.13 +15.5%
1142 VNQI VANGUARD INTL EQUITY INDEX F 5,177.0 $230K 0.00% -281.0 -5.2% $44.45 +3.7%
1143 USHY ISHARES TR 6,241.0 $230K 0.00% +544.0 +9.6% $36.84 +0.4%
1144 CCJ CAMECO CORP Energy 2,116.0 $230K 0.00% NEW $108.60 -3.0%
1145 VTRS VIATRIS INC Healthcare 16,990.0 $230K 0.00% +349.0 +2.1% $13.51 +22.8%
1146 CRH PLC 2,179.0 $229K 0.00% -600.0 -21.6% $105.11
1147 XMHQ INVESCO EXCHANGE TRADED FD T 2,215.0 $229K 0.00% $103.37 +4.0%
1148 VFMO VANGUARD WELLINGTON FD 1,161.0 $229K 0.00% $197.10 +15.8%
1149 GRNY TIDAL TRUST I 9,559.0 $228K 0.00% +198.0 +2.1% $23.87 +12.6%
1150 COHR COHERENT CORP Technology 956.0 $228K 0.00% NEW $238.21 +58.7%
1151 MNA NEW YORK LIFE INVESTMENTS ET 6,256.0 $227K 0.00% -109.0 -1.7% $36.35 +0.5%
1152 CGNG CAPITAL GROUP NEW GEOGRAPHY 7,194.0 $227K 0.00% NEW $31.57 +13.3%
1153 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,807.0 $227K 0.00% -117.0 -6.1% $125.45 +4.8%
1154 AYI ACUITY INC Industrials 807.0 $226K 0.00% +204.0 +33.8% $280.15 +0.3%
1155 DOC HEALTHPEAK PROPERTIES INC Real Estate 13,737.0 $226K 0.00% +2K +14.5% $16.43 +19.5%
1156 ARTNA ARTESIAN RES CORP Utilities 7,058.0 $225K 0.00% NEW $31.85 +1.5%
1157 HIMS HIMS & HERS HEALTH INC Healthcare 10,803.0 $224K 0.00% -4K -26.1% $20.76 +15.7%
1158 WTM WHITE MTNS INS GROUP LTD Financial Services 102.0 $224K 0.00% $2196.96 -2.4%
1159 STLD STEEL DYNAMICS INC Basic Materials 1,244.0 $224K 0.00% NEW $180.02 +26.8%
1160 ITT ITT INC Industrials 1,175.0 $224K 0.00% NEW $190.53 +1.1%
Page 58 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%